LECM
Lead Edge Capital Management Portfolio holdings
AUM
$361M
This Quarter Return
-14.92%
1 Year Return
+35.03%
3 Year Return
+113.94%
5 Year Return
+25.24%
10 Year Return
–
AUM
$88.6M
AUM Growth
+$88.6M
(-40%)
Cap. Flow
-$51.4M
Cap. Flow
% of AUM
-58.07%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
6
New
1
Increased
1
Reduced
2
Closed
2
Top Buys
| 1 |
TLND
Talend S.A. American Depositary Shares
TLND
|
$17.2M |
| 2 |
Tenable Holdings
TENB
|
$2.96M |
Top Sells
| 1 |
Zoom
ZM
|
$55.5M |
| 2 |
Uber
UBER
|
$10.3M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.73M |
| 4 |
Tencent Music
TME
|
$2.03M |
Sector Composition
| 1 | Technology | 98.78% |
| 2 | Communication Services | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Uber
UBER
$196B
| $63.8M | 72.04% |
2,285,275
-369,715
| -14% | -$10.3M |
|
|
TLND
2
DELISTED
Talend S.A. American Depositary Shares
TLND
| $20.7M | 23.4% |
924,108
+765,270
| +482% | +$17.2M |
|
|
3
Tenable Holdings
TENB
$3.74B
| $2.96M | 3.35% |
+135,554
| New | +$2.96M |
|
|
4
SPDR S&P 500 ETF Trust
SPY
$658B
| $1.08M | 1.22% |
4,180
-14,482
| -78% | -$3.73M |
|
|
5
Tencent Music
TME
$37.8B
| – | – |
-173,238
| Closed | -$2.03M |
|
|
6
Zoom
ZM
$24.4B
| – | – |
-790,268
| Closed | -$55.5M |
|