LECAP ASSET MANAGEMENT LTD - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, LECAP ASSET MANAGEMENT LTD held in its portfolio 277 assets valued at $251,083,037 (i.e. $251.08M).

The most valuable assets in the portfolio included: MOTOROLA SOLUTIONS INC ($2.65M), SERVICENOW INC ($2.56M), and VICI PPTYS INC ($2.54M).

The chart below shows the top 10 valuable assets, and the table below shows the top 277 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in LECAP ASSET MANAGEMENT LTD Portfolio
MOTOROLA SOLUTIONS INC
SERVICENOW INC
VICI PPTYS INC
INSULET CORP
OTIS WORLDWIDE CORP
NVIDIA CORPORATION
INVITATION HOMES INC
VERISK ANALYTICS INC
MAPLEBEAR INC
DEXCOM INC
LECAP ASSET MANAGEMENT LTD - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
MOTOROLA SOLUTIONS INC 6922 2653341 COM NEW
SERVICENOW INC 16706 2559192 COM
VICI PPTYS INC 90399 2542020 COM
INSULET CORP 8929 2537979 COM
OTIS WORLDWIDE CORP 29055 2537954 COM
NVIDIA CORPORATION 13418 2502457 COM
INVITATION HOMES INC 88041 2446659 COM
VERISK ANALYTICS INC 10912 2440905 COM
MAPLEBEAR INC 51918 2335272 COM
DEXCOM INC 33086 2195918 COM
PULTE GROUP INC 18619 2183264 COM
CHEWY INC 65368 2160412 CL A
CUMMINS INC 4217 2152568 COM
MEDPACE HLDGS INC 3782 2124160 COM
CENTENE CORP DEL 51460 2117579 COM
TOAST INC 59123 2099458 CL A
BEST BUY INC 30164 2018877 COM
ALEXANDRIA REAL ESTATE EQ IN 40995 2006295 COM
AUTOMATIC DATA PROCESSING IN 7799 2006137 COM
DECKERS OUTDOOR CORP 19134 1983622 COM
ROSS STORES INC 10846 1953798 COM
WALMART INC 17461 1945330 COM
TRANE TECHNOLOGIES PLC 4991 1942497 SHS
MARKETAXESS HLDGS INC 10596 1920525 COM
ON HLDG AG 41273 1918369 NAMEN AKT A
BROADCOM INC 5533 1914971 COM
HOST HOTELS & RESORTS INC 107770 1910762 COM
ALLSTATE CORP 9163 1907278 COM
ROCKWELL AUTOMATION INC 4849 1886600 COM
COPART INC 47905 1875481 COM
CROWN CASTLE INC 20720 1841386 COM
ALIGN TECHNOLOGY INC 11616 1813838 COM
MICROCHIP TECHNOLOGY INC. 28370 1807736 COM
MARSH & MCLENNAN COS INC 9521 1766336 COM
EVEREST GROUP LTD 5182 1758512 COM
BOSTON SCIENTIFIC CORP 18408 1755203 COM
CHURCH & DWIGHT CO INC 20900 1752465 COM
PRINCIPAL FINANCIAL GROUP IN 19682 1736149 COM
MASIMO CORP 13196 1716272 COM
ROPER TECHNOLOGIES INC 3822 1701287 COM
STANLEY BLACK & DECKER INC 22830 1695812 COM
SAIA INC 5182 1692027 COM
CACI INTL INC 3175 1691672 CL A
HEALTHPEAK PROPERTIES INC 104887 1686583 COM
MICRON TECHNOLOGY INC 5881 1678496 COM
LYFT INC 86459 1674711 CL A COM
UNUM GROUP 21573 1671908 COM
NORDSON CORP 6948 1670508 COM
EQUITABLE HLDGS INC 34905 1663223 COM
HARTFORD INSURANCE GROUP INC 11978 1650568 COM
TERADYNE INC 8392 1624356 COM
AGILENT TECHNOLOGIES INC 11390 1549837 COM
