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
$88.6M
AUM Growth
-$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$17.2M
2 +$2.96M

Top Sells

1 +$55.5M
2 +$10.3M
3 +$3.73M
4
TME icon
Tencent Music
TME
+$2.03M

Sector Composition

1 Technology 98.78%
2 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$63.8M 72.04%
2,285,275
-369,715
2
$20.7M 23.4%
924,108
+765,270
3
$2.96M 3.35%
+135,554
4
$1.08M 1.22%
4,180
-14,482
5
-173,238
6
-790,268