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
$345M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$14.3M
3
+$9.84M
4
YEXT icon
Yext
YEXT
+$9.12M
5
ENFN
Enfusion, Inc.
ENFN
+$6.4M

Top Sells

1
+$29.6M
2
+$24.8M
3
+$4.96M

Sector Composition

1 Technology 100%
2 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$88.5M 25.63%
12,792,078
+1,317,797
2
$70.7M 20.48%
2,498,900
3
$49.3M 14.28%
1,445,085
+288,100
4
$34.2M 9.91%
1,199,961
5
$23.2M 6.71%
984,124
-1,257,406
6
$22.9M 6.62%
2,409,967
+674,416
7
$21.1M 6.1%
+667,000
8
$20.8M 6.02%
1,846,391
9
$14.3M 4.14%
+1,068,100
10
$348K 0.1%
8,834
11
– –
-1,025,280
12
– –
-179,761