VERALTO CORP 15378 1534417 COM SHS
REDDIT INC 6609 1519211 CL A
COHERENT CORP 8064 1488372 COM
TJX COS INC NEW 9598 1474349 COM
UIPATH INC 89542 1467593 CL A
VERTIV HOLDINGS CO 9051 1466353 COM CL A
EQUITY RESIDENTIAL 23070 1454333 SH BEN INT
GODADDY INC 11569 1435482 CL A
MONGODB INC 3417 1434081 CL A
AECOM 14801 1410979 COM
STIFEL FINL CORP 11015 1379298 COM
SPROUTS FMRS MKT INC 17038 1357417 COM
ELI LILLY & CO 1262 1356246 COM
GENERAL MTRS CO 16519 1343325 COM
CAPITAL ONE FINL CORP 5275 1278449 COM
US BANCORP DEL 23901 1275357 COM NEW
TRADEWEB MKTS INC 11796 1268542 CL A
CITIZENS FINL GROUP INC 21341 1246528 COM
CUBESMART 34497 1243617 COM
GARMIN LTD 6118 1241036 SHS
INVESCO LTD 46272 1215565 SHS
ARCH CAP GROUP LTD 12569 1205618 ORD
ACUITY INC 3342 1203254 COM
GLOBUS MED INC 13778 1202957 CL A
BRIGHT HORIZONS FAM SOL IN D 11526 1168736 COM
TETRA TECH INC NEW 34678 1163100 COM
APPLIED INDL TECHNOLOGIES IN 4487 1152127 COM
FERGUSON ENTERPRISES INC 5174 1151888 COMMON STOCK NEW
FOX CORP 17668 1147183 CL B COM
ONTO INNOVATION INC 7265 1146853 COM
BATH & BODY WORKS INC 55460 1113637 COM
GRAND CANYON ED INC 6536 1087002 COM
BRIXMOR PPTY GROUP INC 41062 1076646 COM
OLLIES BARGAIN OUTLET HLDGS 9821 1076480 COM
EDWARDS LIFESCIENCES CORP 12564 1071081 COM
AFFILIATED MANAGERS GROUP IN 3685 1062312 COM
ADVANCED DRAIN SYS INC DEL 7298 1056969 COM
CADENCE DESIGN SYSTEM INC 3375 1054958 COM
INTUITIVE SURGICAL INC 1846 1045501 COM NEW
SANDISK CORP 4359 1034739 COM
FLOWSERVE CORP 14908 1034317 COM
INSPIRE MED SYS INC 11010 1015452 COM
JAZZ PHARMACEUTICALS PLC 5946 1010820 SHS USD
FLOOR & DECOR HLDGS INC 16590 1010165 CL A
FIDELITY NATIONAL FINANCIAL 18490 1009369 COM SHS
COGNEX CORP 27920 1004562 COM
DAVITA INC 8731 991929 COM
SITEONE LANDSCAPE SUPPLY INC 7927 987387 COM
BLACKROCK INC 900 963306 COM
NVR INC 130 948060 COM
THE CAMPBELLS COMPANY 32824 914805 COM
BROWN FORMAN CORP 35020 912621 CL B
PROLOGIS INC. 7132 910471 COM
SHARKNINJA INC 8136 910418 COM SHS
UNIVERSAL DISPLAY CORP 7779 908432 COM
VALMONT INDS INC 2254 906829 COM
CHEMED CORP NEW 2111 903212 COM
CIRRUS LOGIC INC 7495 888158 COM
KBR INC 22037 885887 COM
ALLISON TRANSMISSION HLDGS I 9022 883254 COM
NEXSTAR MEDIA GROUP INC 4337 880628 COMMON STOCK
BERKSHIRE HATHAWAY INC DEL 1750 879638 CL B NEW
BORGWARNER INC 19453 876552 COM
MID-AMER APT CMNTYS INC 6294 874300 COM
WESTERN DIGITAL CORP 5008 862728 COM
METLIFE INC 10828 854762 COM
LANDSTAR SYS INC 5879 844812 COM
DOCUSIGN INC 12184 833386 COM
NCINO INC 31163 799019 COM
PRIMERICA INC 3081 796007 COM
CARRIER GLOBAL CORPORATION 15064 795982 COM
EQUIFAX INC 3646 791109 COM
ALLEGRO MICROSYSTEMS INC 29696 783380 COM
