LECM

Lead Edge Capital Management Portfolio holdings

AUM $390M
1-Year Est. Return 24.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$24.8M
3
+$4.76M
4
APPN icon
Appian
APPN
+$2.9M

Top Sells

1
+$34.5M
2
+$26.9M
3
+$8.85M

Sector Composition

1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$109M 30.1%
12,792,078
2
$48.5M 13.43%
1,624,797
+96,712
3
$47.2M 13.07%
224,859
+134,399
4
$44.9M 12.42%
1,604,129
5
$41.5M 11.48%
2,208,833
6
$26.2M 7.24%
917,028
+176,533
7
$24.7M 6.84%
+1,126,900
8
$19M 5.25%
1,183,391
-663,000
9
$576K 0.16%
8,834
10
– –
-2,409,967
11
– –
-1,038,900