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
-$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$5.38M
3
+$1.56M

Top Sells

1
+$53.5M
2
+$7.26M
3
+$6.72M
4
NATL icon
NCR Atleos
NATL
+$2.71M
5
EB icon
Eventbrite
EB
+$959

Sector Composition

1 Technology 93.04%
2 Communication Services 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.2M 21.27%
11,474,281
2
$69.1M 21.25%
2,774,100
3
$47.9M 14.73%
2,241,530
+73,100
4
$44.1M 13.56%
2,655,554
-437,000
5
$24.8M 7.63%
212,761
6
$23.7M 7.29%
1,199,961
-137,000
7
$22.6M 6.96%
4,130,821
-175
8
$10.5M 3.23%
301,345
-1,535,033
9
$7.87M 2.42%
+850,967
10
$5.38M 1.66%
+110,000
11
– –
-140,500