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Lenny Rachitsky
The Land & Expand Leaders Index

LENNY

$LENNY

Index Performance

-0.56%
LENNY
+7.72%
SKYY
+10.41%
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 March 28, 2024
CSV download
Doximity, Inc. (DOCS)10.62%N/A$3.29B17.37%90.99%10.52
Snowflake, Inc. (SNOW)8.44%N/A$54.01B35.86%66.40%21.60
CrowdStrike Holdings, Inc. (CRWD)8.04%N/A$73.54B36.33%75.17%22.46
JFrog Ltd. (FROG)6.82%N/A$4.70B24.94%77.47%8.73
SentinelOne, Inc. (S)5.81%N/A$5.80B47.13%69.85%11.17
Datadog, Inc. (DDOG)5.48%N/A$37.81B27.06%80.70%19.19
CS Disco, Inc. (LAW)5.35%N/A$496.43M2.15%74.69%2.22
Toast, Inc. (TOST)5.21%N/A$10.89B41.52%21.35%2.24
Gitlab, Inc. (GTLB)5.03%N/A$6.29B36.66%89.77%17.21
nCino, Inc. (NCNO)4.82%N/A$4.27B16.71%54.34%7.37
HashiCorp, Inc. (HCP)4.53%N/A$3.41B22.54%81.36%5.10
Confluent, Inc. (CFLT)4.02%N/A$6.89B32.60%70.41%8.04
Bill Holdings, Inc. (BILL)2.73%N/A$7.22B22.50%77.05%6.62
Cloudflare, Inc. (NET)2.15%N/A$28.89B32.97%76.32%21.24
monday.com Ltd. (MNDY)1.93%N/A$11.05B40.59%88.95%11.00
UiPath, Inc. (PATH)1.81%N/A$10.96B23.57%84.81%8.52
Elastic NV (ESTC)1.79%N/A$10.10B19.45%74.19%9.74
Okta, Inc. (OKTA)1.74%N/A$16.75B21.80%74.33%5.58
Zscaler, Inc. (ZS)1.73%N/A$28.87B35.45%77.55%17.87
WalkMe Ltd. (WKME)1.43%N/A$790.65M8.96%83.64%2.65
MongoDB, Inc. (MDB)1.40%N/A$26.09B31.07%74.15%16.49
Twilio, Inc. (TWLO)1.38%N/A$11.13B8.56%47.25%2.67
PagerDuty, Inc. (PD)1.36%N/A$2.10B16.16%77.19%4.84
Amplitude, Inc. (AMPL)1.35%N/A$935.79M16.05%73.97%4.25
Braze, Inc. (BRZE)1.34%N/A$3.04B32.74%68.61%10.41
Smartsheet, Inc. (SMAR)1.30%N/A$5.29B24.96%80.55%5.71
Asana, Inc. (ASAN)1.21%N/A$2.16B19.24%90.20%5.51
Sprinklr, Inc. (CXM)1.17%N/A$1.86B18.47%75.50%4.03
Market data by FactSet