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
$167M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$69.9M
2
+$16.7M
3
+$3.92M
4
FROG icon
JFrog
FROG
+$1.69M
5
SUMO
Sumo Logic, Inc. Common Stock
SUMO
+$1.42M

Top Sells

1
+$10.1M
2
+$1.04M
3
+$136K

Sector Composition

1 Technology 99.49%
2 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.9M 41.88%
+2,427,048
2
$38.1M 22.8%
974,841
3
$31.5M 18.89%
796,822
4
$16.7M 9.98%
+865,312
5
$3.92M 2.35%
+125,000
6
$1.69M 1.01%
+20,000
7
$1.42M 0.85%
+65,000
8
$1.36M 0.82%
+30,000
9
$1.25M 0.75%
+5,000
10
$849K 0.51%
2,534
-405
11
$263K 0.16%
7,215
-276,471
12
– –
-250