| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDB | Exit | MONGODB INCcl a | $0 | – | -4,425 | -100.0% | -1.22% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -5,970 | -100.0% | -1.97% | – |
| WDAY | Exit | WORKDAY INCcl a | $0 | – | -5,805 | -100.0% | -2.00% | – |
| WIX | Exit | WIX COM LTD | $0 | – | -8,465 | -100.0% | -2.17% | – |
| V | Exit | VISA INC | $0 | – | -7,911 | -100.0% | -3.11% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -10,720 | -100.0% | -3.83% | – |
| RP | Exit | REALPAGE INC | $0 | – | -34,455 | -100.0% | -3.88% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -1,409 | -100.0% | -3.96% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -17,460 | -100.0% | -3.96% | – |
| NDAQ | Exit | NASDAQ INC | $0 | – | -17,670 | -100.0% | -3.96% | – |
| GDDY | Exit | GODADDY INCcl a | $0 | – | -28,270 | -100.0% | -4.02% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -5,900 | -100.0% | -4.08% | – |
| G | Exit | GENPACT LIMITED | $0 | – | -46,170 | -100.0% | -4.08% | – |
| PEGA | Exit | PEGASYSTEMS INC | $0 | – | -24,570 | -100.0% | -4.10% | – |
| WNS | Exit | WNS HOLDINGS LTDspon adr | $0 | – | -29,820 | -100.0% | -4.14% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -9,590 | -100.0% | -4.23% | – |
| ETSY | Exit | ETSY INC | $0 | – | -45,767 | -100.0% | -4.25% | – |
| AYX | Exit | ALTERYX INC | $0 | – | -7,825 | -100.0% | -4.44% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -17,500 | -100.0% | -5.10% | – |
| WEX | Exit | WEX INC | $0 | – | -12,542 | -100.0% | -5.51% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -9,845 | -100.0% | -5.82% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -17,814 | -100.0% | -6.07% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -1,603 | -100.0% | -6.21% | – |
| GPN | Exit | GLOBAL PMTS INC | $0 | – | -20,587 | -100.0% | -7.88% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| GLOBAL PMTS INC | 5 | Q4 2019 | 9.3% |
| PEGASYSTEMS INC | 5 | Q4 2019 | 9.0% |
| GODADDY INC | 5 | Q4 2019 | 8.9% |
| SALESFORCE COM INC | 5 | Q4 2019 | 11.7% |
| VISA INC | 5 | Q4 2019 | 8.8% |
| ALPHABET INC | 5 | Q4 2019 | 6.8% |
| AMAZON COM INC | 5 | Q4 2019 | 6.2% |
| WEX INC | 5 | Q4 2019 | 5.5% |
| MICROSOFT CORP | 4 | Q4 2019 | 11.5% |
| SERVICENOW INC | 3 | Q4 2019 | 7.6% |
View Lee Capital Asset Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-02-14 |
| 13F-HR | 2019-11-14 |
| 13F-HR | 2019-08-15 |
| 13F-HR | 2019-05-10 |
| 13F-HR | 2019-02-08 |
View Lee Capital Asset Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.