Lee Capital Asset Management as of June 30, 2019
Portfolio Holdings for Lee Capital Asset Management
Lee Capital Asset Management holds 19 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| salesforce (CRM) | 11.7 | $8.9M | 59k | 151.72 | |
| Global Payments (GPN) | 8.9 | $6.8M | 42k | 160.14 | |
| Visa (V) | 8.4 | $6.4M | 37k | 173.56 | |
| Angi Homeservices (ANGI) | 7.8 | $5.9M | 456k | 13.01 | |
| stock | 6.5 | $5.0M | 40k | 125.75 | |
| Hubspot (HUBS) | 6.5 | $5.0M | 29k | 170.51 | |
| Pegasystems (PEGA) | 6.3 | $4.8M | 67k | 71.21 | |
| New Relic | 5.4 | $4.1M | 47k | 86.51 | |
| Pluralsight Inc Cl A | 5.2 | $4.0M | 131k | 30.32 | |
| Godaddy Inc cl a (GDDY) | 5.0 | $3.8M | 54k | 70.15 | |
| Microsoft Corporation (MSFT) | 4.8 | $3.6M | 27k | 133.96 | |
| Alphabet Inc Class A cs (GOOGL) | 4.2 | $3.2M | 2.9k | 1082.65 | |
| Wright Express (WEX) | 3.9 | $3.0M | 14k | 208.10 | |
| Amazon (AMZN) | 3.5 | $2.7M | 1.4k | 1893.62 | |
| Adobe Systems Incorporated (ADBE) | 3.1 | $2.4M | 8.0k | 294.63 | |
| Facebook Inc cl a (META) | 2.9 | $2.2M | 11k | 192.96 | |
| Square Inc cl a (SQ) | 2.8 | $2.2M | 30k | 72.52 | |
| Elastic N V ord (ESTC) | 1.7 | $1.3M | 17k | 74.65 | |
| Etsy (ETSY) | 1.4 | $1.0M | 17k | 61.35 |
