Lecap Asset Management
Latest statistics and disclosures from Lecap Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ALLE, IQV, THC, ZBH, WCC, and represent 5.02% of Lecap Asset Management's stock portfolio.
- Added to shares of these 10 stocks: ALLE, ZBH, ALL, WCC, MEDP, PATH, EVR, CHRW, CSL, URI.
- Started 137 new stock positions in RMBS, AMP, MDB, NDSN, ZBH, ZS, RVMD, OHI, LW, GWRE.
- Reduced shares in these 10 stocks: GDDY, KR, , JBL, JKHY, GNRC, DECK, APH, NTNX, TEAM.
- Sold out of its positions in AAON, ADT, A, ALGN, ALSN, AAL, AMTM, COR, AMKR, APH.
- Lecap Asset Management was a net seller of stock by $-25M.
- Lecap Asset Management has $210M in assets under management (AUM), dropping by -10.01%.
- Central Index Key (CIK): 0001990849
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Portfolio Holdings for Lecap Asset Management
Lecap Asset Management holds 261 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Allegion Ord Shs (ALLE) | 1.0 | $2.2M | NEW | 14k | 153.77 |
|
| Iqvia Holdings (IQV) | 1.0 | $2.1M | -30% | 7.9k | 268.85 |
|
| Tenet Healthcare Corp Com New (THC) | 1.0 | $2.1M | +207% | 8.2k | 255.56 |
|
| Zimmer Holdings (ZBH) | 1.0 | $2.1M | NEW | 24k | 88.83 |
|
| WESCO International (WCC) | 1.0 | $2.0M | +557% | 5.6k | 359.59 |
|
| Copart (CPRT) | 1.0 | $2.0M | +68% | 73k | 27.28 |
|
| Intuit (INTU) | 0.9 | $2.0M | -8% | 7.2k | 275.71 |
|
| SYSCO Corporation (SYY) | 0.9 | $1.9M | -5% | 24k | 77.96 |
|
| Dollar Tree (DLTR) | 0.9 | $1.9M | +138% | 17k | 114.02 |
|
| Allstate Corporation (ALL) | 0.9 | $1.9M | NEW | 8.5k | 221.86 |
|
| Udr (UDR) | 0.9 | $1.9M | +125% | 56k | 33.55 |
|
| Dollar General (DG) | 0.9 | $1.9M | +134% | 16k | 119.58 |
|
| Ingersoll Rand (IR) | 0.9 | $1.9M | -13% | 25k | 75.11 |
|
| Hartford Financial Services (HIG) | 0.9 | $1.8M | 15k | 122.36 |
|
|
| Trimble Navigation (TRMB) | 0.9 | $1.8M | +220% | 32k | 57.11 |
|
| salesforce (CRM) | 0.8 | $1.7M | -43% | 7.5k | 229.57 |
|
| IDEX Corporation (IEX) | 0.8 | $1.7M | +30% | 7.5k | 227.98 |
|
| Omni (OMC) | 0.8 | $1.7M | +44% | 23k | 73.63 |
|
| ON Semiconductor (ON) | 0.8 | $1.7M | +79% | 22k | 76.87 |
|
| Etsy (ETSY) | 0.8 | $1.7M | +59% | 23k | 71.49 |
|
| Medpace Hldgs (MEDP) | 0.8 | $1.7M | NEW | 2.6k | 624.18 |
|
| Uipath Cl A (PATH) | 0.8 | $1.6M | NEW | 126k | 12.84 |
|
| Evercore Class A (EVR) | 0.8 | $1.6M | NEW | 6.2k | 257.50 |
|
| C H Robinson Worldwide In Com New (CHRW) | 0.7 | $1.6M | NEW | 11k | 147.96 |
|
| Gra (GGG) | 0.7 | $1.6M | +193% | 20k | 76.84 |
|
| Lauder Estee Cos Cl A (EL) | 0.7 | $1.5M | -39% | 16k | 92.77 |
|
| Carlisle Companies (CSL) | 0.7 | $1.5M | NEW | 4.6k | 322.17 |
|
| United Rentals (URI) | 0.7 | $1.5M | NEW | 1.5k | 1000.78 |
|
| Paccar (PCAR) | 0.7 | $1.5M | NEW | 14k | 109.81 |
