LECAP ASSET MANAGEMENT LTD

CIK 0001990849 • 6 13F filings • Apr 23, 2025 – Jul 30, 2026

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Filer information

Filed by: LECAP ASSET MANAGEMENT LTD, COO
Address: MICHELIN HOUSE, 81 FULHAM ROAD, LONDON, X0, SW3 6RD
Phone: 02031963166
AUM: $251.1M

AUM over time

$233.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsReal EstateOther

Holdings by filing

Portfolio value: $428.2M278 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$2.0M	0.5%	5,232 SH
ADT INC DEL	COM	$739K	0.2%	90,779 SH
AFFIRM HLDGS INC	COM CL A	$491K	0.1%	10,874 SH
AGILENT TECHNOLOGIES INC	COM	$4.2M	1.0%	35,812 SH
AIRBNB INC	COM CL A	$698K	0.2%	5,847 SH
ALASKA AIR GROUP INC	COM	$772K	0.2%	15,694 SH
ALIGN TECHNOLOGY INC	COM	$2.4M	0.6%	15,262 SH
ALLEGION PLC	ORD SHS	$2.3M	0.5%	17,698 SH
ALLISON TRANSMISSION HLDGS I	COM	$307K	0.1%	3,207 SH
ALLSTATE CORP	COM	$1.5M	0.4%	7,422 SH
ALNYLAM PHARMACEUTICALS INC	COM	$461K	0.1%	1,709 SH
AMAZON COM INC	COM	$1.7M	0.4%	9,133 SH
AMENTUM HOLDINGS INC	COM	$190K	0.0%	10,437 SH
AMER SPORTS INC	COM SHS	$2.6M	0.6%	97,032 SH
AMERICAN INTL GROUP INC	COM NEW	$1.8M	0.4%	20,969 SH
AMETEK INC	COM	$3.3M	0.8%	19,203 SH
ANALOG DEVICES INC	COM	$1.9M	0.4%	9,473 SH
AON PLC	SHS CL A	$2.1M	0.5%	5,194 SH
APELLIS PHARMACEUTICALS INC	COM	$235K	0.1%	10,759 SH
APPFOLIO INC	COM CL A	$1.9M	0.5%	8,842 SH
APPLOVIN CORP	COM CL A	$1.6M	0.4%	6,083 SH
APTIV PLC	COM SHS	$2.0M	0.5%	33,189 SH
ARISTA NETWORKS INC	COM SHS	$3.0M	0.7%	38,707 SH
ARMSTRONG WORLD INDS INC NEW	COM	$1.6M	0.4%	11,603 SH
ATLASSIAN CORPORATION	CL A	$1.3M	0.3%	6,037 SH
AUTODESK INC	COM	$3.2M	0.7%	12,106 SH
AUTONATION INC	COM	$694K	0.2%	4,287 SH
AVNET INC	COM	$1.1M	0.3%	23,489 SH
AXIS CAP HLDGS LTD	SHS	$1.9M	0.4%	19,085 SH
AZENTA INC	COM	$669K	0.2%	19,309 SH
BANK AMERICA CORP	COM	$1.7M	0.4%	41,609 SH
BANK OZK LITTLE ROCK ARK	COM	$397K	0.1%	9,143 SH
BATH & BODY WORKS INC	COM	$3.2M	0.8%	106,629 SH
BENTLEY SYS INC	COM CL B	$1.6M	0.4%	40,976 SH
BERKLEY W R CORP	COM	$1.3M	0.3%	18,701 SH
BEST BUY INC	COM	$670K	0.2%	9,096 SH
BIO RAD LABS INC	CL A	$390K	0.1%	1,600 SH
BIO-TECHNE CORP	COM	$797K	0.2%	13,589 SH
BIOMARIN PHARMACEUTICAL INC	COM	$694K	0.2%	9,822 SH
BIRKENSTOCK HOLDING PLC	COM SHS	$2.0M	0.5%	43,514 SH
BLACKSTONE INC	COM	$669K	0.2%	4,783 SH
BLOCK H & R INC	COM	$1.3M	0.3%	23,179 SH
