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
$149M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$79M
2
+$55.5M
3
+$6.21M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.01M
5
TME icon
Tencent Music
TME
+$2.03M

Top Sells

1
+$21.4M
2
+$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 Change
in Stake 		Capital Flow
1
$79M 53.11%
+2,654,990
2
$55.5M 37.31%
+790,268
3
$6.21M 4.18%
+158,838
4
$6.01M 4.04%
+18,662
5
$2.03M 1.37%
+173,238
6
– –
-120,646
7
– –
-552,088