LECM

Lead Edge Capital Management Portfolio holdings

AUM $361M
1-Year Return 35.03%
This Quarter Return
+15.85%
1 Year Return
+35.03%
3 Year Return
+113.94%
5 Year Return
+25.24%
10 Year Return
–
AUM
$361M
AUM Growth
+$32M
Cap. Flow
-$11.1M
Cap. Flow %
-3.07%
Top 10 Hldgs %
100%
Holding
11
New
1
Increased
3
Reduced
1
Closed
2

Top Buys

1
MDB icon
MongoDB
MDB
$28.2M
2
CWAN icon
Clearwater Analytics
CWAN
$24.7M
3
NATL icon
NCR Atleos
NATL
$5.04M
4
APPN icon
Appian
APPN
$2.89M

Top Sells

1
TOST icon
Toast
TOST
$34.5M
2
ENFN
Enfusion, Inc.
ENFN
$26.9M
3
STNE icon
StoneCo
STNE
$10.6M

Sector Composition

1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
YEXT icon
1
Yext
YEXT
$1.1B
$109M 30.1%
12,792,078
– –
APPN icon
2
Appian
APPN
$2.26B
$48.5M 13.43%
1,624,797
+96,712
+6% +$2.89M
MDB icon
3
MongoDB
MDB
$26.4B
$47.2M 13.07%
224,859
+134,399
+149% +$28.2M
NCNO icon
4
nCino
NCNO
$3.52B
$44.9M 12.42%
1,604,129
– –
RELY icon
5
Remitly
RELY
$4.02B
$41.5M 11.48%
2,208,833
– –
NATL icon
6
NCR Atleos
NATL
$2.95B
$26.2M 7.24%
917,028
+176,533
+24% +$5.04M
CWAN icon
7
Clearwater Analytics
CWAN
$6.07B
$24.7M 6.84%
+1,126,900
New +$24.7M
STNE icon
8
StoneCo
STNE
$4.63B
$19M 5.25%
1,183,391
-663,000
-36% -$10.6M
LIF
9
Life360
LIF
$7.25B
$576K 0.16%
8,834
– –
TOST icon
10
Toast
TOST
$24B
– –
-1,038,900
Closed -$34.5M
ENFN
11
DELISTED
Enfusion, Inc.
ENFN
– –
-2,409,967
Closed -$26.9M