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
$318M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$6.91M

Top Sells

1 +$11.8M
2 +$11.2M
3 +$5.74M
4
INST
Instructure Holdings, Inc.
INST
+$2.91M

Sector Composition

1 Technology 98.16%
2 Healthcare 1.77%
3 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$110M 34.64%
11,474,281
2
$53.7M 16.88%
2,074,551
-112,358
3
$53.1M 16.69%
971,466
-204,000
4
$34.1M 10.72%
3,578,754
5
$26.5M 8.31%
1,827,755
6
$17.5M 5.48%
212,761
-70,000
7
$17.3M 5.44%
1,938,351
+773,351
8
$5.64M 1.77%
1,134,494
-2,366,140
9
$233K 0.07%
33,340