BOOKING HOLDINGS INC	COM	$806K	0.2%	175 SH
BORGWARNER INC	COM	$1.3M	0.3%	46,038 SH
BOSTON BEER INC	CL A	$342K	0.1%	1,433 SH
BROADCOM INC	COM	$2.8M	0.7%	16,723 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$1.5M	0.4%	6,355 SH
BROWN FORMAN CORP	CL B	$1.5M	0.4%	45,380 SH
BRUKER CORP	COM	$2.7M	0.6%	65,013 SH
CAMDEN PPTY TR	SH BEN INT	$650K	0.2%	5,318 SH
CARMAX INC	COM	$1.1M	0.3%	14,624 SH
CARTERS INC	COM	$488K	0.1%	11,923 SH
CBOE GLOBAL MKTS INC	COM	$2.0M	0.5%	9,033 SH
CDW CORP	COM	$1.2M	0.3%	7,658 SH
CENTENE CORP DEL	COM	$829K	0.2%	13,656 SH
CHIPOTLE MEXICAN GRILL INC	COM	$842K	0.2%	16,763 SH
CHURCHILL DOWNS INC	COM	$436K	0.1%	3,928 SH
CIENA CORP	COM NEW	$852K	0.2%	14,098 SH
CINTAS CORP	COM	$2.3M	0.5%	11,245 SH
CISCO SYS INC	COM	$299K	0.1%	4,840 SH
CITIZENS FINL GROUP INC	COM	$593K	0.1%	14,482 SH
CLEAN HARBORS INC	COM	$944K	0.2%	4,787 SH
CLOROX CO DEL	COM	$2.7M	0.6%	18,643 SH
COCA COLA CONS INC	COM	$323K	0.1%	239 SH
COGNEX CORP	COM	$1.6M	0.4%	52,336 SH
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$3.8M	0.9%	50,177 SH
COHERENT CORP	COM	$283K	0.1%	4,358 SH
COMCAST CORP NEW	CL A	$950K	0.2%	25,742 SH
COMFORT SYS USA INC	COM	$258K	0.1%	800 SH
CONAGRA BRANDS INC	COM	$974K	0.2%	36,510 SH
COOPER COS INC	COM	$1.7M	0.4%	20,662 SH
CORNING INC	COM	$461K	0.1%	10,072 SH
CRANE COMPANY	COMMON STOCK	$1.1M	0.3%	7,392 SH
CREDIT ACCEP CORP MICH	COM	$288K	0.1%	557 SH
D R HORTON INC	COM	$2.8M	0.7%	22,191 SH
DANAHER CORPORATION	COM	$293K	0.1%	1,428 SH
DARLING INGREDIENTS INC	COM	$424K	0.1%	13,585 SH
DECKERS OUTDOOR CORP	COM	$2.1M	0.5%	18,760 SH
DELTA AIR LINES INC DEL	COM NEW	$826K	0.2%	18,949 SH
DENTSPLY SIRONA INC	COM	$761K	0.2%	50,904 SH
DEXCOM INC	COM	$3.9M	0.9%	56,872 SH
DISNEY WALT CO	COM	$857K	0.2%	8,683 SH
DOLBY LABORATORIES INC	COM CL A	$502K	0.1%	6,254 SH
DOUBLEVERIFY HLDGS INC	COM	$159K	0.0%	11,917 SH
DOVER CORP	COM	$3.8M	0.9%	21,439 SH
DOXIMITY INC	CL A	$2.5M	0.6%	42,506 SH
DRAFTKINGS INC NEW	COM CL A	$454K	0.1%	13,671 SH
DUTCH BROS INC	CL A	$313K	0.1%	5,066 SH
DYNATRACE INC	COM NEW	$3.8M	0.9%	81,562 SH
EDWARDS LIFESCIENCES CORP	COM	$2.9M	0.7%	40,137 SH
ELASTIC N V	ORD SHS	$2.4M	0.6%	26,846 SH
ELEVANCE HEALTH INC	COM	$934K	0.2%	2,147 SH
ELI LILLY & CO	COM	$526K	0.1%	637 SH
ENPHASE ENERGY INC	COM	$1.4M	0.3%	22,267 SH
EPR PPTYS	COM SH BEN INT	$612K	0.1%	11,631 SH