|
| D.R. Horton (DHI) | 0.7 | $1.5M | -23% | 11k | 136.65 |
|
| Quanta Services (PWR) | 0.7 | $1.5M | +169% | 2.3k | 642.51 |
|
| Equitable Holdings (EQH) | 0.7 | $1.5M | -42% | 29k | 51.27 |
|
| Pentair SHS (PNR) | 0.7 | $1.4M | +21% | 27k | 52.99 |
|
| Gartner (IT) | 0.7 | $1.4M | +113% | 7.6k | 186.54 |
|
| Pinterest Cl A (PINS) | 0.7 | $1.4M | NEW | 75k | 18.89 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.7 | $1.4M | NEW | 24k | 57.44 |
|
| Insulet Corporation (PODD) | 0.7 | $1.4M | +127% | 11k | 130.47 |
|
| Molina Healthcare (MOH) | 0.7 | $1.4M | NEW | 7.3k | 189.10 |
|
| Sanmina (SANM) | 0.7 | $1.4M | NEW | 6.4k | 214.91 |
|
| State Street Corporation (STT) | 0.7 | $1.4M | -24% | 7.8k | 174.59 |
|
| Markel Corporation (MKL) | 0.6 | $1.4M | +52% | 794.00 | 1712.45 |
|
| Western Digital (WDC) | 0.6 | $1.3M | +207% | 2.8k | 454.46 |
|
| Tyler Technologies (TYL) | 0.6 | $1.3M | NEW | 4.0k | 318.60 |
|
| American Tower Reit (AMT) | 0.6 | $1.3M | -28% | 7.8k | 163.69 |
|
| Tempus Ai Cl A (TEM) | 0.6 | $1.3M | +50% | 16k | 81.90 |
|
| Gitlab Class A Com (GTLB) | 0.6 | $1.3M | -47% | 27k | 47.25 |
|
| Apollo Global Mgmt (APO) | 0.6 | $1.3M | NEW | 11k | 116.06 |
|
| Ss&c Technologies Holding (SSNC) | 0.6 | $1.3M | -44% | 16k | 77.07 |
|
| Charles River Laboratories (CRL) | 0.6 | $1.3M | NEW | 4.2k | 295.01 |
|
| Modine Manufacturing (MOD) | 0.6 | $1.2M | NEW | 6.6k | 187.20 |
|
| Semtech Corporation (SMTC) | 0.6 | $1.2M | NEW | 6.9k | 178.35 |
|
| Crown Castle Intl (CCI) | 0.6 | $1.2M | NEW | 18k | 66.65 |
|
| Jefferies Finl Group (JEF) | 0.6 | $1.2M | +54% | 26k | 45.73 |
|
| Verisk Analytics (VRSK) | 0.6 | $1.2M | NEW | 7.2k | 167.85 |
|
| Franklin Resources (BEN) | 0.6 | $1.2M | +76% | 37k | 32.12 |
|
| Willis Towers Watson SHS (WTW) | 0.6 | $1.2M | NEW | 4.0k | 288.23 |
|
| Micron Technology (MU) | 0.5 | $1.1M | NEW | 1.1k | 1065.11 |
|
| Nutanix Cl A (NTNX) | 0.5 | $1.1M | -64% | 16k | 70.41 |
|
| Raymond James Financial (RJF) | 0.5 | $1.1M | NEW | 7.1k | 158.02 |
|
| AECOM Technology Corporation (ACM) | 0.5 | $1.1M | -26% | 19k | 58.95 |
|
| Qualcomm (QCOM) | 0.5 | $1.1M | -22% | 6.0k | 184.04 |
|
| Honeywell International (HON) | 0.5 | $1.1M | NEW | 5.2k | 210.94 |
|
| Rambus (RMBS) | 0.5 | $1.1M | NEW | 10k | 106.76 |
|
| Floor & Decor Hldgs Cl A (FND) | 0.5 | $1.1M | +57% | 24k | 45.81 |
|
| Chubb (CB) | 0.5 | $1.1M | NEW | 3.3k | 325.25 |
|
| TJX Companies (TJX) | 0.5 | $1.1M | +87% | 8.2k | 132.31 |
|
| Acuity Brands (AYI) | 0.5 | $1.1M | NEW | 3.5k | 309.81 |
|
| Uber Technologies (UBER) | 0.5 | $1.1M | +6% | 16k | 68.51 |
|
| Dycom Industries (DY) | 0.5 | $1.1M | NEW | 4.0k | 269.08 |
|
| Campbell Soup Company (CPB) | 0.5 | $1.1M | NEW | 53k | 19.83 |
|
