Lecap Asset Management
Latest statistics and disclosures from Lecap Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KR, VRSK, CARR, DOV, INTU, and represent 4.99% of Lecap Asset Management's stock portfolio.
- Added to shares of these 10 stocks: KR, VRSK, DOV, INTU, ICLR, ADBE, ITW, HPE, WTW, EPAM.
- Started 121 new stock positions in PGR, CB, NDAQ, WMS, IQV, LAMR, ZI, SPB, SCI, HRL.
- Reduced shares in these 10 stocks: KLAC, WMT, DE, GE, VEEV, MTD, , , NVDA, ELV.
- Sold out of its positions in AGCO, T, ABBV, A, AL, ARE, GOOG, AXP, AIG, ELV.
- Lecap Asset Management was a net buyer of stock by $194M.
- Lecap Asset Management has $480M in assets under management (AUM), dropping by 74.88%.
- Central Index Key (CIK): 0001990849
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Portfolio Holdings for Lecap Asset Management
Lecap Asset Management holds 281 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Kroger (KR) | 1.0 | $4.9M | NEW | 85k | 57.13 |
|
| Verisk Analytics (VRSK) | 1.0 | $4.8M | NEW | 20k | 235.73 |
|
| Carrier Global Corporation (CARR) | 1.0 | $4.8M | +339% | 82k | 58.13 |
|
| Dover Corporation (DOV) | 1.0 | $4.8M | NEW | 27k | 177.19 |
|
| Intuit (INTU) | 1.0 | $4.7M | NEW | 7.3k | 650.00 |
|
| Broadcom (AVGO) | 1.0 | $4.7M | +184% | 3.5k | 1325.41 |
|
| Icon SHS (ICLR) | 1.0 | $4.6M | NEW | 14k | 335.95 |
|
| Adobe Systems Incorporated (ADBE) | 1.0 | $4.6M | NEW | 9.1k | 504.60 |
|
| Zoom Video Communications In Cl A (ZM) | 1.0 | $4.6M | +94% | 70k | 65.37 |
|
| Illinois Tool Works (ITW) | 0.9 | $4.5M | NEW | 17k | 268.33 |
|
| NVR (NVR) | 0.9 | $4.5M | +295% | 554.00 | 8099.96 |
|
| Sba Communications Corp Cl A (SBAC) | 0.9 | $4.4M | +141% | 20k | 216.70 |
|
| 3M Company (MMM) | 0.9 | $4.4M | +288% | 41k | 106.07 |
|
| Amazon (AMZN) | 0.9 | $4.3M | +163% | 24k | 180.38 |
|
| Ciena Corp Com New (CIEN) | 0.9 | $4.3M | +144% | 88k | 49.45 |
|
| Hewlett Packard Enterprise (HPE) | 0.9 | $4.3M | NEW | 241k | 17.73 |
|
| NetApp (NTAP) | 0.9 | $4.3M | +509% | 41k | 104.97 |
|
| Epam Systems (EPAM) | 0.9 | $4.2M | +998% | 15k | 276.16 |
|
| Cigna Corp (CI) | 0.9 | $4.2M | +434% | 12k | 363.19 |
|
| Vici Pptys (VICI) | 0.8 | $4.0M | +178% | 134k | 29.79 |
|
| Willis Towers Watson SHS (WTW) | 0.8 | $4.0M | NEW | 15k | 275.00 |
|
| Ross Stores (ROST) | 0.8 | $3.9M | +83% | 27k | 146.76 |
|
| Jabil Circuit (JBL) | 0.8 | $3.9M | +225% | 29k | 133.95 |
|
| Coupang Cl A (CPNG) | 0.8 | $3.9M | +395% | 220k | 17.79 |
|
