Lecap Asset Management Ltd

13F filer · CIK 0001990849

Reported Jul 30, 2026

Net seller this quarter

13F portfolio value$233MU.S. long equity reported on 13F

Positions254131 new · 145 closed

Net flow last quarter-$69.2MBuys minus sells

Top 10 positions weight9.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 2026254 positions
GDDYGoDaddy Inc.	$2.47M	1.06%	0.02%	+223.8%	Q4 2023
IRIngersoll Rand Inc.	$2.38M	1.02%	0.01%	New	Q2 2026
KRKroger Co	$2.35M	1.01%	0.01%	+727.5%	Q1 2024
DHIHorton D R Inc	$2.32M	0.99%	0.01%	+222.2%	Q4 2023
NTNXNutanix, Inc.	$2.31M	0.99%	0.02%	Not reported	Q4 2023
AIGAmerican International Group, Inc.	$2.29M	0.98%	0.01%	-9.6%	Q4 2023
FFIVF5, Inc.	$2.29M	0.98%	0.01%	Not reported	Q4 2024
IQVIqvia Holdings Inc.	$2.21M	0.95%	0.01%	Not reported	Q1 2024
CMCSAComcast Corp	$2.2M	0.94%	0.00%	+137.8%	Q3 2024
EQHEquitable Holdings, Inc.	$2.18M	0.93%	0.02%	+760.1%	Q4 2023
SYYSysco Corp	$2.17M	0.93%	0.01%	-31.1%	Q4 2023
XYZBlock, Inc.	$2.17M	0.93%	Not reported	Not reported	Q4 2023
JBLJabil Inc	$2.15M	0.92%	0.01%	Not reported	Q4 2023
ELEstee Lauder Companies Inc	$2.14M	0.92%	Not reported	-8.0%	Q1 2024
JKHYJack Henry & Associates Inc	$2.12M	0.91%	0.02%	Not reported	Q4 2023
GNRCGenerac Holdings Inc.	$2.12M	0.91%	0.01%	Not reported	Q1 2024
DECKDeckers Outdoor Corp	$2.11M	0.91%	0.02%	-9.2%	Q2 2024
CRMSalesforce, Inc.	$2.07M	0.89%	0.00%	Not reported	Q1 2024
APHAmphenol Corp	$2.07M	0.89%	0.00%	-22.4%	Q2 2024
INTUIntuit Inc.	$2.05M	0.88%	0.00%	Not reported	Q1 2024
HIGHartford Insurance Group, Inc.	$2.03M	0.87%	0.01%	Not reported	Q3 2024
TWTradeweb Markets Inc.	$1.98M	0.85%	19858.00%	+53.2%	Q4 2023
