Lee Capital Asset Management as of March 31, 2019
Portfolio Holdings for Lee Capital Asset Management
Lee Capital Asset Management holds 17 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.5 | $7.7M | 65k | 117.94 | |
| Global Payments (GPN) | 9.3 | $6.2M | 45k | 136.53 | |
| Visa (V) | 8.8 | $5.9M | 38k | 156.20 | |
| Pegasystems (PEGA) | 8.5 | $5.7M | 88k | 65.00 | |
| Godaddy Inc cl a (GDDY) | 7.1 | $4.7M | 63k | 75.19 | |
| Adobe Systems Incorporated (ADBE) | 6.3 | $4.3M | 16k | 266.52 | |
| salesforce (CRM) | 6.3 | $4.2M | 27k | 158.38 | |
| Alphabet Inc Class A cs (GOOGL) | 6.1 | $4.1M | 3.5k | 1176.95 | |
| Ss&c Technologies Holding (SSNC) | 6.1 | $4.1M | 64k | 63.69 | |
| Fidelity National Information Services (FIS) | 5.7 | $3.8M | 34k | 113.11 | |
| S&p Global (SPGI) | 5.4 | $3.6M | 17k | 210.55 | |
| Facebook Inc cl a (META) | 3.7 | $2.5M | 15k | 166.67 | |
| Box Inc cl a (BOX) | 3.7 | $2.5M | 129k | 19.31 | |
| Wright Express (WEX) | 3.4 | $2.3M | 12k | 192.02 | |
| Amazon (AMZN) | 3.2 | $2.2M | 1.2k | 1781.15 | |
| Angi Homeservices (ANGI) | 3.0 | $2.0M | 130k | 15.44 | |
| stock | 1.9 | $1.2M | 10k | 124.60 |
