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
$65.6M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$21.1M
2 +$1.76M
3 +$1.04M

Top Sells

1 +$62.2M
2 +$2.96M
3 +$383K

Sector Composition

1 Technology 97.03%
2 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$33.8M 51.47%
974,841
+50,733
2
$21.1M 32.13%
+796,822
3
$8.82M 13.43%
283,686
-2,001,589
4
$1.04M 1.59%
+250
5
$906K 1.38%
2,939
-1,241
6
-135,554