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Lenny Rachitsky
The Land & Expand Leaders Index

LENNY

$LENNY

Index Performance

-9.21%
LENNY
-1.76%
SP500
-6.53%
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 28, 2023
CSV download
Doximity, Inc. (DOCS)9.92%N/A$2.591B19.67%87.87%14.57x
Snowflake, Inc. (SNOW)9.33%N/A$48.637B35.55%65.93%22.40x
CS Disco, Inc. (LAW)5.28%N/A$0.405B1.68%73.63%2.40x
CrowdStrike Holdings, Inc. (CRWD)5.01%N/A$36.856B36.71%74.93%13.93x
SentinelOne, Inc. (S)4.88%N/A$3.911B45.77%70.11%7.97x
nCino, Inc. (NCNO)4.81%N/A$3.303B17.67%55.43%8.09x
Bill Holdings, Inc. (BILL)4.78%N/A$10.575B47.83%76.86%10.96x
Datadog, Inc. (DDOG)4.72%N/A$26.267B25.44%79.97%16.02x
JFrog Ltd. (FROG)4.70%N/A$2.670B24.13%77.55%7.67x
Toast, Inc. (TOST)4.63%N/A$7.670B44.89%21.27%3.31x
HashiCorp, Inc. (HCP)4.55%N/A$2.477B25.81%79.52%8.25x
Gitlab, Inc. (GTLB)4.52%N/A$4.470B38.14%89.50%13.31x
Confluent, Inc. (CFLT)4.50%N/A$6.199B35.78%69.48%14.30x
Splunk, Inc. (SPLK)2.03%N/A$24.700B14.00%76.25%5.11x
Alteryx, Inc. (AYX)1.78%N/A$2.276B4.08%82.45%4.21x
WalkMe Ltd. (WKME)1.76%N/A$0.750B10.37%82.48%2.38x
Asana, Inc. (ASAN)1.69%N/A$2.313B20.43%90.01%8.35x
Elastic NV (ESTC)1.69%N/A$7.990B17.46%73.21%5.52x
Amplitude, Inc. (AMPL)1.68%N/A$0.948B16.58%74.65%3.82x
Cloudflare, Inc. (NET)1.68%N/A$17.713B31.54%75.62%19.16x
Braze, Inc. (BRZE)1.68%N/A$3.119B33.64%69.18%9.77x
monday.com Ltd. (MNDY)1.63%N/A$7.306B42.00%88.89%11.74x
Zscaler, Inc. (ZS)1.62%N/A$21.909B43.06%77.42%13.97x
Okta, Inc. (OKTA)1.62%N/A$12.650B23.06%73.20%5.80x
Sprinklr, Inc. (CXM)1.60%N/A$1.958B18.48%75.62%5.02x
UiPath, Inc. (PATH)1.60%N/A$7.889B18.61%82.76%7.32x
Smartsheet, Inc. (SMAR)1.60%N/A$5.303B26.19%80.03%6.28x
PagerDuty, Inc. (PD)1.59%N/A$2.053B19.24%81.57%5.41x
MongoDB, Inc. (MDB)1.59%N/A$23.412B39.56%74.60%19.73x
Twilio, Inc. (TWLO)1.55%N/A$10.403B10.01%46.97%2.27x
Market data by FactSet