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Lenny Rachitsky
The Land & Expand Leaders Index

LENNY

$LENNY

Index Performance

-8.27%
LENNY
-1.41%
SP500
-5.92%
EMCLOUD

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 holdings30
What's inside?

Holdings

All holdings as of September 22, 2023
CSV download
Doximity, Inc. (DOCS)9.52%171%$2.496B19.67%87.87%14.57x
Snowflake, Inc. (SNOW)9.37%165%$49.356B35.55%65.93%22.40x
CS Disco, Inc. (LAW)5.23%146%$0.395B1.68%73.63%2.40x
CrowdStrike Holdings, Inc. (CRWD)4.99%134%$36.750B36.71%74.93%13.93x
JFrog Ltd. (FROG)4.89%130%$2.699B24.13%77.55%7.67x
nCino, Inc. (NCNO)4.87%133%$3.568B17.67%55.43%8.09x
SentinelOne, Inc. (S)4.78%134%$3.826B45.77%70.11%7.97x
Datadog, Inc. (DDOG)4.77%130%$26.545B25.44%79.97%16.02x
Toast, Inc. (TOST)4.70%135%$7.646B44.89%21.27%3.31x
Gitlab, Inc. (GTLB)4.68%130%$4.684B38.14%89.50%13.31x
HashiCorp, Inc. (HCP)4.66%134%$2.516B25.81%79.52%8.25x
Bill Holdings, Inc. (BILL)4.65%131%$10.683B47.83%76.86%10.96x
Confluent, Inc. (CFLT)4.64%130%$6.232B35.78%69.48%14.30x
Splunk, Inc. (SPLK)2.04%127%$24.447B14.00%76.25%5.11x
Alteryx, Inc. (AYX)1.78%121%$2.314B4.08%82.45%4.21x
Amplitude, Inc. (AMPL)1.78%123%$0.988B16.58%74.65%3.82x
Elastic NV (ESTC)1.72%125%$7.830B17.46%73.21%5.52x
Zscaler, Inc. (ZS)1.65%125%$22.327B43.06%77.42%13.97x
Braze, Inc. (BRZE)1.64%126%$3.020B33.64%69.18%9.77x
WalkMe Ltd. (WKME)1.63%120%$0.724B10.37%82.48%2.38x
monday.com Ltd. (MNDY)1.63%120%$7.495B42.00%88.89%11.74x
Sprinklr, Inc. (CXM)1.63%125%$1.960B18.48%75.62%5.02x
Okta, Inc. (OKTA)1.62%122%$12.647B23.06%73.20%5.80x
PagerDuty, Inc. (PD)1.62%124%$2.109B19.24%81.57%5.41x
Twilio, Inc. (TWLO)1.60%122%$10.738B10.01%46.97%2.27x
Asana, Inc. (ASAN)1.59%120%$2.299B20.43%90.01%8.35x
Smartsheet, Inc. (SMAR)1.59%129%$5.326B26.19%80.03%6.28x
UiPath, Inc. (PATH)1.57%126%$7.889B18.61%82.76%7.32x
MongoDB, Inc. (MDB)1.57%120%$23.955B39.56%74.60%19.73x
Cloudflare, Inc. (NET)1.56%124%$16.899B31.54%75.62%19.16x
Market data by FactSet