| Paycom Software (PAYC) | 0.8 | $3.9M | +99% | 20k | 199.01 |
|
| Align Technology (ALGN) | 0.8 | $3.8M | +621% | 12k | 327.92 |
|
| Micron Technology (MU) | 0.8 | $3.8M | +11% | 32k | 117.89 |
|
| Monolithic Power Systems (MPWR) | 0.8 | $3.8M | +58% | 5.6k | 677.42 |
|
| Five Below (FIVE) | 0.8 | $3.8M | +95% | 21k | 181.38 |
|
| Lauder Estee Cos Cl A (EL) | 0.8 | $3.8M | NEW | 24k | 154.15 |
|
| Twilio Cl A (TWLO) | 0.8 | $3.6M | +94% | 59k | 61.15 |
|
| Verisign (VRSN) | 0.7 | $3.5M | +115% | 19k | 189.51 |
|
| Masco Corporation (MAS) | 0.7 | $3.5M | NEW | 44k | 78.88 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.7 | $3.5M | +426% | 6.6k | 522.88 |
|
| Wabtec Corporation (WAB) | 0.7 | $3.4M | +62% | 24k | 145.68 |
|
| Charles Schwab Corporation (SCHW) | 0.7 | $3.4M | NEW | 47k | 72.34 |
|
| Uipath Cl A (PATH) | 0.7 | $3.3M | +116% | 145k | 22.67 |
|
| Union Pacific Corporation (UNP) | 0.7 | $3.2M | NEW | 13k | 245.93 |
|
| Pvh Corporation (PVH) | 0.7 | $3.2M | +47% | 23k | 140.61 |
|
| Allstate Corporation (ALL) | 0.7 | $3.2M | -4% | 18k | 173.01 |
|
| Humana (HUM) | 0.7 | $3.2M | +49% | 9.1k | 346.72 |
|
| Snowflake Cl A (SNOW) | 0.7 | $3.2M | +349% | 20k | 161.60 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.6 | $3.1M | +13% | 153k | 20.13 |
|
| Principal Financial (PFG) | 0.6 | $3.1M | +131% | 36k | 86.31 |
|
| Leidos Holdings (LDOS) | 0.6 | $3.0M | +348% | 23k | 131.09 |
|
| Gap (GPS) | 0.6 | $2.9M | +39% | 106k | 27.55 |
|
| Ralph Lauren Corp Cl A (RL) | 0.6 | $2.8M | +103% | 15k | 187.76 |
|
| Skechers U S A Cl A (SKX) | 0.6 | $2.7M | +54% | 45k | 61.26 |
|
| Owens Corning (OC) | 0.6 | $2.7M | +35% | 16k | 166.80 |
|
| State Street Corporation (STT) | 0.6 | $2.7M | -2% | 35k | 77.32 |
|
| McKesson Corporation (MCK) | 0.6 | $2.7M | +63% | 5.0k | 536.85 |
|
| Progressive Corporation (PGR) | 0.5 | $2.6M | NEW | 13k | 206.82 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.6M | +23% | 6.2k | 420.52 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.5 | $2.6M | NEW | 18k | 148.44 |
|
| Tyson Foods Cl A (TSN) | 0.5 | $2.6M | +270% | 44k | 58.73 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.5 | $2.6M | NEW | 28k | 90.91 |
|
| MasTec (MTZ) | 0.5 | $2.5M | +91% | 27k | 93.25 |
|
| Archer Daniels Midland Company (ADM) | 0.5 | $2.5M | NEW | 40k | 62.81 |
|
| First Solar (FSLR) | 0.5 | $2.5M | +374% | 15k | 168.80 |
|
| Generac Holdings (GNRC) | 0.5 | $2.5M | NEW | 20k | 126.14 |
|
| Intel Corporation (INTC) | 0.5 | $2.5M | NEW | 56k | 44.17 |
|
