Asset Manager
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Lead Edge Capital Management, LLC
Market Value
$390M
+3.0%
Holdings
8
-1
New Purchases
0
Added To
2
Closed
0
Reduced
3
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 1 | $54M | 13.8% |
| Mid Cap | 4 | $133M | 34.1% |
| Small Cap | 3 | $203M | 52.2% |
Portfolio Analytics
Avg Market Cap
$6.0B
Median Market Cap
$3.3B
Avg P/E
89.5
Median P/E
20.7
Avg Dividend Yield
—%
Avg Beta
0.87
# Stocks
8
# ETFs / Funds
0
Top Holdings (8 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | YEXT | 26.44% | 12,792,078 | $103M | $8.06 | -$6M | — | — | |
| 2 | APPN | 14.61% | 1,608,789 | $57M | $35.42 | $2M | -202,362 | -11.2% | |
| 3 | RELY | 14.37% | 4,060,413 | $56M | $13.80 | $13M | +1,425,420 | +54.1% | |
| 4 | MDB | 13.78% | 128,055 | $54M | $419.69 | -$5M | -60,469 | -32.1% | |
| 5 | CWAN | 12.04% | 1,946,446 | $47M | $24.12 | $12M | — | — | |
| 6 | NCNO | 11.10% | 1,687,480 | $43M | $25.64 | -$221K | +83,351 | +5.2% | |
| 7 | NATL | 7.51% | 768,415 | $29M | $38.11 | -$4M | -74,947 | -8.9% | |
| 8 | LIF | 0.15% | 8,834 | $567K | $64.14 | -$372K | — | — |