LECM
Lead Edge Capital Management Portfolio holdings
AUM
$361M
This Quarter Return
+5.31%
1 Year Return
+35.03%
3 Year Return
+113.94%
5 Year Return
+25.24%
10 Year Return
–
AUM
$89.6M
AUM Growth
+$89.6M
(+11%)
Cap. Flow
+$295K
Cap. Flow
% of AUM
0.33%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
2
Increased
–
Reduced
–
Closed
1
Top Buys
| 1 |
Bumble
BMBL
|
$30.8M |
| 2 |
Alibaba
BABA
|
$6.86M |
Top Sells
| 1 |
TLND
Talend S.A. American Depositary Shares
TLND
|
$37.4M |
Sector Composition
| 1 | Technology | 57.94% |
| 2 | Communication Services | 34.4% |
| 3 | Consumer Discretionary | 7.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Dropbox
DBX
$7.84B
| $51.9M | 57.94% |
1,946,537
| – | – |
|
|
2
Bumble
BMBL
$642M
| $30.8M | 34.4% |
+493,928
| New | +$30.8M |
|
|
3
Alibaba
BABA
$322B
| $6.86M | 7.66% |
+43,771
| New | +$6.86M |
|
|
TLND
4
DELISTED
Talend S.A. American Depositary Shares
TLND
| – | – |
-974,841
| Closed | -$37.4M |
|