Lee Capital Asset Management as of Dec. 31, 2018
Portfolio Holdings for Lee Capital Asset Management
Lee Capital Asset Management holds 19 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pegasystems (PEGA) | 9.0 | $7.7M | 161k | 47.83 | |
| Godaddy Inc cl a (GDDY) | 8.9 | $7.6M | 117k | 65.62 | |
| Ss&c Technologies Holding (SSNC) | 8.6 | $7.3M | 163k | 45.11 | |
| Alphabet Inc Class A cs (GOOGL) | 6.8 | $5.8M | 5.6k | 1044.90 | |
| Amazon (AMZN) | 6.0 | $5.2M | 3.5k | 1502.03 | |
| Visa (V) | 5.5 | $4.7M | 36k | 131.95 | |
| Cbre Group Inc Cl A (CBRE) | 5.3 | $4.6M | 114k | 40.04 | |
| Booking Holdings (BKNG) | 5.0 | $4.3M | 2.5k | 1722.58 | |
| Microsoft Corporation (MSFT) | 5.0 | $4.2M | 42k | 101.58 | |
| salesforce (CRM) | 4.8 | $4.1M | 30k | 136.96 | |
| Cognizant Technology Solutions (CTSH) | 4.6 | $3.9M | 62k | 63.47 | |
| Servicenow (NOW) | 4.6 | $3.9M | 22k | 178.06 | |
| Ultimate Software | 4.4 | $3.8M | 15k | 244.85 | |
| Wright Express (WEX) | 4.4 | $3.8M | 27k | 140.07 | |
| Global Payments (GPN) | 4.1 | $3.5M | 34k | 103.12 | |
| Total System Services | 4.0 | $3.4M | 42k | 81.29 | |
| S&p Global (SPGI) | 3.4 | $2.9M | 17k | 169.91 | |
| Fidelity National Information Services (FIS) | 3.1 | $2.7M | 26k | 102.56 | |
| RealPage | 2.5 | $2.1M | 44k | 48.18 |
