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
$240M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M

Top Sells

1 +$100M
2 +$31.3M
3 +$839K

Sector Composition

1 Technology 93.26%
2 Healthcare 6.62%
3 Consumer Discretionary 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$56.2M 23.35%
782,711
-11,700
2
$54.1M 22.49%
2,426,909
3
$51.2M 21.28%
11,474,281
+2,548,000
4
$34.1M 14.18%
3,578,754
5
$21.3M 8.87%
1,827,755
6
$15.9M 6.62%
3,500,634
7
$7.41M 3.08%
240,083
-1,014,617
8
$294K 0.12%
33,340
9
-7,759,021