EQUINIX INC	COM	$2.6M	0.6%	3,182 SH
EQUITABLE HLDGS INC	COM	$3.0M	0.7%	57,900 SH
EQUITY LIFESTYLE PPTYS INC	COM	$2.8M	0.7%	42,538 SH
ETSY INC	COM	$837K	0.2%	17,746 SH
EVERCORE INC	CLASS A	$4.0M	0.9%	19,793 SH
EVEREST GROUP LTD	COM	$2.5M	0.6%	6,775 SH
EXELIXIS INC	COM	$703K	0.2%	19,051 SH
EXPEDIA GROUP INC	COM NEW	$426K	0.1%	2,536 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$373K	0.1%	2,326 SH
FIDELITY NATIONAL FINANCIAL	FNF GROUP COM	$2.6M	0.6%	39,402 SH
FIRST AMERN FINL CORP	COM	$1.5M	0.3%	22,330 SH
FIRST INDL RLTY TR INC	COM	$1.9M	0.4%	35,494 SH
FIVE BELOW INC	COM	$2.2M	0.5%	28,838 SH
FIVE9 INC	COM	$1.4M	0.3%	51,647 SH
FLOOR & DECOR HLDGS INC	CL A	$2.2M	0.5%	27,092 SH
FLOWSERVE CORP	COM	$2.4M	0.6%	48,915 SH
FORTINET INC	COM	$1.5M	0.3%	15,160 SH
FORTUNE BRANDS INNOVATIONS I	COM	$506K	0.1%	8,307 SH
FRESHPET INC	COM	$1.5M	0.3%	17,558 SH
FTI CONSULTING INC	COM	$1.8M	0.4%	10,671 SH
GAMING & LEISURE PPTYS INC	COM	$1.8M	0.4%	35,454 SH
GARTNER INC	COM	$1.6M	0.4%	3,877 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$4.0M	0.9%	50,029 SH
GE VERNOVA INC	COM	$407K	0.1%	1,333 SH
GENERAC HLDGS INC	COM	$2.4M	0.6%	18,911 SH
GENPACT LIMITED	SHS	$1.6M	0.4%	31,502 SH
GENTEX CORP	COM	$627K	0.1%	26,893 SH
GILEAD SCIENCES INC	COM	$1.0M	0.2%	9,251 SH
GLOBAL PMTS INC	COM	$2.7M	0.6%	27,138 SH
GLOBE LIFE INC	COM	$2.2M	0.5%	16,951 SH
GODADDY INC	CL A	$1.8M	0.4%	10,269 SH
GRACO INC	COM	$1.9M	0.4%	22,747 SH
GRAND CANYON ED INC	COM	$901K	0.2%	5,206 SH
HANOVER INS GROUP INC	COM	$988K	0.2%	5,682 SH
HARLEY DAVIDSON INC	COM	$596K	0.1%	23,605 SH
HASBRO INC	COM	$3.2M	0.7%	51,669 SH
HAYWARD HLDGS INC	COM	$497K	0.1%	35,720 SH
HEALTHCARE RLTY TR	CL A COM	$441K	0.1%	26,069 SH
HOLOGIC INC	COM	$4.1M	0.9%	65,592 SH
HOME DEPOT INC	COM	$3.4M	0.8%	9,362 SH
HORMEL FOODS CORP	COM	$1.3M	0.3%	42,760 SH
HOULIHAN LOKEY INC	CL A	$1.7M	0.4%	10,530 SH
HUBBELL INC	COM	$3.4M	0.8%	10,311 SH
HUMANA INC	COM	$3.9M	0.9%	14,827 SH
HUNT J B TRANS SVCS INC	COM	$4.3M	1.0%	29,187 SH
IDEX CORP	COM	$3.0M	0.7%	16,646 SH
ILLUMINA INC	COM	$3.7M	0.9%	47,208 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$2.0M	0.5%	12,179 SH
INTUIT	COM	$2.4M	0.6%	3,844 SH
INTUITIVE SURGICAL INC	COM NEW	$1.8M	0.4%	3,592 SH
INVESCO LTD	SHS	$948K	0.2%	62,520 SH
INVITATION HOMES INC	COM	$428K	0.1%	12,280 SH
