LECM

Lead Edge Capital Management Portfolio holdings

AUM $361M
1-Year Est. Return 35.03%
This Quarter Est. Return
1 Year Est. Return
+35.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$20.7M

Top Sells

1 +$34.6M
2 +$10.1M

Sector Composition

1 Technology 43.17%
2 Consumer Discretionary 31.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$20.7M 43.17%
+1,238,037
2
$15M 31.3%
88,585
-204,400
3
$12.2M 25.53%
288,075
-238,768