INVHInvitation Homes Inc.	$1.98M	0.85%	0.01%	+133.4%	Q1 2025
BSXBoston Scientific Corp	$1.88M	0.81%	0.00%	Not reported	Q4 2025
OWLBlue Owl Capital Inc.	$1.85M	0.79%	3.07%	Not reported	Q1 2024
SSNCSS&C Technologies Holdings Inc	$1.84M	0.79%	0.01%	-22.9%	Q4 2023
ACMAecom	$1.8M	0.77%	0.02%	+168.3%	Q4 2025
AMTAmerican Tower Corp	$1.79M	0.77%	0.00%	Not reported	Q1 2024
STTState Street Corp	$1.77M	0.76%	0.00%	+94.2%	Q4 2023
GAPGap Inc	$1.74M	0.74%	0.03%	Not reported	Q4 2023
PNRPENTAIR plc	$1.7M	0.73%	0.01%	+533.7%	Q3 2024
ARWArrow Electronics, Inc.	$1.69M	0.72%	0.02%	Not reported	Q4 2023
REGRegency Centers Corp	$1.66M	0.71%	0.01%	+67.6%	Q4 2023
MAMastercard Inc	$1.65M	0.71%	0.00%	-39.9%	Q2 2024
SNPSSynopsys Inc	$1.61M	0.69%	0.00%	+358.8%	Q4 2023
TMOThermo Fisher Scientific Inc.	$1.61M	0.69%	0.00%	+55.7%	Q2 2024
LSCCLattice Semiconductor Corp	$1.6M	0.69%	0.01%	Not reported	Q2 2024
CPNGCoupang, Inc.	$1.57M	0.67%	Not reported	Not reported	Q4 2023
GTLBGitlab Inc.	$1.56M	0.67%	Not reported	+46.6%	Q2 2024
VOYAVoya Financial, Inc.	$1.53M	0.66%	0.02%	Not reported	Q4 2023
AMKRAmkor Technology, Inc.	$1.53M	0.65%	0.01%	Not reported	Q3 2024
IBKRInteractive Brokers Group, Inc.	$1.48M	0.63%	0.01%	-58.2%	Q4 2023
QCOMQualcomm Inc	$1.45M	0.62%	0.00%	Not reported	Q4 2023
WHRWhirlpool Corp	$1.43M	0.61%	0.06%	Not reported	Q4 2023
ZMZoom Communications, Inc.	$1.42M	0.61%	Not reported	+108.1%	Q4 2023
OTISOtis Worldwide Corp	$1.4M	0.60%	0.01%	+42.8%	Q4 2024
STSensata Technologies Holding plc	$1.4M	0.60%	0.02%	+42.9%	Q3 2024
CLColgate Palmolive Co	$1.39M	0.60%	0.00%	Not reported	Q3 2024
UNMUnum Group	$1.39M	0.60%	0.01%	-43.9%	Q1 2024
UUnity Software Inc.	$1.38M	0.59%	0.01%	-28.2%	Q1 2026

