Asset Manager
← All Institutions
Lead Edge Capital Management, LLC
Market Value
$408M
+4.6%
Holdings
14
+6
New Purchases
6
Added To
2
Closed
2
Reduced
2
Top 10 Concentration
99.4%
Turnover
57.1%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 4 | $194M | 47.6% |
| Mid Cap | 9 | $184M | 45.1% |
| Small Cap | 1 | $30M | 7.4% |
Portfolio Analytics
Avg Market Cap
$13.1B
Median Market Cap
$6.0B
Avg P/E
79.6
Median P/E
36.7
Avg Dividend Yield
—%
Avg Beta
1.00
# Stocks
14
# ETFs / Funds
0
Top Holdings (14 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | WDAY | 19.61% | 615,670 | $80M | $129.92 | — | +615,670 | — | NEW |
| 2 | RELY | 14.49% | 3,771,955 | $59M | $15.67 | $3M | -288,458 | -7.1% | |
| 3 | APPN | 11.26% | 1,905,634 | $46M | $24.11 | -$11M | +296,845 | +18.4% | |
| 4 | MDB | 10.23% | 170,425 | $42M | $244.77 | -$12M | +42,370 | +33.1% | |
| 5 | VEEV | 9.23% | 214,409 | $38M | $175.66 | — | +214,409 | — | NEW |
| 6 | TOST | 8.49% | 1,306,362 | $35M | $26.51 | — | +1,306,362 | — | NEW |
| 7 | APPF | 8.14% | 210,260 | $33M | $157.82 | — | +210,260 | — | NEW |
| 8 | YEXT | 7.38% | 7,843,296 | $30M | $3.84 | -$73M | -4,948,782 | -38.7% | |
| 9 | NCNO | 6.20% | 1,687,480 | $25M | $14.98 | -$18M | — | — | |
| 10 | PCOR | 4.33% | 309,573 | $18M | $57.00 | — | +309,573 | — | NEW |
| 11 | EQPT | 0.55% | 110,000 | $2M | $20.37 | — | +110,000 | — | NEW |
| 12 | LIF | 0.09% | 8,834 | $361K | $40.82 | -$206K | — | — | |
| 13 | NATL | —% | — | — | — | -$29M | -768,415 | -100.0% | SOLD |
| 14 | CWAN | —% | — | — | — | -$47M | -1,946,446 | -100.0% | SOLD |