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
$840M
AUM Growth
+$628M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$652M
2 +$55.5M
3 +$12.3M
4
RELY icon
Remitly
RELY
+$7.34M
5
FORG
ForgeRock, Inc.
FORG
+$973K

Top Sells

1 +$59M

Sector Composition

1 Technology 85.24%
2 Consumer Discretionary 14.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$652M 77.6%
+15,348,125
2
$97.8M 11.63%
2,924,577
3
$55.5M 6.6%
+2,456,921
4
$26.3M 3.12%
177,330
+82,849
5
$7.34M 0.87%
+200,000
6
$973K 0.12%
+25,000
7
$427K 0.05%
+10,000
8
-1,946,537