QUEST DIAGNOSTICS INC 4497 780364 COM
LABCORP HOLDINGS INC 3087 774467 COM SHS
PFIZER INC 30750 765675 COM
FORTUNE BRANDS INNOVATIONS I 15204 760504 COM
KIMCO RLTY CORP 37256 755179 COM
ARMSTRONG WORLD INDS INC NEW 3933 751596 COM
ATLASSIAN CORPORATION 4607 746979 CL A
D R HORTON INC 5174 745211 COM
ZOOM COMMUNICATIONS INC 8473 731135 CL A
MACYS INC 33112 730120 COM
GAP INC 28517 730035 COM
MGIC INVT CORP WIS 24387 712588 COM
LAZARD INC 14563 707179 COM
WHITE MTNS INS GROUP LTD 340 706530 COM
PROCTER AND GAMBLE CO 4929 706375 COM
HOULIHAN LOKEY INC 4030 701986 CL A
IAC INC 17885 699304 COM NEW
TWILIO INC 4855 690575 CL A
MATCH GROUP INC NEW 21066 680221 COM
CONCENTRIX CORP 16190 673180 COM
WATERS CORP 1769 671919 COM
VOYA FINANCIAL INC 8957 667207 COM
NEW YORK TIMES CO 9379 651090 CL A
REINSURANCE GRP OF AMERICA I 3161 643137 COM NEW
SOTERA HEALTH CO 36218 638886 COM
ILLUMINA INC 4770 625633 COM
EVERUS CONSTR GROUP 7299 624502 COM
WEST PHARMACEUTICAL SVSC INC 2254 620166 COM
HALOZYME THERAPEUTICS INC 9163 616670 COM
DARLING INGREDIENTS INC 16955 610380 COM
SCHWAB CHARLES CORP 6073 606753 COM
CROCS INC 7069 604541 COM
TYSON FOODS INC 10172 596283 CL A
WEBSTER FINL CORP 9284 584335 COM
GRACO INC 6970 571331 COM
AIRBNB INC 4190 568667 COM CL A
VIKING HOLDINGS LTD 7941 567067 ORD SHS
VERTEX PHARMACEUTICALS INC 1245 564433 COM
LEIDOS HOLDINGS INC 3124 563570 COM
AUTODESK INC 1879 556203 COM
ELASTIC N V 7340 553730 ORD SHS
F N B CORP 32192 550483 COM
EQUITY LIFESTYLE PPTYS INC 9036 547672 COM
HILTON WORLDWIDE HLDGS INC 1905 547211 COM
DYNATRACE INC 12560 544350 COM NEW
BOOKING HOLDINGS INC 101 540888 COM
MILLROSE PPTYS INC 17926 535450 COM CL A
TORO CO 6750 531360 COM
AMERICAN AIRLS GROUP INC 34379 527030 COM
ARISTA NETWORKS INC 4019 526610 COM SHS
POOL CORP 2301 526354 COM
UNITED AIRLS HLDGS INC 4656 520634 COM
APPFOLIO INC 2233 519507 COM CL A
LAS VEGAS SANDS CORP 7891 513625 COM
CARNIVAL CORP 16804 513194 UNIT 99/99/9999
FAIR ISAAC CORP 303 512258 COM
EXELIXIS INC 11653 510751 COM
QIAGEN NV 11315 508836 COM SHS
FIRST AMERN FINL CORP 8264 507740 COM
SPOTIFY TECHNOLOGY S A 860 499411 SHS
SOUTHWEST AIRLS CO 12070 498853 COM
AFFIRM HLDGS INC 6657 495481 COM CL A
DOXIMITY INC 11089 491021 CL A
EXPEDIA GROUP INC 1730 490126 COM NEW
FIRST HORIZON CORPORATION 20494 489807 COM
GLOBANT S A 7472 488445 COM
BRISTOL-MYERS SQUIBB CO 8951 482817 COM
IRIDIUM COMMUNICATIONS INC 27681 481096 COM
TAKE-TWO INTERACTIVE SOFTWAR 1856 475192 COM
SENSATA TECHNOLOGIES HLDG PL 14161 471420 SHS
ALLEGION PLC 2943 468584 ORD SHS
V F CORP 25878 467874 COM
NETFLIX INC 4939 463081 COM
WINTRUST FINL CORP 3283 459029 COM
ALNYLAM PHARMACEUTICALS INC 1151 457695 COM
