LECM
Lead Edge Capital Management Portfolio holdings
AUM
$361M
This Quarter Return
+22.38%
1 Year Return
+35.03%
3 Year Return
+113.94%
5 Year Return
+25.24%
10 Year Return
–
AUM
$318M
AUM Growth
+$318M
(+10%)
Cap. Flow
-$24.7M
Cap. Flow
% of AUM
-7.74%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
9
New
–
Increased
1
Reduced
4
Closed
–
Top Buys
| 1 |
CMRC
Commerce.com, Inc. Series 1 Common Stock
CMRC
|
$6.91M |
Top Sells
| 1 |
Weave Communications
WEAV
|
$11.8M |
| 2 |
Elastic
ESTC
|
$11.2M |
| 3 |
Guidewire Software
GWRE
|
$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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Yext
YEXT
$1.11B
| $110M | 34.64% |
11,474,281
| – | – |
|
|
INST
2
DELISTED
Instructure Holdings, Inc.
INST
| $53.7M | 16.88% |
2,074,551
-112,358
| -5% | -$2.91M |
|
|
3
Elastic
ESTC
$9.04B
| $53.1M | 16.69% |
971,466
-204,000
| -17% | -$11.2M |
|
4
StoneCo
STNE
$4.41B
| $34.1M | 10.72% |
3,578,754
| – | – |
|
5
NCR Voyix
VYX
$1.82B
| $26.5M | 8.31% |
1,121,322
| – | – |
|
|
6
Guidewire Software
GWRE
$18.3B
| $17.5M | 5.48% |
212,761
-70,000
| -25% | -$5.74M |
|
|
CMRC
7
Commerce.com, Inc. Series 1 Common Stock
CMRC
$375M
| $17.3M | 5.44% |
1,938,351
+773,351
| +66% | +$6.91M |
|
|
8
Weave Communications
WEAV
$599M
| $5.64M | 1.77% |
1,134,494
-2,366,140
| -68% | -$11.8M |
|
|
BRDS
9
DELISTED
Bird Global, Inc.
BRDS
| $233K | 0.07% |
833,500
| – | – |
|