LECM
Lead Edge Capital Management Portfolio holdings
AUM
$361M
This Quarter Return
-6.9%
1 Year Return
+35.03%
3 Year Return
+113.94%
5 Year Return
+25.24%
10 Year Return
–
AUM
$329M
AUM Growth
+$329M
(+11%)
Cap. Flow
+$51.5M
Cap. Flow
% of AUM
15.64%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
10
New
1
Increased
3
Reduced
–
Closed
–
Top Buys
| 1 |
nCino
NCNO
|
$21.2M |
| 2 |
MongoDB
MDB
|
$15.9M |
| 3 |
Remitly
RELY
|
$8.63M |
| 4 |
NCR Atleos
NATL
|
$5.77M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Yext
YEXT
$1.11B
| $78.8M | 23.93% |
12,792,078
| – | – |
|
|
2
Remitly
RELY
$3.82B
| $45.9M | 13.95% |
2,208,833
+414,733
| +23% | +$8.63M |
|
|
3
nCino
NCNO
$3.72B
| $44.1M | 13.38% |
1,604,129
+772,457
| +93% | +$21.2M |
|
4
Appian
APPN
$2.28B
| $44M | 13.37% |
1,528,085
| – | – |
|
5
Toast
TOST
$26.3B
| $34.5M | 10.47% |
1,038,900
| – | – |
|
|
ENFN
6
DELISTED
Enfusion, Inc.
ENFN
| $26.9M | 8.16% |
2,409,967
| – | – |
|
|
7
NCR Atleos
NATL
$2.92B
| $19.5M | 5.93% |
740,495
+218,814
| +42% | +$5.77M |
|
8
StoneCo
STNE
$4.41B
| $19.4M | 5.88% |
1,846,391
| – | – |
|
|
9
MongoDB
MDB
$25.7B
| $15.9M | 4.82% |
+90,460
| New | +$15.9M |
|
|
LIF
10
Life360
LIF
$7.01B
| $339K | 0.1% |
8,834
| – | – |
|