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
$89.6M
AUM Growth
+$9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$30.8M
2 +$6.86M

Top Sells

1 +$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 Change
in Stake
Capital Flow
1
$51.9M 57.94%
1,946,537
2
$30.8M 34.4%
+493,928
3
$6.86M 7.66%
+43,771
4
-974,841