| Gaming & Leisure Pptys (GLPI) | 0.5 | $1.1M | NEW | 28k | 37.97 |
|
| Msc Indl Direct Cl A (MSM) | 0.5 | $1.1M | +116% | 8.5k | 123.72 |
|
| National Retail Properties (NNN) | 0.5 | $1.0M | NEW | 25k | 41.09 |
|
| American Express Company (AXP) | 0.5 | $1.0M | NEW | 3.4k | 304.10 |
|
| Littelfuse (LFUS) | 0.5 | $1.0M | NEW | 2.4k | 423.74 |
|
| Birkenstock Holding Com Shs (BIRK) | 0.5 | $1.0M | NEW | 32k | 32.41 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.5 | $1.0M | -46% | 112k | 9.09 |
|
| Merck & Co (MRK) | 0.5 | $1.0M | NEW | 7.0k | 145.31 |
|
| Monolithic Power Systems (MPWR) | 0.5 | $1.0M | NEW | 748.00 | 1347.22 |
|
| Expeditors International of Washington (EXPD) | 0.5 | $1.0M | +65% | 5.4k | 184.64 |
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.5 | $1.0M | -8% | 57k | 17.74 |
|
| Citigroup Com New (C) | 0.5 | $1.0M | -8% | 7.7k | 129.48 |
|
| Terawulf (WULF) | 0.5 | $992k | NEW | 67k | 14.80 |
|
| H&R Block (HRB) | 0.5 | $981k | NEW | 24k | 40.85 |
|
| Performance Food (PFGC) | 0.5 | $976k | 11k | 91.51 |
|
|
| Coupang Cl A (CPNG) | 0.5 | $970k | -22% | 70k | 13.87 |
|
| Charles Schwab Corporation (SCHW) | 0.5 | $958k | NEW | 9.8k | 97.74 |
|
| Tradeweb Mkts Cl A (TW) | 0.5 | $956k | -52% | 9.5k | 100.84 |
|
| General Motors Company (GM) | 0.5 | $954k | 12k | 77.00 |
|
|
| Block Cl A (XYZ) | 0.5 | $954k | -54% | 13k | 73.53 |
|
| Zscaler Incorporated (ZS) | 0.5 | $950k | NEW | 4.8k | 199.42 |
|
| Marsh & McLennan Companies (MRSH) | 0.5 | $946k | +5% | 5.5k | 170.73 |
|
| Iren Ordinary Shares (IREN) | 0.5 | $945k | NEW | 23k | 40.88 |
|
| Oshkosh Corporation (OSK) | 0.4 | $940k | +21% | 7.3k | 128.82 |
|
| Aptiv Com Shs (APTV) | 0.4 | $936k | NEW | 22k | 43.02 |
|
| Cooper Cos (COO) | 0.4 | $932k | +98% | 17k | 56.53 |
|
| F5 Networks (FFIV) | 0.4 | $932k | -61% | 2.1k | 445.18 |
|
| M/a (MTSI) | 0.4 | $929k | NEW | 3.3k | 284.82 |
|
| Invesco SHS (IVZ) | 0.4 | $922k | -30% | 31k | 30.16 |
|
| Verisign (VRSN) | 0.4 | $909k | +34% | 3.2k | 282.01 |
|
| TTM Technologies (TTMI) | 0.4 | $896k | NEW | 7.3k | 122.84 |
|
| Bath & Body Works In (BBWI) | 0.4 | $891k | +139% | 56k | 15.92 |
|
| Planet Labs Pbc Com Cl A (PL) | 0.4 | $887k | NEW | 54k | 16.39 |
|
| Toll Brothers (TOL) | 0.4 | $880k | +204% | 6.5k | 134.75 |
|
| Unum (UNM) | 0.4 | $877k | -35% | 10k | 87.73 |
|
| Ryder System (R) | 0.4 | $858k | +14% | 3.8k | 227.86 |
|
| Dropbox Cl A (DBX) | 0.4 | $848k | -11% | 25k | 33.85 |
|
| Atlassian Corporation Cl A (TEAM) | 0.4 | $845k | -70% | 4.7k | 179.29 |
|
| ConAgra Foods (CAG) | 0.4 | $834k | NEW | 62k | 13.44 |
|
| Paycom Software (PAYC) | 0.4 | $816k | NEW | 3.7k | 217.65 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.4 | $814k | NEW | 2.2k | 373.31 |
|
| Wayfair Cl A (W) | 0.4 | $809k | -45% | 7.9k | 102.56 |
