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
$212M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$132M
2 +$11.5M

Top Sells

1 +$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 Change
in Stake
Capital Flow
1
$132M 62.12%
+2,924,577
2
$59M 27.79%
1,946,537
3
$21.4M 10.09%
94,481
+50,710
4
-493,928