Asset Manager
← All Institutions
Lead Edge Capital Management, LLC
Market Value
$361M
+9.7%
Holdings
11
+1
New Purchases
1
Added To
3
Closed
2
Reduced
1
Top 10 Concentration
100.0%
Turnover
27.3%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 2 | $47M | 13.1% |
| Mid Cap | 5 | $112M | 31.0% |
| Small Cap | 4 | $202M | 56.0% |
Portfolio Analytics
Avg Market Cap
$6.0B
Median Market Cap
$3.3B
Avg P/E
104.4
Median P/E
26.9
Avg Dividend Yield
0.02%
Avg Beta
1.03
# Stocks
11
# ETFs / Funds
0
Top Holdings (11 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | YEXT | 30.10% | 12,792,078 | $109M | $8.50 | $30M | — | — | |
| 2 | APPN | 13.43% | 1,624,797 | $49M | $29.86 | $4M | +96,712 | +6.3% | |
| 3 | MDB | 13.07% | 224,859 | $47M | $209.99 | $31M | +134,399 | +148.6% | |
| 4 | NCNO | 12.42% | 1,604,129 | $45M | $27.97 | $802K | — | — | |
| 5 | RELY | 11.48% | 2,208,833 | $41M | $18.77 | -$4M | — | — | |
| 6 | NATL | 7.24% | 917,028 | $26M | $28.53 | $7M | +176,533 | +23.8% | |
| 7 | CWAN | 6.84% | 1,126,900 | $25M | $21.93 | — | +1,126,900 | — | NEW |
| 8 | STNE | 5.25% | 1,183,391 | $19M | $16.04 | -$369K | -663,000 | -35.9% | |
| 9 | LIF | 0.16% | 8,834 | $576K | $65.25 | $237K | — | — | |
| 10 | TOST | —% | — | — | — | -$34M | -1,038,900 | -100.0% | SOLD |
| 11 | ENFN | —% | — | — | — | -$27M | -2,409,967 | -100.0% | SOLD |
New Positions
| Symbol | Value | % Port |
|---|---|---|
| CWAN | $25M | 6.84% |