|
| Applied Materials (AMAT) | 0.4 | $803k | NEW | 1.6k | 511.38 |
|
| Match Group (MTCH) | 0.4 | $797k | -25% | 20k | 40.15 |
|
| Mohawk Industries (MHK) | 0.4 | $784k | NEW | 6.3k | 124.72 |
|
| Invitation Homes (INVH) | 0.4 | $774k | -55% | 29k | 26.33 |
|
| Constellation Brands Cl A (STZ) | 0.4 | $766k | +58% | 6.8k | 113.06 |
|
| Burlington Stores (BURL) | 0.4 | $748k | +62% | 2.8k | 267.19 |
|
| V.F. Corporation (VFC) | 0.4 | $748k | +30% | 53k | 14.06 |
|
| Axis Cap Hldgs SHS (AXS) | 0.4 | $735k | NEW | 7.8k | 94.20 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.3 | $715k | -41% | 17k | 41.56 |
|
| Procter & Gamble Company (PG) | 0.3 | $701k | NEW | 4.8k | 145.28 |
|
| Baxter International (BAX) | 0.3 | $699k | NEW | 29k | 24.00 |
|
| Akamai Technologies (AKAM) | 0.3 | $688k | +107% | 6.5k | 106.35 |
|
| Zoetis Cl A (ZTS) | 0.3 | $688k | -33% | 9.8k | 69.83 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.3 | $684k | NEW | 45k | 15.26 |
|
| Clean Harbors (CLH) | 0.3 | $683k | -37% | 2.2k | 310.23 |
|
| Toro Company (TTC) | 0.3 | $679k | NEW | 7.0k | 96.42 |
|
| O'reilly Automotive (ORLY) | 0.3 | $676k | NEW | 7.9k | 85.41 |
|
| Sunbelt Rentals Holdings SHS (SUNB) | 0.3 | $670k | NEW | 9.2k | 73.21 |
|
| Unity Software (U) | 0.3 | $669k | -66% | 16k | 40.93 |
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.3 | $669k | NEW | 6.9k | 96.73 |
|
| Microchip Technology (MCHP) | 0.3 | $666k | NEW | 8.6k | 77.77 |
|
| Capital One Financial (COF) | 0.3 | $658k | -41% | 3.4k | 193.07 |
|
| Medtronic SHS (MDT) | 0.3 | $656k | -47% | 7.6k | 86.29 |
|
| Fermi (FRMI) | 0.3 | $648k | +56% | 154k | 4.21 |
|
| Lamar Advertising Cl A (LAMR) | 0.3 | $646k | NEW | 4.5k | 144.11 |
|
| Agree Realty Corporation (ADC) | 0.3 | $644k | NEW | 9.6k | 66.81 |
|
| Versant Media Group Com Cl A (VSNT) | 0.3 | $643k | NEW | 20k | 31.70 |
|
| Zoom Communications Cl A (ZM) | 0.3 | $641k | -57% | 7.1k | 90.77 |
|
| Chime Finl Com Shs Cl A (CHYM) | 0.3 | $639k | NEW | 24k | 26.64 |
|
| Corcept Therapeutics Incorporated (CORT) | 0.3 | $629k | NEW | 5.5k | 115.23 |
|
| W.R. Berkley Corporation (WRB) | 0.3 | $623k | -25% | 9.2k | 67.54 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.3 | $621k | +16% | 68k | 9.07 |
|
| Tapestry (TPR) | 0.3 | $613k | NEW | 5.3k | 115.04 |
|
| Gilead Sciences (GILD) | 0.3 | $601k | -15% | 4.0k | 149.05 |
|
| Arch Cap Group Ord (ACGL) | 0.3 | $597k | NEW | 6.5k | 92.36 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.3 | $592k | NEW | 2.5k | 241.31 |
|
| Caci Intl Cl A (CACI) | 0.3 | $591k | NEW | 971.00 | 609.11 |
|
| Oracle Corporation (ORCL) | 0.3 | $588k | NEW | 4.3k | 137.30 |
|
| Willscot Hldgs Corp Com Cl A (WSC) | 0.3 | $588k | NEW | 34k | 17.18 |
|
