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Lenny Rachitsky
The Land & Expand Leaders Index

LENNY

$LENNY

Index Performance

+26.55%
LENNY
+14.42%
SKYY
+11.99%
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 holdings30
What's inside?

Holdings

All holdings as of February 23, 2024
CSV download
Snowflake, Inc. (SNOW)10.97%N/A$74.30B31.80%67.23%17.00
Doximity, Inc. (DOCS)10.36%N/A$3.54B17.37%90.99%10.52
CrowdStrike Holdings, Inc. (CRWD)7.31%N/A$70.77B35.31%75.06%14.31
SentinelOne, Inc. (S)6.29%N/A$6.55B42.35%73.34%6.74
JFrog Ltd. (FROG)6.23%N/A$4.66B24.94%77.47%8.73
Gitlab, Inc. (GTLB)5.57%N/A$7.51B32.47%89.92%10.71
Datadog, Inc. (DDOG)5.32%N/A$39.62B27.06%80.70%19.19
CS Disco, Inc. (LAW)4.27%N/A$443.79M1.36%74.42%1.87
Toast, Inc. (TOST)4.07%N/A$8.96B41.52%21.35%2.23
Confluent, Inc. (CFLT)4.00%N/A$7.64B32.60%70.41%8.04
nCino, Inc. (NCNO)3.51%N/A$3.38B15.81%48.87%6.79
HashiCorp, Inc. (HCP)3.42%N/A$2.54B16.58%82.48%4.60
Bill Holdings, Inc. (BILL)2.25%N/A$6.49B22.50%77.05%6.62
Elastic NV (ESTC)2.15%N/A$12.71B17.48%73.92%6.09
Cloudflare, Inc. (NET)2.03%N/A$29.68B32.97%76.32%21.24
Zscaler, Inc. (ZS)1.95%N/A$33.55B39.70%77.47%12.69
Alteryx, Inc. (AYX)1.79%N/A$3.09B13.40%86.49%4.05
UiPath, Inc. (PATH)1.72%N/A$11.33B24.05%84.45%5.82
Splunk, Inc. (SPLK)1.67%N/A$26.22B14.80%79.96%6.60
monday.com Ltd. (MNDY)1.65%N/A$9.91B40.59%88.95%11.00
MongoDB, Inc. (MDB)1.62%N/A$32.48B29.77%74.63%15.11
Braze, Inc. (BRZE)1.59%N/A$3.92B33.11%70.66%8.62
WalkMe Ltd. (WKME)1.44%N/A$878.94M8.96%83.48%2.63
Amplitude, Inc. (AMPL)1.37%N/A$1.02B16.05%73.97%4.25
Smartsheet, Inc. (SMAR)1.30%N/A$5.73B23.22%80.87%5.29
Okta, Inc. (OKTA)1.28%N/A$13.01B21.40%75.17%4.78
PagerDuty, Inc. (PD)1.28%N/A$2.13B15.41%81.88%4.21
Asana, Inc. (ASAN)1.28%N/A$2.45B17.72%90.36%6.09
Twilio, Inc. (TWLO)1.20%N/A$10.23B8.56%47.30%2.66
Sprinklr, Inc. (CXM)1.11%N/A$1.94B18.49%75.04%4.35
Market data by FactSet