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
$282M
AUM Growth
-$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$10.2M

Top Sells

1
+$29.9M
2
+$9.66M
3
+$5.26M
4
BRDS
Bird Global, Inc.
BRDS
+$67.3K

Sector Composition

1 Technology 88.9%
2 Communication Services 0%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.6M 25.79%
11,474,281
2
$55.1M 19.56%
2,168,430
3
$35M 12.41%
3,276,154
4
$30.2M 10.74%
1,827,755
5
$19.1M 6.8%
212,761
6
$18.6M 6.59%
+828,200
7
$10.2M 3.63%
+252,500
8
$9.47M 3.36%
959,471
-978,880
9
– –
-3,135,996
10
– –
-82,042
11
– –
-33,340