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Lenny Rachitsky
The Land & Expand Leaders Index

LENNY

Index Performance

+34.36%
LENNY
+28.95%
SKYY
+9.67%
SPY
Sep 3, 2024Sep 11, 2024Sep 19, 2024Sep 27, 2024Oct 7, 2024Oct 15, 2024Oct 23, 2024Oct 31, 2024Nov 8, 2024Nov 18, 2024Dec 2, 2024-10%0%10%20%30%40%

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 holdings27
What's inside?
Sectors
  • Technology Services
    100.00%

Holdings

All holdings as of December 2, 2024
CSV download
Doximity, Inc. (DOCS)17.91%N/A$9.97B20.44%90.01%15.36
Snowflake, Inc. (SNOW)7.83%N/A$56.92B28.32%64.66%10.70
Toast, Inc. (TOST)7.58%N/A$24.07B26.45%24.67%3.32
CrowdStrike Holdings, Inc. (CRWD)7.40%N/A$85.42B28.52%74.65%18.57
SentinelOne, Inc. (S)5.84%N/A$8.70B33.14%74.52%8.85
Datadog, Inc. (DDOG)5.81%N/A$51.94B26.02%80.01%15.35
HashiCorp, Inc. (HCP)4.82%N/A$6.82B15.28%81.71%8.77
Gitlab, Inc. (GTLB)4.66%N/A$10.11B30.81%88.30%11.25
nCino, Inc. (NCNO)4.62%N/A$4.80B12.94%56.25%7.43
JFrog Ltd. (FROG)4.08%N/A$3.44B23.04%73.82%6.75
Confluent, Inc. (CFLT)3.57%N/A$10.17B24.99%74.66%6.40
CS Disco, Inc. (LAW)3.41%N/A$359.45M3.79%73.14%1.62
Bill Holdings, Inc. (BILL)3.15%N/A$9.27B17.53%78.34%3.73
Twilio, Inc. (TWLO)2.04%N/A$16.12B9.67%50.00%2.03
monday.com Ltd. (MNDY)2.00%N/A$13.70B32.67%89.65%13.93
Cloudflare, Inc. (NET)2.00%N/A$36.05B28.15%77.69%17.38
Elastic NV (ESTC)1.74%N/A$11.72B17.63%74.50%5.58
Smartsheet, Inc. (SMAR)1.62%N/A$7.81B17.33%81.96%5.86
Zscaler, Inc. (ZS)1.61%N/A$31.99B26.42%77.38%11.36
Okta, Inc. (OKTA)1.16%N/A$13.73B16.19%76.01%6.22
Amplitude, Inc. (AMPL)1.16%N/A$1.38B6.48%75.02%2.73
PagerDuty, Inc. (PD)1.13%N/A$1.95B9.41%82.96%3.47
MongoDB, Inc. (MDB)1.10%N/A$24.02B12.82%73.15%9.63
Braze, Inc. (BRZE)1.03%N/A$4.04B26.40%70.16%7.56
Asana, Inc. (ASAN)1.03%N/A$3.45B10.31%88.85%4.49
UiPath, Inc. (PATH)1.01%N/A$7.99B10.07%80.01%3.80
Sprinklr, Inc. (CXM)0.71%N/A$2.13B10.50%72.58%2.92
Market data by FactSet