Lecap Asset Management Ltd
254 holdingsFiling period: 2026-06-30Current AUM: $245.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GDDY | Godaddy Inc | 29.1K | $2.5M | $3.2M | 1.30% | +20.1K | 2026-06-30 |
| 2 | IR | Ingersoll Rand Inc | 29.0K | $2.4M | $2.2M | 0.88% | -- | 2026-06-30 |
| 3 | KR | Kroger Co | 42.3K | $2.4M | $2.8M | 1.15% | +37.2K | 2026-06-30 |
| 4 | DHI | D R Horton Inc | 14.2K | $2.3M | $2.1M | 0.85% | +9.8K | 2026-06-30 |
| 5 | NTNX | Nutanix Inc | 45.4K | $2.3M | $3.3M | 1.34% | -- | 2026-06-30 |
| 6 | AIG | American Intl Group Inc | 30.7K | $2.3M | $2.5M | 1.01% | -3,279 | 2026-06-30 |
| 7 | FFIV | F5 Inc | 5.5K | $2.3M | $2.5M | 1.03% | -- | 2026-06-30 |
| 8 | IQV | Iqvia Hldgs Inc | 11.4K | $2.2M | $3.1M | 1.28% | -- | 2026-06-30 |
| 9 | CMCSA | Comcast Corp New | 89.7K | $2.2M | $2.0M | 0.80% | +52.0K | 2026-06-30 |
| 10 | EQH | Equitable Hldgs Inc | 49.6K | $2.2M | $2.7M | 1.08% | +43.9K | 2026-06-30 |
| 11 | SYY | Sysco Corp | 26.0K | $2.2M | $2.1M | 0.87% | -11,694 | 2026-06-30 |
| 12 | XYZ | Block Inc | 28.5K | $2.2M | $2.1M | 0.87% | -- | 2026-06-30 |
| 13 | JBL | Jabil Inc | 5.6K | $2.1M | $1.5M | 0.63% | -- | 2026-06-30 |
| 14 | EL | Lauder Estee Cos Inc | 27.1K | $2.1M | $2.9M | 1.20% | -2,346 | 2026-06-30 |
| 15 | JKHY | Henry Jack & Assoc Inc | 15.4K | $2.1M | $2.5M | 1.02% | -- | 2026-06-30 |
| 16 | GNRC | Generac Hldgs Inc | 7.2K | $2.1M | $1.4M | 0.56% | -- | 2026-06-30 |
| 17 | DECK | Deckers Outdoor Corp | 21.3K | $2.1M | $1.7M | 0.70% | -2,145 | 2026-06-30 |
| 18 | CRM | Salesforce Inc | 13.2K | $2.1M | $3.3M | 1.33% | -- | 2026-06-30 |
| 19 | APH | Amphenol Corp | 11.7K | $2.1M | $1.8M | 0.72% | -3,376 | 2026-06-30 |
| 20 | INTU | Intuit | 7.9K | $2.0M | $2.7M | 1.09% | -- | 2026-06-30 |
| 21 | HIG | Hartford Insurance Group Inc | 15.3K | $2.0M | $2.1M | 0.85% | -- | 2026-06-30 |
| 22 | TW | Tradeweb Mkts Inc | 19.9K | $2.0M | $2.5M | 1.00% | +6.9K | 2026-06-30 |
| 23 | INVH | Invitation Homes Inc | 65.4K | $2.0M | $1.8M | 0.73% | +37.4K | 2026-06-30 |
| 24 | BSX | Boston Scientific Corp | 44.1K | $1.9M | $2.0M | 0.82% | -- | 2026-06-30 |
| 25 | OWL | Blue Owl Capital Inc | 211.2K | $1.8M | $2.0M | 0.80% | -- | 2026-06-30 |
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