Lecap-Asset-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-23
Total Holdings
278
Total Value
428240216
Accession Number
0001990849-25-000005
Form Type
13F-HR
Manager Name
Lecap-Asset-Management
Data Enrichment
99% identified
276 identified2 unidentified

Holdings

278 positions • $428.2M total value
Manager:
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GLOBAL PAYMENTS INC
Shares:27.1K
Value:$2.7M
% of Portfolio:0.6% ($2.7M/$428.2M)
EQUINIX INC
Shares:3.2K
Value:$2.6M
% of Portfolio:0.6% ($2.6M/$428.2M)
Amer Sports, Inc.
Shares:97.0K
Value:$2.6M
% of Portfolio:0.6% ($2.6M/$428.2M)
OLD DOMINION FREIGHT LINE, INC.
Shares:15.7K
Value:$2.6M
% of Portfolio:0.6% ($2.6M/$428.2M)
Fidelity National Financial, Inc.
Shares:39.4K
Value:$2.6M
% of Portfolio:0.6% ($2.6M/$428.2M)
Marvell Technology, Inc.
Shares:40.9K
Value:$2.5M
% of Portfolio:0.6% ($2.5M/$428.2M)
NEWS CORP
Shares:92.1K
Value:$2.5M
% of Portfolio:0.6% ($2.5M/$428.2M)
Doximity, Inc.
Shares:42.5K
Value:$2.5M
% of Portfolio:0.6% ($2.5M/$428.2M)
EVEREST GROUP, LTD.
Shares:6.8K
Value:$2.5M
% of Portfolio:0.6% ($2.5M/$428.2M)
ALIGN TECHNOLOGY INC
Shares:15.3K
Value:$2.4M
% of Portfolio:0.6% ($2.4M/$428.2M)
Vertiv Holdings Co
Shares:33.2K
Value:$2.4M
% of Portfolio:0.6% ($2.4M/$428.2M)
GENERAC HOLDINGS INC.
Shares:18.9K
Value:$2.4M
% of Portfolio:0.6% ($2.4M/$428.2M)
Elastic N.V.
Shares:26.8K
Value:$2.4M
% of Portfolio:0.6% ($2.4M/$428.2M)
FLOWSERVE CORP
Shares:48.9K
Value:$2.4M
% of Portfolio:0.6% ($2.4M/$428.2M)
Zoom Communications, Inc.
Shares:32.1K
Value:$2.4M
% of Portfolio:0.6% ($2.4M/$428.2M)
LATTICE SEMICONDUCTOR CORP
Shares:45.1K
Value:$2.4M
% of Portfolio:0.6% ($2.4M/$428.2M)
REINSURANCE GROUP OF AMERICA INC
Shares:12.0K
Value:$2.4M
% of Portfolio:0.6% ($2.4M/$428.2M)
INTUIT INC.
Shares:3.8K
Value:$2.4M
% of Portfolio:0.6% ($2.4M/$428.2M)
LAMAR ADVERTISING CO/NEW
Shares:20.4K
Value:$2.3M
% of Portfolio:0.5% ($2.3M/$428.2M)
CINTAS CORP
Shares:11.2K
Value:$2.3M
% of Portfolio:0.5% ($2.3M/$428.2M)