| Metropcs Communications (TMUS) | 0.5 | $2.5M | NEW | 15k | 163.22 |
|
| Equitable Holdings (EQH) | 0.5 | $2.4M | +119% | 64k | 38.01 |
|
| Saia (SAIA) | 0.5 | $2.4M | NEW | 4.1k | 585.00 |
|
| Truist Financial Corp equities (TFC) | 0.5 | $2.4M | +626% | 62k | 38.98 |
|
| KBR (KBR) | 0.5 | $2.4M | +185% | 38k | 63.66 |
|
| Stanley Black & Decker (SWK) | 0.5 | $2.3M | +16% | 24k | 97.93 |
|
| Cummins (CMI) | 0.5 | $2.3M | -30% | 7.7k | 294.65 |
|
| Bristol Myers Squibb (BMY) | 0.5 | $2.3M | +53% | 42k | 54.23 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.5 | $2.3M | NEW | 60k | 37.26 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $2.2M | NEW | 3.1k | 732.63 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $2.2M | NEW | 97k | 23.01 |
|
| Smartsheet Com Cl A (SMAR) | 0.5 | $2.2M | +115% | 58k | 38.50 |
|
| Zoetis Cl A (ZTS) | 0.5 | $2.2M | NEW | 13k | 169.21 |
|
| PerkinElmer (RVTY) | 0.5 | $2.2M | NEW | 21k | 105.00 |
|
| Veralto Corp Com Shs (VLTO) | 0.5 | $2.2M | NEW | 25k | 88.66 |
|
| UnitedHealth (UNH) | 0.5 | $2.2M | NEW | 4.4k | 494.70 |
|
| Tapestry (TPR) | 0.4 | $2.1M | +49% | 45k | 47.48 |
|
| Carter's (CRI) | 0.4 | $2.1M | +524% | 25k | 84.68 |
|
| A. O. Smith Corporation (AOS) | 0.4 | $2.1M | +54% | 24k | 89.46 |
|
| Bruker Corporation (BRKR) | 0.4 | $2.1M | +217% | 22k | 93.94 |
|
| Wp Carey (WPC) | 0.4 | $2.1M | +122% | 37k | 56.44 |
|
| eBay (EBAY) | 0.4 | $2.1M | NEW | 39k | 52.78 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.4 | $2.1M | +48% | 39k | 53.10 |
|
| Robert Half International (RHI) | 0.4 | $2.0M | NEW | 26k | 79.28 |
|
| Citizens Financial (CFG) | 0.4 | $2.0M | NEW | 56k | 36.29 |
|
| Cubesmart (CUBE) | 0.4 | $2.0M | +50% | 45k | 45.22 |
|
| Dentsply Sirona (XRAY) | 0.4 | $2.0M | NEW | 60k | 33.19 |
|
| Kimberly-Clark Corporation (KMB) | 0.4 | $2.0M | -24% | 15k | 129.35 |
|
| Ametek (AME) | 0.4 | $2.0M | NEW | 11k | 182.90 |
|
| Docusign (DOCU) | 0.4 | $2.0M | NEW | 33k | 59.55 |
|
| Atlassian Corporation Cl A (TEAM) | 0.4 | $2.0M | NEW | 10k | 195.11 |
|
| Yeti Hldgs (YETI) | 0.4 | $2.0M | +350% | 51k | 38.55 |
|
| Tenet Healthcare Corp Com New (THC) | 0.4 | $2.0M | NEW | 19k | 105.11 |
|
| Advanced Drain Sys Inc Del (WMS) | 0.4 | $1.9M | NEW | 11k | 172.24 |
|
| Nutanix Cl A (NTNX) | 0.4 | $1.9M | +233% | 31k | 61.72 |
|
| Unum (UNM) | 0.4 | $1.9M | NEW | 36k | 53.66 |
|
| Teladoc (TDOC) | 0.4 | $1.9M | +78% | 127k | 15.10 |
|
| WESCO International (WCC) | 0.4 | $1.9M | +148% | 11k | 171.28 |
|
