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LECM

Lead Edge Capital Management Portfolio holdings

AUM $408M
1-Year Est. Return 4.05%
This Fund
S&P 500
This Quarter Est. Return
+12.52%
1 Year Est. Return
-4.05%
3 Year Est. Return
+26.75%
5 Year Est. Return
-20.65%
10 Year Est. Return
–
AUM
$345M
AUM Growth
+$32M
Cap. Flow
-$1.34M
Cap. Flow %
-0.39%
Top 10 Hldgs %
100%
Holding
12
New
2
Increased
3
Reduced
1
Closed
2

Top Buys

Rank Stock Value
1
NCNO icon
nCino
NCNO
+$21.1M
2
RELY icon
Remitly
RELY
+$14.5M
3
APPN icon
Appian
APPN
+$9.33M
4
YEXT icon
Yext
YEXT
+$7.33M
5
ENFN
Enfusion, Inc.
ENFN
+$5.82M

Top Sells

Rank Stock Value
1
INST
Instructure Holdings, Inc.
INST
+$29.7M
2
GWRE icon
Guidewire Software
GWRE
+$24.8M
3
EB
Eventbrite
EB
+$4.96M

Sector Composition

Rank Sector Weight
1 Technology 100%
2 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YEXT icon
1
Yext
YEXT
$546M
$88.5M 25.63%
12,792,078
+1,317,797
+11% +$7.33M
TOST icon
2
Toast
TOST
$17.9B
$70.7M 20.48%
2,498,900
– –
APPN icon
3
Appian
APPN
$1.91B
$49.3M 14.28%
1,445,085
+288,100
+25% +$9.33M
NATL icon
4
NCR Atleos
NATL
$3.48B
$34.2M 9.91%
1,199,961
– –
INST
5
DELISTED
Instructure Holdings, Inc.
INST
$23.2M 6.71%
984,124
-1,257,406
-56% -$29.7M
ENFN
6
DELISTED
Enfusion, Inc.
ENFN
$22.9M 6.62%
2,409,967
+674,416
+39% +$5.82M
NCNO icon
7
nCino
NCNO
$1.96B
$21.1M 6.1%
+667,000
New +$21.1M
STNE icon
8
StoneCo
STNE
$2.7B
$20.8M 6.02%
1,846,391
– –
RELY icon
9
Remitly
RELY
$5.02B
$14.3M 4.14%
+1,068,100
New +$14.5M
LIF
10
Life360
LIF
$4.37B
$348K 0.1%
8,834
– –
EB
11
DELISTED
Eventbrite
EB
– –
-1,025,280
Closed -$4.96M
GWRE icon
12
Guidewire Software
GWRE
$12.4B
– –
-179,761
Closed -$24.8M

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Lead Edge Capital Management's Q3 2024 Portfolio in Review

As of Q3 2024, Lead Edge Capital Management held 12 positions worth $345M, up 10% from $313M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Lead Edge Capital Management's Q3 2024 filing shows 2 new, 3 increased, 1 reduced and 2 closed positions. Its largest new stake was nCino: 667,000 shares worth $21.1M. The largest sale was Instructure Holdings, Inc., an estimated $29.7M.

By sector, the portfolio is most concentrated in Technology at 100% of assets, up from 98% a quarter earlier, followed by Communication Services.

  • Lead Edge Capital Management's largest Q3 2024 buy was nCino: 667,000 shares worth $21.1M.
  • Lead Edge Capital Management added most to Appian in Q3 2024, an estimated $9.33M increase.
  • Lead Edge Capital Management's biggest Q3 2024 reduction was Instructure Holdings, Inc., cutting an estimated $29.7M.
  • Lead Edge Capital Management fully exited Guidewire Software in Q3 2024, selling an estimated $24.8M.
  • Lead Edge Capital Management's ten largest holdings make up 100% of its $345M portfolio in Q3 2024.
  • Lead Edge Capital Management opened 2 new positions and closed 2 in Q3 2024.
  • Lead Edge Capital Management's portfolio value rose 10% quarter-over-quarter to $345M.

Based on Lead Edge Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.