Asset Manager
← All Institutions
Lead Edge Capital Management, LLC
Market Value
$550M
+34.9%
Holdings
12
-2
New Purchases
0
Added To
7
Closed
0
Reduced
2
Top 10 Concentration
99.5%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 4 | $240M | 43.6% |
| Mid Cap | 7 | $274M | 49.7% |
| Small Cap | 1 | $37M | 6.7% |
Portfolio Analytics
Avg Market Cap
$14.4B
Median Market Cap
$6.0B
Avg P/E
86.6
Median P/E
37.6
Avg Dividend Yield
—%
Avg Beta
1.08
# Stocks
12
# ETFs / Funds
0
Top Holdings (12 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | TOST | 15.27% | 3,021,216 | $84M | $27.82 | $49M | +1,714,854 | +131.3% | |
| 2 | WDAY | 13.88% | 623,867 | $76M | $122.42 | -$4M | +8,197 | +1.3% | |
| 3 | APPN | 11.98% | 2,878,544 | $66M | $22.90 | $20M | +972,910 | +51.0% | |
| 4 | APPF | 11.64% | 399,656 | $64M | $160.35 | $31M | +189,396 | +90.1% | |
| 5 | RELY | 10.94% | 2,687,772 | $60M | $22.41 | $1M | -1,084,183 | -28.7% | |
| 6 | NCNO | 10.88% | 3,662,570 | $60M | $16.35 | $35M | +1,975,090 | +117.0% | |
| 7 | VEEV | 10.52% | 326,306 | $58M | $177.47 | $20M | +111,897 | +52.2% | |
| 8 | YEXT | 6.66% | 7,843,296 | $37M | $4.67 | $7M | — | — | |
| 9 | MDB | 3.95% | 64,678 | $22M | $335.90 | -$20M | -105,747 | -62.0% | |
| 10 | PCOR | 3.80% | 515,051 | $21M | $40.62 | $3M | +205,478 | +66.4% | |
| 11 | EQPT | 0.39% | 110,000 | $2M | $19.66 | -$78K | — | — | |
| 12 | LIF | 0.09% | 8,834 | $489K | $55.36 | $128K | — | — |