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
$329M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$15.9M
3
+$8.63M
4
NATL icon
NCR Atleos
NATL
+$5.77M

Top Sells

No sells this quarter

Sector Composition

1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YEXT icon
1
Yext
YEXT
$1.02B
$78.8M 23.93%
12,792,078
RELY icon
2
Remitly
RELY
$3.21B
$45.9M 13.95%
2,208,833
+414,733
NCNO icon
3
nCino
NCNO
$2.75B
$44.1M 13.38%
1,604,129
+772,457
APPN icon
4
Appian
APPN
$2.08B
$44M 13.37%
1,528,085
TOST icon
5
Toast
TOST
$21.9B
$34.5M 10.47%
1,038,900
ENFN
6
DELISTED
Enfusion, Inc.
ENFN
$26.9M 8.16%
2,409,967
NATL icon
7
NCR Atleos
NATL
$2.72B
$19.5M 5.93%
740,495
+218,814
STNE icon
8
StoneCo
STNE
$4.78B
$19.4M 5.88%
1,846,391
MDB icon
9
MongoDB
MDB
$25.9B
$15.9M 4.82%
+90,460
LIF
10
Life360
LIF
$6.79B
$339K 0.1%
8,834