| Azek Cl A (AZEK) | 0.4 | $1.9M | +27% | 38k | 50.22 |
|
| Toast Cl A (TOST) | 0.4 | $1.9M | +42% | 76k | 24.92 |
|
| Qorvo (QRVO) | 0.4 | $1.9M | +301% | 16k | 114.83 |
|
| Voya Financial (VOYA) | 0.4 | $1.9M | +764% | 25k | 73.92 |
|
| Tandem Diabetes Care Com New (TNDM) | 0.4 | $1.9M | +196% | 53k | 35.41 |
|
| New York Times Cl A (NYT) | 0.4 | $1.8M | +172% | 42k | 43.22 |
|
| Brixmor Prty (BRX) | 0.4 | $1.8M | +215% | 76k | 23.45 |
|
| Service Corporation International (SCI) | 0.4 | $1.8M | NEW | 24k | 74.21 |
|
| First Industrial Realty Trust (FR) | 0.4 | $1.8M | +80% | 34k | 52.54 |
|
| Iqvia Holdings (IQV) | 0.4 | $1.8M | NEW | 6.9k | 252.89 |
|
| Arrow Electronics (ARW) | 0.4 | $1.8M | +31% | 14k | 129.46 |
|
| Palo Alto Networks (PANW) | 0.4 | $1.8M | NEW | 6.2k | 284.13 |
|
| SYNNEX Corporation (SNX) | 0.4 | $1.8M | +256% | 16k | 113.10 |
|
| Ss&c Technologies Holding (SSNC) | 0.4 | $1.7M | +43% | 27k | 64.37 |
|
| FedEx Corporation (FDX) | 0.4 | $1.7M | -46% | 6.0k | 289.74 |
|
| Flowserve Corporation (FLS) | 0.4 | $1.7M | +236% | 38k | 45.68 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $1.7M | -56% | 1.9k | 903.56 |
|
| Hormel Foods Corporation (HRL) | 0.4 | $1.7M | NEW | 49k | 34.89 |
|
| General Mills (GIS) | 0.4 | $1.7M | +28% | 24k | 69.97 |
|
| Lululemon Athletica (LULU) | 0.3 | $1.7M | NEW | 4.2k | 390.65 |
|
| Synchrony Financial (SYF) | 0.3 | $1.6M | NEW | 37k | 43.12 |
|
| Nasdaq Omx (NDAQ) | 0.3 | $1.6M | NEW | 25k | 63.10 |
|
| American Homes 4 Rent Cl A (AMH) | 0.3 | $1.6M | -26% | 43k | 36.78 |
|
| Universal Display Corporation (OLED) | 0.3 | $1.6M | NEW | 9.4k | 168.45 |
|
| Allison Transmission Hldngs I (ALSN) | 0.3 | $1.6M | NEW | 20k | 81.16 |
|
| CBOE Holdings (CBOE) | 0.3 | $1.6M | +139% | 8.6k | 183.73 |
|
| Lamar Advertising Cl A (LAMR) | 0.3 | $1.6M | NEW | 13k | 119.41 |
|
| Amdocs SHS (DOX) | 0.3 | $1.5M | +465% | 17k | 90.37 |
|
| Sirius Xm Holdings (SIRI) | 0.3 | $1.5M | +125% | 388k | 3.88 |
|
| Ameriprise Financial (AMP) | 0.3 | $1.5M | NEW | 3.4k | 438.44 |
|
| Brown Forman Corp CL B (BF.B) | 0.3 | $1.5M | +105% | 28k | 51.62 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.3 | $1.5M | +297% | 27k | 53.76 |
|
| Acadia Healthcare (ACHC) | 0.3 | $1.4M | NEW | 18k | 79.22 |
|
| Park Hotels & Resorts Inc-wi (PK) | 0.3 | $1.4M | NEW | 82k | 17.49 |
|
| Workday Cl A (WDAY) | 0.3 | $1.4M | +86% | 5.2k | 272.75 |
|
| Teradata Corporation (TDC) | 0.3 | $1.4M | +219% | 36k | 38.67 |
|
| Victorias Secret And Common Stock (VSCO) | 0.3 | $1.4M | NEW | 72k | 19.38 |