IRIDIUM COMMUNICATIONS INC	COM	$1.1M	0.3%	39,845 SH
JACOBS SOLUTIONS INC	COM	$1.8M	0.4%	15,267 SH
JANUS HENDERSON GROUP PLC	ORD SHS	$656K	0.2%	18,136 SH
JAZZ PHARMACEUTICALS PLC	SHS USD	$1.4M	0.3%	11,050 SH
JOHNSON & JOHNSON	COM	$755K	0.2%	4,551 SH
JPMORGAN CHASE & CO.	COM	$2.1M	0.5%	8,595 SH
KBR INC	COM	$2.0M	0.5%	39,170 SH
KEYSIGHT TECHNOLOGIES INC	COM	$325K	0.1%	2,167 SH
KIMBERLY-CLARK CORP	COM	$1.4M	0.3%	9,835 SH
KIRBY CORP	COM	$1.7M	0.4%	16,475 SH
KNIGHT-SWIFT TRANSN HLDGS IN	CL A	$4.0M	0.9%	91,272 SH
LAMAR ADVERTISING CO NEW	CL A	$2.3M	0.5%	20,364 SH
LAS VEGAS SANDS CORP	COM	$759K	0.2%	19,655 SH
LATTICE SEMICONDUCTOR CORP	COM	$2.4M	0.6%	45,114 SH
LAUDER ESTEE COS INC	CL A	$2.7M	0.6%	41,546 SH
LENNOX INTL INC	COM	$372K	0.1%	663 SH
LINCOLN ELEC HLDGS INC	COM	$1.8M	0.4%	9,320 SH
LINCOLN NATL CORP IND	COM	$1.1M	0.2%	29,589 SH
LUMENTUM HLDGS INC	COM	$495K	0.1%	7,935 SH
M & T BK CORP	COM	$1.1M	0.3%	6,379 SH
MANPOWERGROUP INC WIS	COM	$1.1M	0.2%	18,360 SH
MAPLEBEAR INC	COM	$2.2M	0.5%	54,652 SH
MARKETAXESS HLDGS INC	COM	$1.2M	0.3%	5,494 SH
MARVELL TECHNOLOGY INC	COM	$2.5M	0.6%	40,905 SH
MASCO CORP	COM	$1.7M	0.4%	24,717 SH
MASTEC INC	COM	$749K	0.2%	6,414 SH
MATCH GROUP INC NEW	COM	$1.0M	0.2%	33,233 SH
MERCK & CO INC	COM	$2.1M	0.5%	23,852 SH
META PLATFORMS INC	CL A	$1.4M	0.3%	2,405 SH
METLIFE INC	COM	$1.2M	0.3%	15,561 SH
MGIC INVT CORP WIS	COM	$1.5M	0.4%	61,187 SH
MILLROSE PPTYS INC	COM CL A	$1.2M	0.3%	43,641 SH
MOHAWK INDS INC	COM	$368K	0.1%	3,222 SH
MOLSON COORS BEVERAGE CO	CL B	$381K	0.1%	6,253 SH
MONSTER BEVERAGE CORP NEW	COM	$2.2M	0.5%	36,833 SH
MORNINGSTAR INC	COM	$1.7M	0.4%	5,782 SH
NEW YORK TIMES CO	CL A	$609K	0.1%	12,269 SH
NEWS CORP NEW	CL A	$2.5M	0.6%	92,129 SH
NEXSTAR MEDIA GROUP INC	COMMON STOCK	$3.0M	0.7%	16,884 SH
NNN REIT INC	COM	$1.5M	0.3%	34,648 SH
NUTANIX INC	CL A	$321K	0.1%	4,601 SH
NVENT ELECTRIC PLC	SHS	$3.4M	0.8%	65,740 SH
NVIDIA CORPORATION	COM	$387K	0.1%	3,568 SH
OKTA INC	CL A	$2.7M	0.6%	25,920 SH
OLD DOMINION FREIGHT LINE IN	COM	$2.6M	0.6%	15,675 SH
OLD REP INTL CORP	COM	$1.3M	0.3%	32,608 SH
ONEMAIN HLDGS INC	COM	$661K	0.2%	13,517 SH
ONTO INNOVATION INC	COM	$1.4M	0.3%	11,267 SH
OSHKOSH CORP	COM	$1.5M	0.3%	15,773 SH
OWENS CORNING NEW	COM	$2.2M	0.5%	15,464 SH
PALANTIR TECHNOLOGIES INC	CL A	$2.2M	0.5%	26,633 SH
PARSONS CORP DEL	COM	$1.5M	0.3%	24,943 SH