| Abbott Laboratories (ABT) | 0.3 | $584k | -36% | 5.9k | 98.83 |
|
| Doximity Cl A (DOCS) | 0.3 | $579k | -59% | 20k | 28.34 |
|
| Keysight Technologies (KEYS) | 0.3 | $574k | NEW | 1.6k | 364.04 |
|
| Brunswick Corporation (BC) | 0.3 | $566k | NEW | 8.8k | 64.24 |
|
| Ameriprise Financial (AMP) | 0.3 | $564k | NEW | 1.1k | 492.35 |
|
| CBOE Holdings (CBOE) | 0.3 | $556k | -47% | 2.0k | 275.29 |
|
| Mobility Global Com Shs (MBGL) | 0.3 | $555k | NEW | 32k | 17.15 |
|
| Regal-beloit Corporation (RRX) | 0.3 | $551k | -21% | 3.6k | 155.11 |
|
| Wright Express (WEX) | 0.3 | $548k | NEW | 3.3k | 168.70 |
|
| Simpson Manufacturing (SSD) | 0.3 | $538k | NEW | 3.1k | 170.88 |
|
| Danaher Corporation (DHR) | 0.3 | $526k | NEW | 2.4k | 221.55 |
|
| Lowe's Companies (LOW) | 0.2 | $524k | NEW | 2.8k | 184.29 |
|
| Hayward Hldgs (HAYW) | 0.2 | $519k | NEW | 42k | 12.24 |
|
| Fidelity Natl Finl Com Shs (FNF) | 0.2 | $512k | -41% | 13k | 38.65 |
|
| Cardinal Health (CAH) | 0.2 | $512k | NEW | 2.3k | 222.50 |
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $511k | NEW | 674.00 | 758.27 |
|
| Echostar Corp Cl A (ECHO) | 0.2 | $502k | NEW | 5.6k | 89.41 |
|
| Travelers Companies (TRV) | 0.2 | $497k | NEW | 1.4k | 356.51 |
|
| Flex Ord (FLEX) | 0.2 | $497k | +100% | 4.5k | 109.99 |
|
| Cousins Pptys Com New (CUZ) | 0.2 | $496k | +48% | 18k | 27.64 |
|
| Encompass Health Corp (EHC) | 0.2 | $493k | +81% | 4.1k | 121.49 |
|
| Waste Management (WM) | 0.2 | $493k | NEW | 2.4k | 203.92 |
|
| Broadridge Financial Solutions (BR) | 0.2 | $486k | -32% | 3.0k | 161.10 |
|
| Morningstar (MORN) | 0.2 | $486k | NEW | 2.6k | 190.04 |
|
| Molson Coors Beverage CL B (TAP) | 0.2 | $481k | -22% | 13k | 36.47 |
|
| Valvoline Inc Common (VVV) | 0.2 | $477k | +73% | 16k | 30.14 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $470k | -49% | 8.1k | 57.82 |
|
| Sotera Health (SHC) | 0.2 | $463k | NEW | 25k | 18.49 |
|
| Omega Healthcare Investors (OHI) | 0.2 | $451k | NEW | 9.7k | 46.31 |
|
| BorgWarner (BWA) | 0.2 | $433k | -59% | 7.2k | 60.11 |
|
| Smucker J M Com New (SJM) | 0.2 | $430k | -65% | 3.6k | 118.91 |
|
| Lazard Ltd Shs -a - (LAZ) | 0.2 | $426k | NEW | 12k | 36.23 |
|
| Qxo Com New (QXO) | 0.2 | $422k | NEW | 36k | 11.69 |
|
| Old Dominion Freight Line (ODFL) | 0.2 | $422k | NEW | 2.4k | 173.84 |
|
| Ringcentral Cl A (RNG) | 0.2 | $422k | NEW | 5.6k | 74.70 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $421k | -33% | 1.3k | 330.83 |
|
| Cummins (CMI) | 0.2 | $420k | +55% | 813.00 | 516.57 |
|
| Stryker Corporation (SYK) | 0.2 | $413k | NEW | 1.5k | 275.39 |
|
| Expedia Group Com New (EXPE) | 0.2 | $412k | NEW | 1.6k | 263.36 |
|
| Netflix (NFLX) | 0.2 | $412k | NEW | 5.9k | 69.58 |
|
| Hilton Worldwide Holdings (HLT) | 0.2 | $410k | -9% | 1.3k | 318.12 |
