LECM
Lead Edge Capital Management Portfolio holdings
AUM
$361M
This Quarter Return
-4.41%
1 Year Return
+35.03%
3 Year Return
+113.94%
5 Year Return
+25.24%
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(+258%)
Cap. Flow
+$107M
Cap. Flow
% of AUM
72.05%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
7
New
5
Increased
–
Reduced
–
Closed
2
Top Buys
| 1 |
Uber
UBER
|
$79M |
| 2 |
Zoom
ZM
|
$55.5M |
| 3 |
TLND
Talend S.A. American Depositary Shares
TLND
|
$6.21M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$6.01M |
| 5 |
Tencent Music
TME
|
$2.03M |
Top Sells
| 1 |
INST
Instructure, Inc.
INST
|
$21.4M |
| 2 |
Alibaba
BABA
|
$20.2M |
Sector Composition
| 1 | Technology | 94.59% |
| 2 | Communication Services | 1.37% |
| 3 | Consumer Discretionary | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Uber
UBER
$196B
| $79M | 53.11% |
+2,654,990
| New | +$79M |
|
|
2
Zoom
ZM
$24.4B
| $55.5M | 37.31% |
+790,268
| New | +$55.5M |
|
|
TLND
3
DELISTED
Talend S.A. American Depositary Shares
TLND
| $6.21M | 4.18% |
+158,838
| New | +$6.21M |
|
|
4
SPDR S&P 500 ETF Trust
SPY
$658B
| $6.01M | 4.04% |
+18,662
| New | +$6.01M |
|
|
5
Tencent Music
TME
$37.8B
| $2.03M | 1.37% |
+173,238
| New | +$2.03M |
|
|
6
Alibaba
BABA
$322B
| – | – |
-120,646
| Closed | -$20.2M |
|
|
INST
7
DELISTED
Instructure, Inc.
INST
| – | – |
-552,088
| Closed | -$21.4M |
|