LECM
Lead Edge Capital Management Portfolio holdings
AUM
$361M
This Quarter Return
+12.52%
1 Year Return
+35.03%
3 Year Return
+113.94%
5 Year Return
+25.24%
10 Year Return
–
AUM
$345M
AUM Growth
+$345M
(+10%)
Cap. Flow
+$1.37M
Cap. Flow
% of AUM
0.4%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
12
New
2
Increased
3
Reduced
1
Closed
2
Top Buys
| 1 |
nCino
NCNO
|
$21.1M |
| 2 |
Remitly
RELY
|
$14.3M |
| 3 |
Appian
APPN
|
$9.84M |
| 4 |
Yext
YEXT
|
$9.12M |
| 5 |
ENFN
Enfusion, Inc.
ENFN
|
$6.4M |
Top Sells
| 1 |
INST
Instructure Holdings, Inc.
INST
|
$29.6M |
| 2 |
Guidewire Software
GWRE
|
$24.8M |
| 3 |
Eventbrite
EB
|
$4.96M |
Sector Composition
| 1 | Technology | 100% |
| 2 | Communication Services | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Yext
YEXT
$1.11B
| $88.5M | 25.63% | 12,792,078 +1,317,797 | +11% | +$9.12M |
|
2
Toast
TOST
$26.3B
| $70.7M | 20.48% | 2,498,900 | – | – |
|
|
3
Appian
APPN
$2.28B
| $49.3M | 14.28% | 1,445,085 +288,100 | +25% | +$9.84M |
|
4
NCR Atleos
NATL
$2.92B
| $34.2M | 9.91% | 1,199,961 | – | – |
|
|
INST
5
DELISTED
Instructure Holdings, Inc.
INST
| $23.2M | 6.71% | 984,124 -1,257,406 | -56% | -$29.6M |
|
|
ENFN
6
DELISTED
Enfusion, Inc.
ENFN
| $22.9M | 6.62% | 2,409,967 +674,416 | +39% | +$6.4M |
|
|
7
nCino
NCNO
$3.72B
| $21.1M | 6.1% | +667,000 | New | +$21.1M |
|
8
StoneCo
STNE
$4.41B
| $20.8M | 6.02% | 1,846,391 | – | – |
|
|
9
Remitly
RELY
$3.82B
| $14.3M | 4.14% | +1,068,100 | New | +$14.3M |
|
|
LIF
10
Life360
LIF
$7.01B
| $348K | 0.1% | 8,834 | – | – |
|
|
11
Eventbrite
EB
$256M
| – | – | -1,025,280 | Closed | -$4.96M |
|
|
12
Guidewire Software
GWRE
$18.3B
| – | – | -179,761 | Closed | -$24.8M |
|