LECM
Lead Edge Capital Management Portfolio holdings
AUM
$361M
This Quarter Return
+51.66%
1 Year Return
+35.03%
3 Year Return
+113.94%
5 Year Return
+25.24%
10 Year Return
–
AUM
$212M
AUM Growth
+$212M
(+137%)
Cap. Flow
+$113M
Cap. Flow
% of AUM
53.02%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
1
Increased
1
Reduced
–
Closed
1
Top Buys
| 1 |
FIGS
FIGS
|
$132M |
| 2 |
Alibaba
BABA
|
$11.5M |
Top Sells
| 1 |
Bumble
BMBL
|
$30.8M |
Sector Composition
| 1 | Consumer Discretionary | 72.21% |
| 2 | Technology | 27.79% |
| 3 | Communication Services | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
FIGS
FIGS
$1.15B
| $132M | 62.12% |
+2,924,577
| New | +$132M |
|
2
Dropbox
DBX
$7.84B
| $59M | 27.79% |
1,946,537
| – | – |
|
|
3
Alibaba
BABA
$322B
| $21.4M | 10.09% |
94,481
+50,710
| +116% | +$11.5M |
|
|
4
Bumble
BMBL
$642M
| – | – |
-493,928
| Closed | -$30.8M |
|