RBC BEARINGS INC 1012 453811 COM
EBAY INC. 5177 450917 COM
EMCOR GROUP INC 736 450277 COM
TRIMBLE INC 5741 449807 COM
TESLA INC 995 447471 COM
TERADATA CORP DEL 14578 443754 COM
CRANE NXT CO 9308 438128 COM
AON PLC 1231 434395 SHS CL A
MOLSON COORS BEVERAGE CO 9296 433937 CL B
MOHAWK INDS INC 3942 430861 COM
DOUBLEVERIFY HLDGS INC 37609 430247 COM
SEABOARD CORP DEL 96 426703 COM
ON SEMICONDUCTOR CORP 7741 419175 COM
UNITED PARCEL SERVICE INC 4135 410151 CL B
LAUDER ESTEE COS INC 3873 405581 CL A
AMERIPRISE FINL INC 827 405511 COM
RENAISSANCERE HLDGS LTD 1428 401496 COM
GE VERNOVA INC 610 398678 COM
JOHNSON CTLS INTL PLC 3303 395534 SHS
ROCKET COS INC 20269 392408 COM CL A
APPLE INC 1440 391478 COM
ENVISTA HOLDINGS CORPORATION 17780 386004 COM
GENTEX CORP 16006 372460 COM
UBER TECHNOLOGIES INC 4555 372189 COM
KROGER CO 5952 371881 COM
ROKU INC 3233 350748 COM CL A
WORKDAY INC 1592 341930 CL A
UNITED THERAPEUTICS CORP DEL 696 339126 COM
MCDONALDS CORP 1100 336193 COM
AMERICAN TOWER CORP NEW 1907 334812 COM
VERIZON COMMUNICATIONS INC 8134 331298 COM
U HAUL HOLDING COMPANY 7074 330639 COM SER N
TD SYNNEX CORPORATION 2198 330206 COM
QNITY ELECTRONICS INC 4015 327825 COMMON STOCK
DUTCH BROS INC 5318 325568 CL A
SMUCKER J M CO 3313 324045 COM NEW
CLOUDFLARE INC 1637 322735 CL A COM
DXC TECHNOLOGY CO 21703 317949 COM
BOSTON BEER INC 1604 312989 CL A
CNA FINL CORP 6485 309594 COM
THE CIGNA GROUP 1101 303028 COM
WEX INC 2006 298854 COM
ALASKA AIR GROUP INC 5906 297072 COM
SIMON PPTY GROUP INC NEW 1587 293770 COM
BLACKSTONE INC 1890 291325 COM
JEFFERIES FINL GROUP INC 4668 289276 COM
FIRST HAWAIIAN INC 11131 281614 COM
LUCID GROUP INC 26592 281077 COM NEW
MOODYS CORP 540 275859 COM
BANK NEW YORK MELLON CORP 2355 273392 COM
REGENERON PHARMACEUTICALS 349 269383 COM
FIRST INDL RLTY TR INC 4675 267737 COM
DONALDSON INC 2905 257557 COM
CDW CORP 1854 252515 COM
MONSTER BEVERAGE CORP NEW 3286 251938 COM
BOYD GAMING CORP 2932 249924 COM
GENPACT LIMITED 5241 245174 SHS
IRON MTN INC DEL 2950 244703 COM
HUBSPOT INC 607 243589 COM
CHURCHILL DOWNS INC 2117 240872 COM
SAREPTA THERAPEUTICS INC 11186 240723 COM
AMAZON COM INC 1036 239130 COM
LAMB WESTON HLDGS INC 5380 225368 COM
ADVANCED MICRO DEVICES INC 1045 223797 COM
OREILLY AUTOMOTIVE INC 2432 221823 COM
ADT INC DEL 27440 221441 COM
TELEDYNE TECHNOLOGIES INC 416 212464 COM
INTUIT 320 211974 COM
SMITHFIELD FOODS INC 9359 208986 COM
OMNICOM GROUP INC 2550 205913 COM
3M CO 1285 205729 COM
GITLAB INC 5441 204201 CLASS A COM
ZOETIS INC 1612 202822 CL A
FLOWERS FOODS INC 17375 189040 COM
WENDYS CO 22491 187350 COM
ORGANON & CO 25466 182591 COMMON STOCK
PENN ENTERTAINMENT INC 10916 161011 COM