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
$325M
AUM Growth
+$6.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$29.9M
2 +$2.36M

Top Sells

1 +$57M
2 +$5.64M
3 +$3.86M

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 Change
in Stake
Capital Flow
1
$130M 39.92%
11,474,281
2
$54.6M 16.78%
2,168,430
+93,879
3
$41.7M 12.84%
3,276,154
-302,600
4
$29.9M 9.21%
+3,135,996
5
$28.3M 8.69%
1,827,755
6
$19.3M 5.93%
1,938,351
7
$16.2M 4.98%
212,761
8
$5.26M 1.62%
82,042
-889,424
9
$67.3K 0.02%
33,340
10
-1,134,494