|
| First American Financial (FAF) | 0.3 | $1.4M | +184% | 22k | 61.05 |
|
| Snap-on Incorporated (SNA) | 0.3 | $1.3M | NEW | 4.5k | 296.22 |
|
| Whirlpool Corporation (WHR) | 0.3 | $1.3M | +497% | 11k | 119.63 |
|
| Equinix (EQIX) | 0.3 | $1.3M | -6% | 1.6k | 825.33 |
|
| Nike CL B (NKE) | 0.3 | $1.3M | -34% | 14k | 93.98 |
|
| FTI Consulting (FCN) | 0.3 | $1.3M | NEW | 6.1k | 210.29 |
|
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.3 | $1.3M | NEW | 28k | 46.50 |
|
| Lyft Cl A Com (LYFT) | 0.3 | $1.3M | -26% | 66k | 19.35 |
|
| Fox Corp Cl B Com (FOX) | 0.3 | $1.3M | +12% | 44k | 28.62 |
|
| Science App Int'l (SAIC) | 0.3 | $1.3M | +39% | 9.6k | 130.39 |
|
| Armstrong World Industries (AWI) | 0.3 | $1.2M | NEW | 10k | 124.22 |
|
| American Tower Reit (AMT) | 0.3 | $1.2M | NEW | 6.3k | 197.59 |
|
| Expeditors International of Washington (EXPD) | 0.3 | $1.2M | +44% | 10k | 121.57 |
|
| Hp (HPQ) | 0.3 | $1.2M | +19% | 41k | 30.22 |
|
| Coherent Corp (COHR) | 0.3 | $1.2M | +125% | 20k | 60.62 |
|
| Envista Hldgs Corp (NVST) | 0.3 | $1.2M | +35% | 57k | 21.38 |
|
| Apollo Global Mgmt (APO) | 0.3 | $1.2M | -28% | 11k | 112.45 |
|
| S&p Global (SPGI) | 0.3 | $1.2M | NEW | 2.8k | 425.45 |
|
| Etsy (ETSY) | 0.3 | $1.2M | NEW | 18k | 68.72 |
|
| Gilead Sciences (GILD) | 0.2 | $1.2M | NEW | 16k | 73.25 |
|
| Qualcomm (QCOM) | 0.2 | $1.2M | -64% | 7.0k | 169.30 |
|
| Chubb (CB) | 0.2 | $1.2M | NEW | 4.5k | 259.13 |
|
| Monster Beverage Corp (MNST) | 0.2 | $1.2M | +78% | 20k | 59.28 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.2M | NEW | 2.8k | 418.01 |
|
| Bath & Body Works In (BBWI) | 0.2 | $1.2M | -43% | 23k | 50.02 |
|
| Ringcentral Cl A (RNG) | 0.2 | $1.2M | NEW | 33k | 34.74 |
|
| Vontier Corporation (VNT) | 0.2 | $1.1M | +70% | 24k | 45.36 |
|
| Amgen (AMGN) | 0.2 | $1.1M | NEW | 3.8k | 284.32 |
|
| Janus Henderson Group Ord Shs (JHG) | 0.2 | $1.1M | +161% | 33k | 32.89 |
|
| Landstar System (LSTR) | 0.2 | $1.1M | NEW | 5.6k | 192.76 |
|
| Columbia Sportswear Company (COLM) | 0.2 | $1.1M | NEW | 13k | 81.18 |
|
| SYSCO Corporation (SYY) | 0.2 | $1.1M | -12% | 13k | 81.18 |
|
| Loews Corporation (L) | 0.2 | $1.1M | +132% | 14k | 78.29 |
|
| Dun & Bradstreet Hldgs (DNB) | 0.2 | $1.1M | NEW | 105k | 10.04 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.2 | $1.1M | +8% | 5.4k | 192.88 |
|
| Medtronic SHS (MDT) | 0.2 | $1.0M | NEW | 12k | 87.15 |
|
| EXACT Sciences Corporation (EXAS) | 0.2 | $1.0M | NEW | 15k | 69.06 |
