Index Banner
Lenny Rachitsky
The Land & Expand Leaders Index

LENNY

Index Performance

-3.91%
LENNY
+6.99%
SKYY
+7.84%
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 April 12, 2024
CSV download
Doximity, Inc. (DOCS)10.79%N/A$3.16B17.37%90.99%10.52
Snowflake, Inc. (SNOW)8.75%N/A$52.99B35.86%66.40%21.60
CrowdStrike Holdings, Inc. (CRWD)8.18%N/A$70.89B36.33%75.17%22.46
JFrog Ltd. (FROG)6.29%N/A$4.10B24.94%77.47%8.73
Datadog, Inc. (DDOG)5.97%N/A$39.01B27.06%80.70%19.19
SentinelOne, Inc. (S)5.72%N/A$5.98B47.13%69.85%11.17
CS Disco, Inc. (LAW)5.50%N/A$483.00M2.15%74.69%2.22
Toast, Inc. (TOST)5.27%N/A$10.41B41.52%21.35%2.24
Gitlab, Inc. (GTLB)5.20%N/A$7.43B36.66%89.77%17.21
nCino, Inc. (NCNO)4.38%N/A$3.67B16.71%54.34%7.37
HashiCorp, Inc. (HCP)4.36%N/A$3.10B22.54%81.36%5.10
Confluent, Inc. (CFLT)3.97%N/A$6.45B32.60%70.41%8.04
Bill Holdings, Inc. (BILL)2.59%N/A$6.48B22.50%77.05%6.62
Cloudflare, Inc. (NET)2.20%N/A$27.98B32.97%76.32%21.24
Elastic NV (ESTC)1.84%N/A$9.80B19.45%74.19%9.74
monday.com Ltd. (MNDY)1.75%N/A$9.45B40.59%88.95%11.00
UiPath, Inc. (PATH)1.74%N/A$10.08B23.57%84.81%8.52
Okta, Inc. (OKTA)1.73%N/A$15.73B21.80%74.33%5.58
Zscaler, Inc. (ZS)1.72%N/A$27.19B35.45%77.55%17.87
MongoDB, Inc. (MDB)1.45%N/A$25.61B31.07%74.15%16.49
Twilio, Inc. (TWLO)1.45%N/A$11.08B8.56%47.25%2.67
PagerDuty, Inc. (PD)1.40%N/A$2.05B16.16%77.19%4.84
WalkMe Ltd. (WKME)1.39%N/A$729.05M8.96%83.64%2.65
Smartsheet, Inc. (SMAR)1.34%N/A$5.18B24.96%80.55%5.71
Braze, Inc. (BRZE)1.34%N/A$3.08B32.74%68.73%10.41
Amplitude, Inc. (AMPL)1.33%N/A$873.87M16.05%73.97%4.25
Asana, Inc. (ASAN)1.19%N/A$2.01B19.24%90.20%5.51
Sprinklr, Inc. (CXM)1.16%N/A$1.75B18.47%75.48%4.03
Market data by FactSet