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
$289M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$20.2M
2 +$17.7M
3 +$10.2M

Top Sells

1 +$7.41M
2 +$5.63M

Sector Composition

1 Technology 94.97%
2 Healthcare 4.99%
3 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$74.9M 25.91%
11,474,281
2
$60.5M 20.93%
1,175,466
+392,755
3
$51.3M 17.73%
2,186,909
-240,000
4
$33.8M 11.68%
3,578,754
5
$26.3M 9.08%
1,827,755
6
$17.7M 6.12%
+282,761
7
$14.4M 4.99%
3,500,634
8
$10.2M 3.52%
+1,165,000
9
$120K 0.04%
33,340
10
-240,083