Q1 2026Reported Apr 30, 2026267 positions
IBKRInteractive Brokers Group, Inc.	$2.73M	1.03%	0.02%	Not reported	Q4 2023
TOLToll Brothers, Inc.	$2.72M	1.02%	0.02%	Not reported	Q2 2024
SYYSysco Corp	$2.69M	1.01%	0.01%	Not reported	Q4 2023
MAMastercard Inc	$2.67M	1.00%	0.00%	Not reported	Q2 2024
SSNCSS&C Technologies Holdings Inc	$2.6M	0.98%	0.02%	Not reported	Q4 2023
TPGTPG Inc.	$2.57M	0.97%	Not reported	Not reported	Q2 2024
AIGAmerican International Group, Inc.	$2.56M	0.96%	0.01%	Not reported	Q4 2023
CPRTCopart Inc	$2.54M	0.96%	0.01%	+59.8%	Q3 2024
HSTHost Hotels & Resorts, Inc.	$2.51M	0.95%	0.02%	+21.8%	Q3 2025
BRK.BBerkshire Hathaway Inc	$2.5M	0.94%	Not reported	+198.1%	Q4 2023
DOCUDocusign, Inc.	$2.5M	0.94%	0.03%	+332.5%	Q1 2024
IEXIdex Corp	$2.48M	0.93%	0.02%	Not reported	Q1 2024
AAPLApple Inc.	$2.48M	0.93%	0.00%	+578.2%	Q4 2025
VRSNVerisign Inc	$2.4M	0.90%	0.01%	Not reported	Q4 2023
DECKDeckers Outdoor Corp	$2.34M	0.88%	0.02%	+22.3%	Q2 2024
AMPAmeriprise Financial Inc	$2.24M	0.84%	0.01%	+509.8%	Q1 2024
PODDInsulet Corp	$2.2M	0.83%	0.01%	+17.5%	Q4 2023
CNCCentene Corp	$2.19M	0.82%	0.01%	+29.8%	Q1 2024
TPRTapestry, Inc.	$2.12M	0.80%	0.01%	Not reported	Q4 2023
ELEstee Lauder Companies Inc	$2.11M	0.80%	Not reported	+660.7%	Q1 2024
NOWServiceNow, Inc.	$2.09M	0.79%	0.00%	+19.8%	Q4 2024
MTDMettler Toledo International Inc/	$2.07M	0.78%	0.01%	Not reported	Q4 2023
ISRGIntuitive Surgical Inc	$2.06M	0.77%	0.00%	+142.2%	Q3 2024
UNMUnum Group	$2.03M	0.76%	0.02%	+28.6%	Q1 2024
TGTTarget Corp	$2.01M	0.75%	0.00%	Not reported	Q4 2023
RRXRegal Rexnord Corp	$1.96M	0.74%	0.02%	New	Q1 2026
BBWIBath & Body Works, Inc.	$1.96M	0.74%	0.05%	+89.1%	Q4 2023
UBERUber Technologies, Inc	$1.93M	0.73%	0.00%	+489.5%	Q4 2023
APHAmphenol Corp	$1.91M	0.72%	0.00%	Not reported	Q2 2024
DGDollar General Corp	$1.91M	0.72%	0.01%	Not reported	Q2 2024
CHEChemed Corp	$1.9M	0.71%	0.04%	+137.9%	Q2 2024
ELVElevance Health, Inc.	$1.87M	0.70%	0.00%	Not reported	Q4 2023
VICIVici Properties Inc.	$1.86M	0.70%	0.01%	-24.5%	Q4 2023
ACGLArch Capital Group Ltd.	$1.84M	0.69%	0.01%	+52.8%	Q3 2025
BLDRBuilders FirstSource, Inc.	$1.84M	0.69%	0.02%	Not reported	Q2 2024
SFStifel Financial Corp	$1.81M	0.68%	0.02%	+48.5%	Q4 2023
FNDFloor & Decor Holdings, Inc.	$1.73M	0.65%	0.03%	+105.8%	Q1 2025
PATHUiPath, Inc.	$1.73M	0.65%	Not reported	+74.4%	Q4 2023
MSFTMicrosoft Corp	$1.69M	0.63%	0.00%	Not reported	Q4 2023
ALGNAlign Technology Inc	$1.68M	0.63%	0.01%	-15.4%	Q4 2023
FICOFair Isaac Corp	$1.66M	0.62%	0.01%	+411.9%	Q4 2025
FDXFedex Corp	$1.64M	0.62%	0.00%	Not reported	Q4 2023
MUMicron Technology Inc	$1.64M	0.62%	0.00%	-17.6%	Q4 2023
MORNMorningstar, Inc.	$1.63M	0.61%	0.03%	Not reported	Q1 2025
ONOn Semiconductor Corp	$1.6M	0.60%	0.01%	+233.4%	Q4 2025
FOXFox Corp	$1.59M	0.60%	Not reported	+69.6%	Q4 2023
FNFFidelity National Financial, Inc.	$1.58M	0.59%	0.01%	+84.2%	Q4 2023
CGNXCognex Corp	$1.56M	0.59%	0.02%	+14.2%	Q4 2023
AMHAmerican Homes 4 Rent	$1.54M	0.58%	Not reported	Not reported	Q4 2023
AMEAmetek Inc/	$1.54M	0.58%	0.00%	Not reported	Q1 2024