|
| Acuity Brands (AYI) | 0.2 | $1.0M | 3.8k | 268.73 |
|
|
| National Storage Affiliates Com Shs Ben In (NSA) | 0.2 | $1.0M | +119% | 26k | 39.16 |
|
| Merck & Co (MRK) | 0.2 | $996k | +148% | 7.6k | 131.95 |
|
| Wayfair Cl A (W) | 0.2 | $994k | NEW | 15k | 67.88 |
|
| Hldgs (UAL) | 0.2 | $993k | +55% | 21k | 47.88 |
|
| Godaddy Cl A (GDDY) | 0.2 | $989k | -61% | 8.3k | 118.68 |
|
| Booking Holdings (BKNG) | 0.2 | $987k | +62% | 272.00 | 3627.88 |
|
| CSX Corporation (CSX) | 0.2 | $979k | +8% | 26k | 37.07 |
|
| Assured Guaranty (AGO) | 0.2 | $977k | +134% | 11k | 87.25 |
|
| Pegasystems (PEGA) | 0.2 | $975k | NEW | 15k | 64.64 |
|
| Iridium Communications (IRDM) | 0.2 | $972k | +232% | 37k | 26.16 |
|
| Elanco Animal Health (ELAN) | 0.2 | $969k | NEW | 60k | 16.28 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $965k | NEW | 3.0k | 320.59 |
|
| Las Vegas Sands (LVS) | 0.2 | $964k | +81% | 19k | 51.70 |
|
| Okta Cl A (OKTA) | 0.2 | $962k | -48% | 9.2k | 104.62 |
|
| BioMarin Pharmaceutical (BMRN) | 0.2 | $961k | +73% | 11k | 87.34 |
|
| Udr (UDR) | 0.2 | $947k | NEW | 25k | 37.41 |
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.2 | $946k | NEW | 67k | 14.15 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $945k | NEW | 5.7k | 164.96 |
|
| Aon Shs Cl A (AON) | 0.2 | $944k | -45% | 2.8k | 333.72 |
|
| Spotify Technology S A SHS (SPOT) | 0.2 | $930k | +9% | 3.5k | 263.90 |
|
| Doordash Cl A (DASH) | 0.2 | $928k | +29% | 6.7k | 137.72 |
|
| Columbia Banking System (COLB) | 0.2 | $918k | +450% | 47k | 19.35 |
|
| Leggett & Platt (LEG) | 0.2 | $909k | +145% | 47k | 19.15 |
|
| Netflix (NFLX) | 0.2 | $893k | +27% | 1.5k | 607.33 |
|
| Starbucks Corporation (SBUX) | 0.2 | $890k | +67% | 9.7k | 91.39 |
|
| Iac Com New (IAC) | 0.2 | $886k | NEW | 17k | 53.34 |
|
| Affiliated Managers (AMG) | 0.2 | $885k | +39% | 5.3k | 167.47 |
|
| First Horizon National Corporation (FHN) | 0.2 | $884k | -20% | 57k | 15.40 |
|
| Penumbra (PEN) | 0.2 | $882k | +217% | 4.0k | 223.18 |
|
| McDonald's Corporation (MCD) | 0.2 | $871k | NEW | 3.1k | 281.95 |
|
| Boston Properties (BXP) | 0.2 | $867k | NEW | 13k | 65.31 |
|
| Littelfuse (LFUS) | 0.2 | $866k | +199% | 3.6k | 242.35 |
|
| Everest Re Group (EG) | 0.2 | $846k | 2.1k | 397.50 |
|
|
| Clorox Company (CLX) | 0.2 | $846k | NEW | 5.5k | 153.11 |
|
| Bio Rad Labs Cl A (BIO) | 0.2 | $843k | -50% | 2.4k | 345.87 |
|
| Apartment Income Reit Corp (AIRC) | 0.2 | $843k | +18% | 26k | 32.47 |
|
