LECM

Lead Edge Capital Management Portfolio holdings

AUM $378M
1-Year Est. Return 29.33%
This Quarter Est. Return
1 Year Est. Return
+29.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.6M
AUM Growth
-$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$24M

Top Sells

1
+$69.9M
2
+$31.5M
3
+$3.92M
4
FROG icon
JFrog
FROG
+$1.69M
5
SUMO
Sumo Logic, Inc. Common Stock
SUMO
+$1.42M

Sector Composition

1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.2M 53.61%
1,946,537
+1,081,225
2
$37.4M 46.39%
974,841
3
– –
-5,000
4
– –
-2,534
5
– –
-7,215
6
– –
-65,000
7
– –
-30,000
8
– –
-796,822
9
– –
-2,427,048
10
– –
-125,000
11
– –
-20,000