|
| Lineage (LINE) | 0.2 | $409k | NEW | 12k | 34.12 |
|
| Maplebear (CART) | 0.2 | $408k | NEW | 9.5k | 43.12 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $408k | NEW | 2.5k | 160.65 |
|
| Primoris Services (PRIM) | 0.2 | $407k | NEW | 5.5k | 74.52 |
|
| Entegris (ENTG) | 0.2 | $403k | -37% | 2.6k | 154.06 |
|
| M&T Bank Corporation (MTB) | 0.2 | $400k | NEW | 1.8k | 217.60 |
|
| Guardant Health (GH) | 0.2 | $395k | NEW | 2.2k | 178.36 |
|
| PerkinElmer (RVTY) | 0.2 | $389k | NEW | 2.5k | 152.89 |
|
| Cisco Systems (CSCO) | 0.2 | $383k | NEW | 3.6k | 107.63 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.2 | $383k | NEW | 2.0k | 194.79 |
|
| Guidewire Software (GWRE) | 0.2 | $378k | NEW | 2.7k | 142.58 |
|
| Lamb Weston Hldgs (LW) | 0.2 | $375k | NEW | 9.0k | 41.69 |
|
| Ionis Pharmaceuticals (IONS) | 0.2 | $359k | NEW | 8.0k | 44.65 |
|
| American Healthcare Reit Com Shs (AHR) | 0.2 | $358k | NEW | 7.0k | 51.26 |
|
| Flutter Entmt SHS (FLUT) | 0.2 | $346k | 4.6k | 74.54 |
|
|
| East West Ban (EWBC) | 0.2 | $345k | -23% | 2.8k | 123.93 |
|
| Las Vegas Sands (LVS) | 0.2 | $340k | NEW | 9.0k | 37.81 |
|
| American Financial (AFG) | 0.2 | $338k | -62% | 2.5k | 136.76 |
|
| American Intl Group Com New (AIG) | 0.2 | $338k | -85% | 4.5k | 74.42 |
|
| Brixmor Prty (BRX) | 0.2 | $338k | NEW | 12k | 27.60 |
|
| Viavi Solutions Inc equities (VIAV) | 0.2 | $337k | NEW | 8.0k | 41.92 |
|
| American Homes 4 Rent Cl A (AMH) | 0.2 | $336k | -32% | 11k | 30.39 |
|
| First Industrial Realty Trust (FR) | 0.2 | $331k | -63% | 5.6k | 59.54 |
|
| Centene Corporation (CNC) | 0.2 | $331k | -59% | 5.3k | 62.12 |
|
| Revolution Medicines (RVMD) | 0.2 | $330k | NEW | 1.6k | 205.26 |
|
| Aramark Hldgs (ARMK) | 0.2 | $328k | -21% | 6.1k | 53.55 |
|
| Booking Holdings (BKNG) | 0.2 | $327k | -22% | 2.0k | 162.91 |
|
| Voya Financial (VOYA) | 0.2 | $327k | -79% | 3.5k | 94.48 |
|
| Wingstop (WING) | 0.2 | $325k | +48% | 3.1k | 105.37 |
|
| Pepsi (PEP) | 0.2 | $323k | NEW | 2.5k | 126.72 |
|
| Cloudflare Cl A Com (NET) | 0.2 | $321k | NEW | 923.00 | 347.28 |
|
| Insmed Com Par $.01 (INSM) | 0.2 | $317k | -36% | 2.8k | 114.14 |
|
| International Business Machines (IBM) | 0.1 | $315k | NEW | 1.4k | 219.93 |
|
| Primo Brands Corporation Class A Com Shs (PRMB) | 0.1 | $304k | +77% | 16k | 19.05 |
|
| Planet Fitness Master Issuer Cl A (PLNT) | 0.1 | $302k | 7.2k | 42.22 |
|
|
| Natera (NTRA) | 0.1 | $297k | NEW | 718.00 | 413.31 |
|
| Niq Global Intelligence Ordinary Shares (NIQ) | 0.1 | $295k | NEW | 17k | 17.01 |
|
| Carnival Corp Common Shares (CCL) | 0.1 | $294k | -27% | 12k | 24.54 |
|
| First Horizon National Corporation (FHN) | 0.1 | $291k | -3% | 13k | 23.02 |
|
| Moderna (MRNA) | 0.1 | $291k | NEW | 1.5k | 192.57 |
