LECM
Lead Edge Capital Management Portfolio holdings
AUM
$361M
This Quarter Return
+11.26%
1 Year Return
+35.03%
3 Year Return
+113.94%
5 Year Return
+25.24%
10 Year Return
–
AUM
$296M
AUM Growth
+$296M
(-14%)
Cap. Flow
-$74.7M
Cap. Flow
% of AUM
-25.28%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
10
New
–
Increased
3
Reduced
2
Closed
1
Top Buys
| 1 |
Remitly
RELY
|
$16.4M |
| 2 |
nCino
NCNO
|
$5.53M |
| 3 |
Appian
APPN
|
$2.74M |
Top Sells
| 1 |
Toast
TOST
|
$53.2M |
| 2 |
INST
Instructure Holdings, Inc.
INST
|
$23.2M |
| 3 |
NCR Atleos
NATL
|
$23M |
Sector Composition
| 1 | Technology | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Yext
YEXT
$1.11B
| $81.4M | 27.52% | 12,792,078 | – | – |
|
|
2
Appian
APPN
$2.28B
| $50.4M | 17.05% | 1,528,085 +83,000 | +6% | +$2.74M |
|
|
3
Remitly
RELY
$3.82B
| $40.5M | 13.7% | 1,794,100 +726,000 | +68% | +$16.4M |
|
|
4
Toast
TOST
$26.3B
| $37.9M | 12.81% | 1,038,900 -1,460,000 | -58% | -$53.2M |
|
|
5
nCino
NCNO
$3.72B
| $27.9M | 9.45% | 831,672 +164,672 | +25% | +$5.53M |
|
|
ENFN
6
DELISTED
Enfusion, Inc.
ENFN
| $24.8M | 8.4% | 2,409,967 | – | – |
|
|
7
NCR Atleos
NATL
$2.92B
| $17.7M | 5.99% | 521,681 -678,280 | -57% | -$23M |
|
8
StoneCo
STNE
$4.41B
| $14.7M | 4.98% | 1,846,391 | – | – |
|
|
LIF
9
Life360
LIF
$7.01B
| $365K | 0.12% | 8,834 | – | – |
|
|
INST
10
DELISTED
Instructure Holdings, Inc.
INST
| – | – | -984,124 | Closed | -$23.2M |
|