Lee Capital Asset Management as of Dec. 31, 2019
Portfolio Holdings for Lee Capital Asset Management
Lee Capital Asset Management holds 24 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global Payments (GPN) | 7.9 | $3.8M | 21k | 182.54 | |
| Amazon (AMZN) | 6.2 | $3.0M | 1.6k | 1847.79 | |
| salesforce (CRM) | 6.1 | $2.9M | 18k | 162.62 | |
| Servicenow (NOW) | 5.8 | $2.8M | 9.8k | 282.28 | |
| Wright Express (WEX) | 5.5 | $2.6M | 13k | 209.46 | |
| Fidelity National Information Services (FIS) | 5.1 | $2.4M | 18k | 139.09 | |
| Alteryx | 4.4 | $2.1M | 7.8k | 270.80 | |
| Etsy (ETSY) | 4.2 | $2.0M | 46k | 44.29 | |
| Accenture (ACN) | 4.2 | $2.0M | 9.6k | 210.53 | |
| WNS | 4.1 | $2.0M | 30k | 66.16 | |
| Pegasystems (PEGA) | 4.1 | $2.0M | 25k | 79.65 | |
| Adobe Systems Incorporated (ADBE) | 4.1 | $1.9M | 5.9k | 329.83 | |
| Genpact (G) | 4.1 | $1.9M | 46k | 42.17 | |
| Godaddy Inc cl a (GDDY) | 4.0 | $1.9M | 28k | 67.92 | |
| Nasdaq Omx (NDAQ) | 4.0 | $1.9M | 18k | 107.07 | |
| Paypal Holdings (PYPL) | 4.0 | $1.9M | 18k | 108.19 | |
| Alphabet Inc Class A cs (GOOGL) | 4.0 | $1.9M | 1.4k | 1339.25 | |
| RealPage | 3.9 | $1.9M | 35k | 53.75 | |
| Automatic Data Processing (ADP) | 3.8 | $1.8M | 11k | 170.52 | |
| Visa (V) | 3.1 | $1.5M | 7.9k | 187.84 | |
| Wix (WIX) | 2.2 | $1.0M | 8.5k | 122.39 | |
| Workday Inc cl a (WDAY) | 2.0 | $955k | 5.8k | 164.51 | |
| Microsoft Corporation (MSFT) | 2.0 | $941k | 6.0k | 157.62 | |
| Mongodb Inc. Class A (MDB) | 1.2 | $582k | 4.4k | 131.53 |
