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Lenny Rachitsky

The Land & Expand Leaders Index

LENNY

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Index Performance

+21.83%
LENNY
+23.60%
SKYY
+17.14%
SPY

Overview

Description

The Land & Expand Leaders Index (LENNY) targets business-to-business (B2B) software as a service (SaaS) companies that have best-in-class go-to-market models as represented by annual Net Dollar Retention (or Net Revenue Rates) rates of 120% and higher.

Full methodology
  • TickerLENNY
  • Inception Date06/01/2022
  • WeightingCustom
  • # of holdings25
What's inside?

Holdings

All holdings as of July 11, 2025
CSV download
Doximity, Inc. (DOCS)20.87%N/A$11.31B19.98%90.20%18.89
CrowdStrike Holdings, Inc. (CRWD)10.68%N/A$119.25B19.80%73.80%24.84
Snowflake, Inc. (SNOW)10.46%N/A$70.35B25.75%65.50%13.50
Toast, Inc. (TOST)8.18%N/A$25.10B24.37%25.88%3.55
JFrog Ltd. (FROG)5.68%N/A$4.56B22.03%74.34%6.83
Datadog, Inc. (DDOG)5.64%N/A$47.44B24.59%79.28%11.80
SentinelOne, Inc. (S)3.98%N/A$5.75B22.90%75.32%6.15
Cloudflare, Inc. (NET)3.61%N/A$62.87B26.54%75.88%21.76
nCino, Inc. (NCNO)3.54%N/A$3.34B12.53%56.44%5.13
Gitlab, Inc. (GTLB)3.37%N/A$6.94B26.79%88.33%8.22
Confluent, Inc. (CFLT)3.07%N/A$8.22B24.80%74.46%6.94
CS Disco, Inc. (LAW)2.62%N/A$248.09M3.04%74.07%0.94
Zscaler, Inc. (ZS)2.42%N/A$45.11B22.57%77.01%13.06
Twilio, Inc. (TWLO)2.32%N/A$17.28B11.98%48.62%3.16
monday.com Ltd. (MNDY)2.20%N/A$14.45B30.12%89.79%11.02
Bill Holdings, Inc. (BILL)1.84%N/A$4.61B10.89%78.17%2.95
Okta, Inc. (OKTA)1.44%N/A$16.03B11.51%77.47%7.30
Amplitude, Inc. (AMPL)1.41%N/A$1.58B10.09%74.58%3.64
Elastic NV (ESTC)1.39%N/A$8.89B17.04%74.39%5.48
Asana, Inc. (ASAN)1.03%N/A$3.27B8.59%89.73%4.85
UiPath, Inc. (PATH)0.98%N/A$6.61B6.42%82.09%3.50
PagerDuty, Inc. (PD)0.88%N/A$1.37B7.77%83.99%2.73
Sprinklr, Inc. (CXM)0.84%N/A$2.21B4.87%69.52%1.80
Braze, Inc. (BRZE)0.78%N/A$2.94B19.64%68.62%4.52
MongoDB, Inc. (MDB)0.78%N/A$16.55B21.85%70.65%5.50
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