|
| Williams-Sonoma (WSM) | 0.1 | $290k | NEW | 1.3k | 227.94 |
|
| F.N.B. Corporation (FNB) | 0.1 | $289k | NEW | 17k | 17.21 |
|
| Liberty Media Corp Del Com Ser C (FWONK) | 0.1 | $289k | -41% | 3.1k | 92.40 |
|
| Hasbro (HAS) | 0.1 | $288k | NEW | 3.3k | 87.68 |
|
| Onemain Holdings (OMF) | 0.1 | $287k | NEW | 5.2k | 55.39 |
|
| Ametek (AME) | 0.1 | $282k | -77% | 1.1k | 247.73 |
|
| CNA Financial Corporation (CNA) | 0.1 | $281k | NEW | 6.3k | 44.88 |
|
| Affiliated Managers (AMG) | 0.1 | $279k | NEW | 764.00 | 365.61 |
|
| Dillards Cl A (DDS) | 0.1 | $278k | NEW | 415.00 | 669.99 |
|
| Gates Indl Corp Com Shs (GTES) | 0.1 | $274k | NEW | 11k | 26.20 |
|
| Genpact SHS (G) | 0.1 | $271k | -55% | 8.3k | 32.53 |
|
| Americold Rlty Tr (COLD) | 0.1 | $261k | -66% | 19k | 13.98 |
|
| Nextracker (NXT) | 0.1 | $255k | NEW | 3.3k | 77.93 |
|
| Alaska Air (ALK) | 0.1 | $249k | -28% | 6.4k | 38.70 |
|
| Solv Energy Com Shs Cl A (MWH) | 0.1 | $245k | NEW | 10k | 24.02 |
|
| Wyndham Hotels And Resorts (WH) | 0.1 | $240k | -9% | 3.3k | 71.84 |
|
| Roblox Corp Cl A (RBLX) | 0.1 | $238k | -19% | 5.6k | 42.37 |
|
| Old Republic International Corporation (ORI) | 0.1 | $235k | -67% | 6.3k | 37.31 |
|
| Domino's Pizza (DPZ) | 0.1 | $232k | NEW | 773.00 | 299.61 |
|
| Mongodb Cl A (MDB) | 0.1 | $231k | NEW | 662.00 | 348.61 |
|
| PNC Financial Services (PNC) | 0.1 | $224k | NEW | 1.0k | 222.26 |
|
| At&t (T) | 0.1 | $215k | NEW | 8.8k | 24.40 |
|
| Nordson Corporation (NDSN) | 0.1 | $213k | NEW | 651.00 | 327.85 |
|
| Dolby Laboratories Com Cl A (DLB) | 0.1 | $211k | NEW | 3.6k | 58.77 |
|
| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $207k | NEW | 3.2k | 63.72 |
|
| Analog Devices (ADI) | 0.1 | $206k | NEW | 520.00 | 396.71 |
|
| Meta Platforms Cl A (META) | 0.1 | $205k | NEW | 283.00 | 725.18 |
|
| Alexandria Real Estate Equities (ARE) | 0.1 | $204k | -39% | 4.3k | 47.46 |
|
| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $204k | -81% | 5.6k | 36.27 |
|
Past Filings by Lecap Asset Management
SEC 13F filings are viewable for Lecap Asset Management going back to 2023
- Lecap Asset Management 2026 Q3 filed Oct. 27, 2026
- Lecap Asset Management 2026 Q2 filed July 30, 2026
- Lecap Asset Management 2026 Q1 filed April 30, 2026
- Lecap Asset Management 2025 Q4 filed Jan. 27, 2026
- Lecap Asset Management 2025 Q3 filed Oct. 23, 2025
- Lecap Asset Management 2025 Q2 filed July 21, 2025
- Lecap Asset Management 2025 Q1 filed April 23, 2025
- Lecap Asset Management 2024 Q4 filed Jan. 28, 2025
- Lecap Asset Management 2024 Q3 filed Oct. 22, 2024
- Lecap Asset Management 2024 Q2 filed July 23, 2024
- Lecap Asset Management 2024 Q1 filed April 25, 2024
- Lecap Asset Management 2023 Q4 filed Jan. 29, 2024