| Manpower (MAN) | 0.2 | $830k | +160% | 11k | 77.64 |
|
| Donaldson Company (DCI) | 0.2 | $828k | +46% | 11k | 74.68 |
|
| Steris Shs Usd (STE) | 0.2 | $814k | NEW | 3.6k | 224.82 |
|
| News Corp Cl A (NWSA) | 0.2 | $799k | NEW | 31k | 26.18 |
|
| Integra Lifesciences Hldgs C Com New (IART) | 0.2 | $792k | NEW | 22k | 35.45 |
|
| Expedia Group Com New (EXPE) | 0.2 | $789k | +75% | 5.7k | 137.75 |
|
| Tesla Motors (TSLA) | 0.2 | $788k | NEW | 4.5k | 175.79 |
|
| Avnet (AVT) | 0.2 | $787k | +67% | 16k | 49.58 |
|
| Euronet Worldwide (EEFT) | 0.2 | $775k | +26% | 7.1k | 109.93 |
|
| Avantor (AVTR) | 0.2 | $759k | -44% | 30k | 25.57 |
|
| Brooks Automation (AZTA) | 0.2 | $757k | +156% | 13k | 60.28 |
|
| Grocery Outlet Hldg Corp (GO) | 0.2 | $740k | +16% | 26k | 28.78 |
|
| Lazard Ltd Shs -a - (LAZ) | 0.2 | $737k | NEW | 18k | 41.87 |
|
| Epr Pptys Com Sh Ben Int (EPR) | 0.2 | $732k | +76% | 17k | 42.45 |
|
| Insulet Corporation (PODD) | 0.2 | $725k | -39% | 4.2k | 171.40 |
|
| Centene Corporation (CNC) | 0.2 | $724k | NEW | 9.2k | 78.48 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $715k | +166% | 743.00 | 962.49 |
|
| Texas Roadhouse (TXRH) | 0.1 | $712k | NEW | 4.6k | 154.47 |
|
| Jefferies Finl Group (JEF) | 0.1 | $707k | NEW | 16k | 44.10 |
|
| IDEX Corporation (IEX) | 0.1 | $704k | NEW | 2.9k | 244.02 |
|
| Campbell Soup Company (CPB) | 0.1 | $698k | NEW | 16k | 44.45 |
|
| Danaher Corporation (DHR) | 0.1 | $694k | NEW | 2.8k | 249.72 |
|
| Freshpet (FRPT) | 0.1 | $685k | NEW | 5.9k | 115.86 |
|
| Franklin Resources (BEN) | 0.1 | $676k | NEW | 24k | 28.11 |
|
| Onemain Holdings (OMF) | 0.1 | $662k | +34% | 13k | 51.09 |
|
| Organon & Co Common Stock (OGN) | 0.1 | $656k | +67% | 35k | 18.80 |
|
| Rli (RLI) | 0.1 | $644k | +74% | 4.3k | 148.47 |
|
| salesforce (CRM) | 0.1 | $618k | NEW | 2.1k | 301.18 |
|
| Regency Centers Corporation (REG) | 0.1 | $615k | -46% | 10k | 60.56 |
|
| Prosperity Bancshares (PB) | 0.1 | $607k | NEW | 9.2k | 65.78 |
|
| Oracle Corporation (ORCL) | 0.1 | $602k | -74% | 4.8k | 125.61 |
|
| Ventas (VTR) | 0.1 | $601k | NEW | 14k | 43.54 |
|
| Cirrus Logic (CRUS) | 0.1 | $590k | NEW | 6.4k | 92.56 |
|
| Boston Beer Cl A (SAM) | 0.1 | $581k | +68% | 1.9k | 304.42 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.1 | $574k | +143% | 8.7k | 65.60 |
|
| Ingredion Incorporated (INGR) | 0.1 | $573k | NEW | 4.9k | 116.85 |
|
| Grand Canyon Education (LOPE) | 0.1 | $566k | +18% | 4.2k | 136.21 |
|
| Hanover Insurance (THG) | 0.1 | $561k | +73% | 4.1k | 136.17 |