Q4 2025Reported Jan 27, 2026277 positions
MSIMotorola Solutions, Inc.	$2.65M	1.06%	0.00%	Not reported	Q4 2023
NOWServiceNow, Inc.	$2.56M	1.02%	0.00%	Not reported	Q4 2024
VICIVici Properties Inc.	$2.54M	1.01%	0.01%	+136.8%	Q4 2023
PODDInsulet Corp	$2.54M	1.01%	0.01%	Not reported	Q4 2023
OTISOtis Worldwide Corp	$2.54M	1.01%	0.01%	+7.2%	Q4 2024
NVDANvidia Corp	$2.5M	1.00%	0.00%	-17.9%	Q4 2023
INVHInvitation Homes Inc.	$2.45M	0.97%	0.01%	+113.5%	Q1 2025
VRSKVerisk Analytics, Inc.	$2.44M	0.97%	0.01%	Not reported	Q1 2024
CARTMaplebear Inc.	$2.34M	0.93%	0.02%	Not reported	Q2 2024
DXCMDexcom Inc	$2.2M	0.87%	0.01%	Not reported	Q2 2024
PHMPultegroup Inc	$2.18M	0.87%	0.01%	Not reported	Q4 2023
CHWYChewy, Inc.	$2.16M	0.86%	65368.00%	+215.6%	Q3 2025
CMICummins Inc	$2.15M	0.86%	0.00%	+78.7%	Q4 2023
MEDPMedpace Holdings, Inc.	$2.12M	0.85%	0.01%	Not reported	Q2 2024
CNCCentene Corp	$2.12M	0.84%	0.01%	Not reported	Q1 2024
TOSTToast, Inc.	$2.1M	0.84%	0.03%	+206.7%	Q4 2023
BBYBest Buy Co Inc	$2.02M	0.80%	0.01%	-0.4%	Q2 2024
AREAlexandria Real Estate Equities, Inc.	$2.01M	0.80%	0.02%	Not reported	Q4 2023
ADPAutomatic Data Processing Inc	$2.01M	0.80%	0.00%	+66.8%	Q4 2023
DECKDeckers Outdoor Corp	$1.98M	0.79%	0.01%	-19.8%	Q2 2024
ROSTRoss Stores, Inc.	$1.95M	0.78%	0.00%	-30.9%	Q4 2023
WMTWalmart Inc.	$1.95M	0.77%	0.00%	+219.5%	Q4 2023
TTTrane Technologies plc	$1.94M	0.77%	0.00%	+64.7%	Q4 2024
MKTXMarketaxess Holdings Inc	$1.92M	0.76%	0.03%	-22.4%	Q2 2024
ONONOn Holding AG	$1.92M	0.76%	0.01%	+18.6%	Q3 2025
AVGOBroadcom Inc.	$1.91M	0.76%	0.00%	-19.4%	Q4 2023
HSTHost Hotels & Resorts, Inc.	$1.91M	0.76%	0.02%	+48.1%	Q3 2025
ALLAllstate Corp	$1.91M	0.76%	0.00%	-21.9%	Q4 2023
ROKRockwell Automation, Inc	$1.89M	0.75%	0.00%	+148.8%	Q3 2025
CPRTCopart Inc	$1.88M	0.75%	0.00%	+24.3%	Q3 2024
CCICrown Castle Inc.	$1.84M	0.73%	0.00%	-32.4%	Q4 2023
ALGNAlign Technology Inc	$1.81M	0.72%	0.02%	Not reported	Q4 2023
MCHPMicrochip Technology Inc	$1.81M	0.72%	0.01%	-19.9%	Q3 2025
MRSHMarsh & Mclennan Companies, Inc.	$1.77M	0.70%	0.00%	-35.0%	Q3 2024
EGEverest Group, Ltd.	$1.76M	0.70%	0.01%	+359.8%	Q4 2023
BSXBoston Scientific Corp	$1.76M	0.70%	0.00%	New	Q4 2025
CHDChurch & Dwight Co Inc	$1.75M	0.70%	0.01%	New	Q4 2025
PFGPrincipal Financial Group Inc	$1.74M	0.69%	0.01%	+0.4%	Q4 2023
MASIMasimo Corp	$1.72M	0.68%	0.02%	Not reported	Q4 2024
ROPRoper Technologies Inc	$1.7M	0.68%	0.00%	+17.4%	Q4 2024
SWKStanley Black & Decker, Inc.	$1.7M	0.68%	0.01%	-8.4%	Q4 2023
SAIASaia Inc	$1.69M	0.67%	0.02%	Not reported	Q1 2024
CACICaci International Inc	$1.69M	0.67%	0.01%	Not reported	Q4 2023
DOCHealthpeak Properties, Inc.	$1.69M	0.67%	0.02%	Not reported	Q4 2023
MUMicron Technology Inc	$1.68M	0.67%	0.00%	-54.7%	Q4 2023
LYFTLyft, Inc.	$1.67M	0.67%	0.02%	+166.8%	Q4 2023
UNMUnum Group	$1.67M	0.67%	0.01%	Not reported	Q1 2024
NDSNNordson Corp	$1.67M	0.67%	0.01%	Not reported	Q1 2024
EQHEquitable Holdings, Inc.	$1.66M	0.66%	0.01%	-31.7%	Q4 2023
HIGHartford Insurance Group, Inc.	$1.65M	0.66%	0.00%	-11.4%	Q3 2024

