LECM
Lead Edge Capital Management Portfolio holdings
AUM
$361M
This Quarter Return
-5.19%
1 Year Return
+35.03%
3 Year Return
+113.94%
5 Year Return
+25.24%
10 Year Return
–
AUM
$41.6M
AUM Growth
+$41.6M
(-13%)
Cap. Flow
-$5.11M
Cap. Flow
% of AUM
-12.3%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
2
Reduced
–
Closed
1
Top Buys
| 1 |
INST
Instructure, Inc.
INST
|
$10.2M |
| 2 |
Alibaba
BABA
|
$5.36M |
Top Sells
| 1 |
CBLK
Carbon Black, Inc. Common Stock
CBLK
|
$20.7M |
Sector Composition
| 1 | Consumer Discretionary | 48.54% |
| 2 | Technology | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
INST
1
DELISTED
Instructure, Inc.
INST
| $21.4M | 51.46% |
552,088
+264,013
| +92% | +$10.2M |
|
|
2
Alibaba
BABA
$322B
| $20.2M | 48.54% |
120,646
+32,061
| +36% | +$5.36M |
|
|
CBLK
3
DELISTED
Carbon Black, Inc. Common Stock
CBLK
| – | – |
-1,238,037
| Closed | -$20.7M |
|