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Lenny Rachitsky
The Land & Expand Leaders Index

LENNY

Index Performance

-9.38%
LENNY
-4.10%
SKYY
+4.61%
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 holdings28
What's inside?

Holdings

All holdings as of June 21, 2024
CSV download
Doximity, Inc. (DOCS)11.94%N/A$3.38B13.45%89.34%10.07
CrowdStrike Holdings, Inc. (CRWD)10.49%N/A$87.88B32.99%75.47%21.41
Snowflake, Inc. (SNOW)7.34%N/A$42.79B32.89%65.71%16.11
HashiCorp, Inc. (HCP)6.17%N/A$5.09B16.38%81.12%8.56
Toast, Inc. (TOST)5.88%N/A$11.57B31.26%23.16%3.05
Datadog, Inc. (DDOG)5.73%N/A$36.27B26.89%81.95%18.68
JFrog Ltd. (FROG)5.73%N/A$3.66B25.67%79.09%11.27
SentinelOne, Inc. (S)5.02%N/A$5.25B39.70%73.10%8.49
nCino, Inc. (NCNO)4.49%N/A$3.65B12.68%57.21%6.79
CS Disco, Inc. (LAW)4.21%N/A$349.06M7.37%75.11%2.55
Gitlab, Inc. (GTLB)4.16%N/A$5.81B33.35%88.90%11.71
Confluent, Inc. (CFLT)3.92%N/A$6.62B24.63%71.83%10.73
WalkMe Ltd. (WKME)2.53%N/A$1.29B4.07%85.60%1.95
Elastic NV (ESTC)2.14%N/A$11.07B18.55%73.79%8.00
monday.com Ltd. (MNDY)2.12%N/A$11.01B33.69%89.19%13.49
Bill Holdings, Inc. (BILL)2.11%N/A$5.12B18.52%78.37%5.56
Cloudflare, Inc. (NET)1.90%N/A$23.47B30.47%77.54%23.46
Zscaler, Inc. (ZS)1.77%N/A$27.14B32.09%78.47%12.63
Okta, Inc. (OKTA)1.59%N/A$13.99B19.11%76.01%6.14
Smartsheet, Inc. (SMAR)1.59%N/A$5.91B19.60%81.63%4.57
PagerDuty, Inc. (PD)1.41%N/A$2.05B7.68%82.60%3.96
Twilio, Inc. (TWLO)1.36%N/A$9.37B4.02%50.69%2.01
Braze, Inc. (BRZE)1.18%N/A$2.75B33.09%67.11%7.56
Amplitude, Inc. (AMPL)1.15%N/A$749.35M9.25%73.93%3.56
Asana, Inc. (ASAN)1.12%N/A$1.87B13.15%89.68%4.65
UiPath, Inc. (PATH)1.05%N/A$5.86B15.72%83.31%6.61
MongoDB, Inc. (MDB)0.98%N/A$16.69B22.34%72.17%14.62
Sprinklr, Inc. (CXM)0.92%N/A$1.30B13.03%73.88%3.66
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