LECM
Lead Edge Capital Management Portfolio holdings
AUM
$361M
This Quarter Return
+13.95%
1 Year Return
+35.03%
3 Year Return
+113.94%
5 Year Return
+25.24%
10 Year Return
–
AUM
$374M
AUM Growth
+$374M
(+33%)
Cap. Flow
+$62.5M
Cap. Flow
% of AUM
16.71%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
12
New
3
Increased
1
Reduced
2
Closed
3
Top Buys
| 1 |
Toast
TOST
|
$50.7M |
| 2 |
Eventbrite
EB
|
$34.5M |
| 3 |
NCR Atleos
NATL
|
$32.5M |
| 4 |
EVBG
Everbridge, Inc. Common Stock
EVBG
|
$24.5M |
Top Sells
| 1 |
NCR Voyix
VYX
|
$30.2M |
| 2 |
CMRC
Commerce.com, Inc. Series 1 Common Stock
CMRC
|
$9.47M |
| 3 |
SMAR
Smartsheet Inc.
SMAR
|
$5.36M |
| 4 |
StoneCo
STNE
|
$3.31M |
Sector Composition
| 1 | Technology | 90.77% |
| 2 | Communication Services | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Yext
YEXT
$1.11B
| $67.6M | 18.06% | 11,474,281 | – | – |
|
|
INST
2
DELISTED
Instructure Holdings, Inc.
INST
| $58.6M | 15.65% | 2,168,430 | – | – |
|
|
3
StoneCo
STNE
$4.41B
| $55.8M | 14.9% | 3,092,554 -183,600 | -6% | -$3.31M |
|
|
4
Toast
TOST
$26.3B
| $50.7M | 13.54% | +2,774,100 | New | +$50.7M |
|
|
EVBG
5
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $44.6M | 11.93% | 1,836,378 +1,008,178 | +122% | +$24.5M |
|
|
6
Eventbrite
EB
$256M
| $34.5M | 9.23% | +4,130,996 | New | +$34.5M |
|
|
7
NCR Atleos
NATL
$2.92B
| $32.5M | 8.68% | +1,336,961 | New | +$32.5M |
|
8
Guidewire Software
GWRE
$18.3B
| $23.2M | 6.2% | 212,761 | – | – |
|
|
SMAR
9
DELISTED
Smartsheet Inc.
SMAR
| $6.72M | 1.8% | 140,500 -112,000 | -44% | -$5.36M |
|
|
CMRC
10
Commerce.com, Inc. Series 1 Common Stock
CMRC
$375M
| – | – | -959,471 | Closed | -$9.47M |
|
|
11
NCR Voyix
VYX
$1.82B
| – | – | -1,121,322 | Closed | -$30.2M |
|