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
$360M
AUM Growth
-$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$26.3M
2 +$9.33M
3 +$3.31M
4
INST
Instructure Holdings, Inc.
INST
+$2.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 96.95%
2 Healthcare 2.95%
3 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$100M 27.86%
7,759,021
2
$55.1M 15.29%
2,426,909
+110,155
3
$53.8M 14.92%
794,411
+388,571
4
$42.7M 11.84%
8,926,281
+1,952,281
5
$35M 9.71%
1,254,700
6
$34.9M 9.68%
1,827,755
7
$27.6M 7.65%
3,578,754
+429,273
8
$10.6M 2.95%
3,500,634
9
$363K 0.1%
33,340