Q3 2025Reported Oct 23, 2025266 positions
NVDANvidia Corp	$3.05M	1.06%	0.00%	Not reported	Q4 2023
TJXTJX Companies Inc	$3.03M	1.05%	0.00%	Not reported	Q4 2023
CCICrown Castle Inc.	$2.96M	1.03%	0.01%	Not reported	Q4 2023
MRSHMarsh & Mclennan Companies, Inc.	$2.95M	1.03%	0.00%	Not reported	Q3 2024
SCHWSchwab Charles Corp	$2.89M	1.00%	0.00%	Not reported	Q1 2024
SFMSprouts Farmers Market, Inc.	$2.86M	1.00%	0.03%	New	Q3 2025
TWTradeweb Markets Inc.	$2.85M	0.99%	25703.00%	Not reported	Q4 2023
TXNTexas Instruments Inc	$2.84M	0.99%	0.00%	Not reported	Q3 2024
CLColgate Palmolive Co	$2.84M	0.99%	0.00%	Not reported	Q3 2024
FERGFerguson Enterprises Inc.	$2.82M	0.98%	0.01%	Not reported	Q3 2024
BRBroadridge Financial Solutions, Inc.	$2.7M	0.94%	0.01%	Not reported	Q3 2024
QRVOQorvo, Inc.	$2.69M	0.93%	0.03%	Not reported	Q4 2023
EQHEquitable Holdings, Inc.	$2.59M	0.90%	0.02%	Not reported	Q4 2023
ALLAllstate Corp	$2.52M	0.87%	0.00%	Not reported	Q4 2023
WDCWestern Digital Corp	$2.48M	0.86%	0.01%	Not reported	Q2 2024
OTISOtis Worldwide Corp	$2.48M	0.86%	0.01%	Not reported	Q4 2024
CRMSalesforce, Inc.	$2.47M	0.86%	0.00%	Not reported	Q1 2024
GDDYGoDaddy Inc.	$2.47M	0.86%	0.01%	Not reported	Q4 2023
DECKDeckers Outdoor Corp	$2.42M	0.84%	0.02%	Not reported	Q2 2024
ROSTRoss Stores, Inc.	$2.39M	0.83%	0.00%	Not reported	Q4 2023
MKTXMarketaxess Holdings Inc	$2.38M	0.83%	0.04%	Not reported	Q2 2024
AIGAmerican International Group, Inc.	$2.37M	0.82%	0.01%	Not reported	Q4 2023
IPGInterpublic Group of Companies, Inc.	$2.36M	0.82%	0.02%	Not reported	Q4 2024
NDAQNasdaq, Inc.	$2.34M	0.82%	0.00%	Not reported	Q1 2024
BBYBest Buy Co Inc	$2.29M	0.80%	0.01%	Not reported	Q2 2024
MCHPMicrochip Technology Inc	$2.27M	0.79%	0.01%	New	Q3 2025
AVGOBroadcom Inc.	$2.27M	0.79%	0.00%	Not reported	Q4 2023
AMTAmerican Tower Corp	$2.25M	0.78%	0.00%	Not reported	Q1 2024
CBChubb Ltd	$2.2M	0.76%	0.00%	Not reported	Q1 2024
MUMicron Technology Inc	$2.17M	0.75%	0.00%	Not reported	Q4 2023
ZMZoom Communications, Inc.	$2.15M	0.75%	Not reported	Not reported	Q4 2023
ORLYO Reilly Automotive Inc	$2.13M	0.74%	0.00%	Not reported	Q4 2024
REXRRexford Industrial Realty, Inc.	$2.11M	0.73%	0.02%	Not reported	Q2 2024
MCOMoodys Corp	$2.06M	0.72%	0.00%	Not reported	Q3 2024
LITELumentum Holdings Inc.	$2.06M	0.72%	0.02%	Not reported	Q3 2024
AMPAmeriprise Financial Inc	$2.05M	0.71%	0.00%	Not reported	Q1 2024
CIENCiena Corp	$1.99M	0.69%	0.01%	Not reported	Q4 2023
ZBRAZebra Technologies Corp	$1.89M	0.66%	0.01%	Not reported	Q2 2024
SWKStanley Black & Decker, Inc.	$1.85M	0.64%	0.02%	Not reported	Q4 2023
SNSharkNinja, Inc.	$1.85M	0.64%	0.01%	Not reported	Q1 2025
HIGHartford Insurance Group, Inc.	$1.8M	0.63%	0.00%	Not reported	Q3 2024
FLSFlowserve Corp	$1.8M	0.63%	0.03%	Not reported	Q4 2023
KNXKnight-Swift Transportation Holdings Inc.	$1.75M	0.61%	0.03%	Not reported	Q2 2024
CPRTCopart Inc	$1.73M	0.60%	0.00%	Not reported	Q3 2024
SPGIS&P Global Inc.	$1.72M	0.60%	0.00%	Not reported	Q1 2024
PATHUiPath, Inc.	$1.7M	0.59%	Not reported	Not reported	Q4 2023
RGAReinsurance Group of America Inc	$1.69M	0.59%	0.01%	Not reported	Q4 2023
MMacy's, Inc.	$1.67M	0.58%	0.03%	New	Q3 2025
TYLTyler Technologies Inc	$1.65M	0.57%	0.01%	New	Q3 2025
APHAmphenol Corp	$1.64M	0.57%	0.00%	Not reported	Q2 2024

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