HoldingsChannel.com
Lee Capital Asset Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
GODADDY INC 87,596 +33,325 $5,780
     GDDY87,596+33,325$5,780
SERVICENOW INC 20,545 +20,545 $5,215
     NOW20,545+20,545$5,215
GLOBAL PMTS INC 31,627 -10,706 $5,029
     GPN31,627-10,706$5,029
PEGASYSTEMS INC 63,900 -3,209 $4,348
     PEGA63,900-3,209$4,348
PLURALSIGHT INC 252,042 +120,673 $4,233
     PS252,042+120,673$4,233
HUBSPOT INC 26,733 -2,467 $4,053
     HUBS26,733-2,467$4,053
ZENDESK INC 45,315 +45,315 $3,303
     ZEN45,315+45,315$3,303
WORKDAY INC 18,891 +18,891 $3,211
     WDAY18,891+18,891$3,211
AMAZON COM INC 1,683 +273 $2,922
     AMZN1,683+273$2,922
SALESFORCE COM INC 18,839 -39,702 $2,796
     CRM18,839-39,702$2,796
PAYPAL HLDGS INC 26,579 +26,579 $2,753
     PYPL26,579+26,579$2,753
INTERCONTINENTAL EXCHANGE IN (ICE) 27,113 +27,113 $2,502
     ICE27,113+27,113$2,502
ALPHABET INC 1,774 -1,166 $2,166
     GOOGL1,774-1,166$2,166
ETSY INC 35,042 +18,042 $1,980
     ETSY35,042+18,042$1,980
EQUIFAX INC 13,994 +13,994 $1,969
     EFX13,994+13,994$1,969
WIX COM LTD 15,295 +15,295 $1,786
     WIX15,295+15,295$1,786
WEX INC 8,742 -5,559 $1,766
     WEX8,742-5,559$1,766
MASTERCARD INC 5,173 +5,173 $1,405
     MA5,173+5,173$1,405
SQUARE INC 22,579 -7,246 $1,399
     SQ22,579-7,246$1,399
VISA INC 7,221 -29,429 $1,242
     V7,221-29,429$1,242
S&P GLOBAL INC 4,373 +4,373 $1,071
     SPGI4,373+4,373$1,071
ATLASSIAN CORP PLC 8,262 +8,262 $1,036
     TEAM8,262+8,262$1,036
SMARTSHEET INC 28,045 +28,045 $1,010
     SMAR28,045+28,045$1,010
CBRE GROUP INC 18,000 +18,000 $954
     CBRE18,000+18,000$954
UPLAND SOFTWARE INC 26,237 +26,237 $915
     UPLD26,237+26,237$915
CME GROUP INC 4,260 +4,260 $900
     CME4,260+4,260$900
SPLUNK INC 7,272 -32,369 $857
     SPLK7,272-32,369$857
ELASTIC N V 9,117 -8,083 $751
     ESTC9,117-8,083$751
TWILIO INC 6,122 +6,122 $673
     TWLO6,122+6,122$673

See Full List: All Stocks Held By Lee Capital Asset Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Lee Capital Asset Management LLC

Size ($ in 1000's)
At 09/30/2019: $68,678
At 06/30/2019: $76,076

Lee Capital Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lee Capital Asset Management LLC 13F filings. Link to 13F filings: SEC filings

Lee Capital Asset Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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