We are live on ! Find out more
LECM

Lead Edge Capital Management Portfolio holdings

AUM $408M
1-Year Est. Return 4.05%
This Fund
S&P 500
This Quarter Est. Return
-4.41%
1 Year Est. Return
-4.05%
3 Year Est. Return
+26.75%
5 Year Est. Return
-20.65%
10 Year Est. Return
–
AUM
$149M
AUM Growth
+$107M
Cap. Flow
+$105M
Cap. Flow %
70.9%
Top 10 Hldgs %
100%
Holding
7
New
5
Increased
–
Reduced
–
Closed
2

Top Buys

Rank Stock Value
1
UBER icon
Uber
UBER
+$78.8M
2
ZM icon
Zoom
ZM
+$54.4M
3
TLND
Talend S.A. American Depositary Shares
TLND
+$5.85M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.75M
5
TME icon
Tencent Music
TME
+$2.23M

Top Sells

Rank Stock Value
1
INST
Instructure, Inc.
INST
+$21.4M
2
BABA icon
Alibaba
BABA
+$20.2M

Sector Composition

Rank Sector Weight
1 Technology 94.59%
2 Communication Services 1.37%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UBER icon
1
Uber
UBER
$134B
$79M 53.11%
+2,654,990
New +$78.8M
ZM icon
2
Zoom
ZM
$25.8B
$55.5M 37.31%
+790,268
New +$54.4M
TLND
3
DELISTED
Talend S.A. American Depositary Shares
TLND
$6.21M 4.18%
+158,838
New +$5.85M
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$6.01M 4.04%
+18,662
New +$5.75M
TME icon
5
Tencent Music
TME
$14.5B
$2.03M 1.37%
+173,238
New +$2.23M
BABA icon
6
Alibaba
BABA
$269B
– –
-120,646
Closed -$20.2M
INST
7
DELISTED
Instructure, Inc.
INST
– –
-552,088
Closed -$21.4M

Similar funds

PWP
Parkwoods Wealth Partners Syracuse, New York $408M AUM 20.97% 1-Year Est. Return
OCP
OCO Capital Partners New York $408M AUM 141.9% 1-Year Est. Return
CIM
Coleford Investment Management Toronto, Ontario, Canada $408M AUM 25.62% 1-Year Est. Return
RCP
Rothschild Capital Partners New York $408M AUM 25.87% 1-Year Est. Return
DW
Dodds Wealth Greenwood Village, Colorado $407M AUM 9.43% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return
QCI
Quaker Capital Investments Mount Lebanon, Pennsylvania $409M AUM 61.78% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Lead Edge Capital Management's Q4 2019 Portfolio in Review

As of Q4 2019, Lead Edge Capital Management held 7 positions worth $149M, up 258% from $41.6M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Lead Edge Capital Management deployed $105M of net new capital in Q4 2019, opening 5 new positions. Its largest new stake was Uber: 2,654,990 shares worth $79M.

By sector, the portfolio is most concentrated in Technology at 95% of assets, up from 0% a quarter earlier, followed by Communication Services and Consumer Discretionary.

On the sell side, the most notable exit was Instructure, Inc., an estimated $21.4M sold.

  • Lead Edge Capital Management's largest Q4 2019 buy was Uber: 2,654,990 shares worth $79M.
  • Lead Edge Capital Management fully exited Instructure, Inc. in Q4 2019, selling an estimated $21.4M.
  • Lead Edge Capital Management's ten largest holdings make up 100% of its $149M portfolio in Q4 2019.
  • Lead Edge Capital Management opened 5 new positions and closed 2 in Q4 2019.
  • Lead Edge Capital Management's portfolio value rose 258% quarter-over-quarter to $149M.

Based on Lead Edge Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.