LECM

Lead Edge Capital Management Portfolio holdings

AUM $408M
1-Year Est. Return 4.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-4.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$7.65M
3
+$5.6M

Top Sells

1
+$19M
2
+$9.34M
3
+$2.56M

Sector Composition

1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$109M 28.8%
12,792,078
2
$58.5M 15.46%
188,524
-36,335
3
$55.4M 14.63%
1,811,151
+186,354
4
$43.5M 11.49%
1,604,129
5
$43M 11.35%
2,634,993
+426,160
6
$35.1M 9.27%
1,946,446
+819,546
7
$33.2M 8.76%
843,362
-73,666
8
$939K 0.25%
8,834
9
– –
-1,183,391