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
$296M
AUM Growth
-$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$5.53M
3
+$2.74M

Top Sells

1
+$53.2M
2
+$23.2M
3
+$23M

Sector Composition

1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$81.4M 27.52%
12,792,078
2
$50.4M 17.05%
1,528,085
+83,000
3
$40.5M 13.7%
1,794,100
+726,000
4
$37.9M 12.81%
1,038,900
-1,460,000
5
$27.9M 9.45%
831,672
+164,672
6
$24.8M 8.4%
2,409,967
7
$17.7M 5.99%
521,681
-678,280
8
$14.7M 4.98%
1,846,391
9
$365K 0.12%
8,834
10
– –
-984,124