|
| SEI Investments Company (SEIC) | 0.1 | $559k | -17% | 7.8k | 71.90 |
|
| United Therapeutics Corporation (UTHR) | 0.1 | $559k | +71% | 2.4k | 229.72 |
|
| Brighthouse Finl (BHF) | 0.1 | $558k | +85% | 11k | 51.54 |
|
| Zoominfo Technologies Common Stock (ZI) | 0.1 | $550k | NEW | 34k | 16.03 |
|
| MetLife (MET) | 0.1 | $549k | NEW | 7.4k | 74.11 |
|
| Nordson Corporation (NDSN) | 0.1 | $542k | NEW | 2.0k | 274.54 |
|
| Adt (ADT) | 0.1 | $532k | NEW | 79k | 6.72 |
|
| 10x Genomics Cl A Com (TXG) | 0.1 | $530k | +22% | 14k | 37.53 |
|
| IPG Photonics Corporation (IPGP) | 0.1 | $520k | NEW | 5.7k | 90.69 |
|
| Rh (RH) | 0.1 | $509k | -32% | 1.5k | 348.26 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.1 | $484k | NEW | 26k | 18.86 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $483k | -69% | 1.8k | 265.12 |
|
| Universal Hlth Svcs CL B (UHS) | 0.1 | $457k | NEW | 2.5k | 182.46 |
|
| Harley-Davidson (HOG) | 0.1 | $452k | NEW | 10k | 43.74 |
|
| Guidewire Software (GWRE) | 0.1 | $450k | NEW | 3.9k | 116.71 |
|
| Markel Corporation (MKL) | 0.1 | $440k | NEW | 289.00 | 1521.48 |
|
| V.F. Corporation (VFC) | 0.1 | $432k | NEW | 28k | 15.34 |
|
| Performance Food (PFGC) | 0.1 | $408k | NEW | 5.5k | 74.64 |
|
| Caesars Entertainment (CZR) | 0.1 | $407k | NEW | 9.3k | 43.74 |
|
| Fidelity National Information Services (FIS) | 0.1 | $399k | -69% | 5.4k | 74.18 |
|
| Americold Rlty Tr (COLD) | 0.1 | $396k | -59% | 16k | 24.92 |
|
| Electronic Arts (EA) | 0.1 | $363k | NEW | 2.7k | 132.67 |
|
| Extra Space Storage (EXR) | 0.1 | $359k | NEW | 2.4k | 147.00 |
|
| Pinterest Cl A (PINS) | 0.1 | $340k | -78% | 9.8k | 34.67 |
|
| Trimble Navigation (TRMB) | 0.1 | $338k | NEW | 5.3k | 64.36 |
|
| Match Group (MTCH) | 0.1 | $318k | -85% | 8.8k | 36.28 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $310k | NEW | 3.6k | 87.42 |
|
| Phinia Common Stock (PHIN) | 0.1 | $304k | NEW | 7.9k | 38.43 |
|
| Credit Acceptance (CACC) | 0.1 | $302k | NEW | 548.00 | 551.55 |
|
| Spectrum Brands Holding (SPB) | 0.1 | $276k | NEW | 3.1k | 89.01 |
|
| Pilgrim's Pride Corporation (PPC) | 0.1 | $260k | NEW | 7.6k | 34.32 |
|
| Ryder System (R) | 0.1 | $259k | NEW | 2.2k | 120.19 |
|
| PNC Financial Services (PNC) | 0.0 | $203k | NEW | 1.3k | 161.60 |
|
Past Filings by Lecap Asset Management
SEC 13F filings are viewable for Lecap Asset Management going back to 2023
- Lecap Asset Management 2024 Q1 filed April 25, 2024
- Lecap Asset Management 2023 Q4 filed Jan. 29, 2024