Lee Capital Asset Management LLC 13F 持仓 · 最近申报 2019年Q4
Lee Capital Asset Management 在 2019年Q4（报告期截至 2019-12-31）的 SEC 13F 申报中报告了 24 只证券，申报市值合计 4,771.30 万美元。前几大持仓：GPN（7.88%）、AMZN（6.21%）、CRM（6.07%）。本季前 25 大持仓中：新建仓 10 只、增持 3 只、减持 11 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GPN | GLOBAL PMTS INC | $3.8M | 7.88% | 20,587 | 减持 |
| 2 | AMZN | AMAZON COM INC | $3.0M | 6.21% | 1,603 | 减持 |
| 3 | CRM | SALESFORCE COM INC | $2.9M | 6.07% | 17,814 | 减持 |
| 4 | NOW | SERVICENOW INC | $2.8M | 5.82% | 9,845 | 减持 |
| 5 | WEX | WEX INC | $2.6M | 5.51% | 12,542 | 增持 |
| 6 | FIS | FIDELITY NATL INFORMATION SV | $2.4M | 5.10% | 17,500 | 新建仓 |
| 7 | AYX | ALTERYX INC | $2.1M | 4.44% | 7,825 | 新建仓 |
| 8 | ETSY | ETSY INC | $2.0M | 4.25% | 45,767 | 增持 |
| 9 | ACN | ACCENTURE PLC IRELAND | $2.0M | 4.23% | 9,590 | 新建仓 |
| 10 | WNS | WNS HOLDINGS LTD | $2.0M | 4.14% | 29,820 | 新建仓 |
| 11 | PEGA | PEGASYSTEMS INC | $2.0M | 4.10% | 24,570 | 减持 |
| 12 | ADBE | ADOBE INC | $1.9M | 4.08% | 5,900 | 新建仓 |
| 13 | G | GENPACT LIMITED | $1.9M | 4.08% | 46,170 | 新建仓 |
| 14 | GDDY | GODADDY INC | $1.9M | 4.02% | 28,270 | 减持 |
| 15 | NDAQ | NASDAQ INC | $1.9M | 3.97% | 17,670 | 新建仓 |
| 16 | PYPL | PAYPAL HLDGS INC | $1.9M | 3.96% | 17,460 | 减持 |
| 17 | GOOGL | ALPHABET INC | $1.9M | 3.95% | 1,409 | 减持 |
| 18 | RP | REALPAGE INC | $1.9M | 3.88% | 34,455 | 新建仓 |
| 19 | ADP | AUTOMATIC DATA PROCESSING IN | $1.8M | 3.83% | 10,720 | 新建仓 |
| 20 | V | VISA INC | $1.5M | 3.11% | 7,911 | 增持 |
| 21 | WIX | WIX COM LTD | $1.0M | 2.17% | 8,465 | 减持 |
| 22 | WDAY | WORKDAY INC | $955,000 | 2.00% | 5,805 | 减持 |
| 23 | MSFT | MICROSOFT CORP | $941,000 | 1.97% | 5,970 | 新建仓 |
| 24 | MDB | MONGODB INC | $582,000 | 1.22% | 4,425 | 减持 |
| 25 | CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2019-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR