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
$313M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$7.54M
3
+$286K

Top Sells

1
+$15M
2
+$10.5M
3
+$9.7M
4
TOST icon
Toast
TOST
+$7.09M
5
DCBO
Docebo
DCBO
+$5.38M

Sector Composition

1 Technology 98.42%
2 Communication Services 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.4M 20.55%
2,498,900
-275,200
2
$61.4M 19.59%
11,474,281
3
$52.5M 16.75%
2,241,530
4
$35.7M 11.39%
+1,156,985
5
$32.4M 10.35%
1,199,961
6
$24.8M 7.91%
179,761
-33,000
7
$22.1M 7.07%
1,846,391
-809,163
8
$14.8M 4.72%
1,735,551
+884,584
9
$4.96M 1.58%
1,025,280
-3,105,541
10
$286K 0.09%
+8,834
11
– –
-110,000
12
– –
-301,345