LECM

Lead Edge Capital Management Portfolio holdings

AUM $361M
This Quarter Return
+12.99%
1 Year Return
+35.03%
3 Year Return
+113.94%
5 Year Return
+25.24%
10 Year Return
–
AUM
$325M
AUM Growth
+$325M
Cap. Flow
-$35.8M
Cap. Flow %
-11.02%
Top 10 Hldgs %
100%
Holding
10
New
1
Increased
1
Reduced
3
Closed
1

Top Buys

1
EB icon
Eventbrite
EB
$29.9M
2
INST
Instructure Holdings, Inc.
INST
$2.36M

Top Sells

1
ESTC icon
Elastic
ESTC
$57M
2
WEAV icon
Weave Communications
WEAV
$5.64M
3
STNE icon
StoneCo
STNE
$3.86M
4
BRDS
Bird Global, Inc.
BRDS
$1.62M

Sector Composition

1 Technology 90.77%
2 Communication Services 9.21%
3 Consumer Discretionary 0.02%
4 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
YEXT icon
1
Yext
YEXT
$1.11B
$130M 39.92%
11,474,281
– –
INST
2
DELISTED
Instructure Holdings, Inc.
INST
$54.6M 16.78%
2,168,430
+93,879
+5% +$2.36M
STNE icon
3
StoneCo
STNE
$4.41B
$41.7M 12.84%
3,276,154
-302,600
-8% -$3.86M
EB icon
4
Eventbrite
EB
$256M
$29.9M 9.21%
+3,135,996
New +$29.9M
VYX icon
5
NCR Voyix
VYX
$1.82B
$28.3M 8.69%
1,121,322
– –
CMRC
6
Commerce.com, Inc. Series 1 Common Stock
CMRC
$375M
$19.3M 5.93%
1,938,351
– –
GWRE icon
7
Guidewire Software
GWRE
$18.3B
$16.2M 4.98%
212,761
– –
ESTC icon
8
Elastic
ESTC
$9.04B
$5.26M 1.62%
82,042
-889,424
-92% -$57M
BRDS
9
DELISTED
Bird Global, Inc.
BRDS
$67.3K 0.02%
33,340
-800,160
-96% -$1.62M
WEAV icon
10
Weave Communications
WEAV
$599M
– –
-1,134,494
Closed -$5.64M