PEGASYSTEMS INC	COM	$1.6M	0.4%	23,320 SH
PENTAIR PLC	SHS	$1.2M	0.3%	13,877 SH
PEPSICO INC	COM	$2.2M	0.5%	14,584 SH
PERRIGO CO PLC	SHS	$724K	0.2%	25,833 SH
PFIZER INC	COM	$2.1M	0.5%	81,193 SH
PINTEREST INC	CL A	$2.7M	0.6%	86,042 SH
PNC FINL SVCS GROUP INC	COM	$2.0M	0.5%	11,513 SH
PRIMERICA INC	COM	$1.0M	0.2%	3,614 SH
PRINCIPAL FINANCIAL GROUP IN	COM	$1.4M	0.3%	16,579 SH
PROCORE TECHNOLOGIES INC	COM	$418K	0.1%	6,337 SH
PROCTER AND GAMBLE CO	COM	$556K	0.1%	3,262 SH
PROLOGIS INC.	COM	$3.0M	0.7%	26,422 SH
PROSPERITY BANCSHARES INC	COM	$517K	0.1%	7,237 SH
PVH CORPORATION	COM	$1.9M	0.4%	28,948 SH
QORVO INC	COM	$1.2M	0.3%	16,821 SH
QUALCOMM INC	COM	$814K	0.2%	5,301 SH
RALPH LAUREN CORP	CL A	$691K	0.2%	3,132 SH
RAYMOND JAMES FINL INC	COM	$349K	0.1%	2,510 SH
REGENCY CTRS CORP	COM	$611K	0.1%	8,288 SH
REINSURANCE GRP OF AMERICA I	COM NEW	$2.4M	0.6%	11,998 SH
RINGCENTRAL INC	CL A	$1.3M	0.3%	52,805 SH
ROBERT HALF INC.	COM	$1.7M	0.4%	30,265 SH
ROKU INC	COM CL A	$511K	0.1%	7,249 SH
ROSS STORES INC	COM	$3.4M	0.8%	26,606 SH
SALESFORCE INC	COM	$1.5M	0.4%	5,678 SH
SANDISK CORP	COM	$1.9M	0.4%	39,134 SH
SCHWAB CHARLES CORP	COM	$2.3M	0.5%	29,431 SH
SEI INVTS CO	COM	$492K	0.1%	6,338 SH
SENSATA TECHNOLOGIES HLDG PL	SHS	$965K	0.2%	39,769 SH
SHARKNINJA INC	COM SHS	$2.7M	0.6%	32,394 SH
SIMON PPTY GROUP INC NEW	COM	$378K	0.1%	2,273 SH
SMUCKER J M CO	COM NEW	$1.7M	0.4%	14,041 SH
SPECTRUM BRANDS HLDGS INC NE	COM	$220K	0.1%	3,079 SH
SPOTIFY TECHNOLOGY S A	SHS	$669K	0.2%	1,216 SH
SUN CMNTYS INC	COM	$2.7M	0.6%	21,187 SH
SYNCHRONY FINANCIAL	COM	$2.0M	0.5%	38,218 SH
SYSCO CORP	COM	$3.5M	0.8%	46,124 SH
T-MOBILE US INC	COM	$770K	0.2%	2,887 SH
TAPESTRY INC	COM	$2.3M	0.5%	32,275 SH
TARGET CORP	COM	$3.0M	0.7%	28,302 SH
TERADYNE INC	COM	$1.5M	0.4%	18,756 SH
TEXAS ROADHOUSE INC	COM	$411K	0.1%	2,468 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.5M	0.4%	3,091 SH
TIMKEN CO	COM	$446K	0.1%	6,212 SH
TJX COS INC NEW	COM	$706K	0.2%	5,796 SH
TOAST INC	CL A	$1.5M	0.3%	44,212 SH
TOLL BROTHERS INC	COM	$933K	0.2%	8,839 SH
TORO CO	COM	$2.2M	0.5%	30,186 SH
TRAVELERS COMPANIES INC	COM	$1.3M	0.3%	4,819 SH
TRIPADVISOR INC	COM	$1.1M	0.3%	75,560 SH
TRUIST FINL CORP	COM	$346K	0.1%	8,416 SH
TWILIO INC	CL A	$763K	0.2%	7,789 SH
TYSON FOODS INC	CL A	$2.0M	0.5%	31,581 SH
UBER TECHNOLOGIES INC	COM	$2.3M	0.5%	31,562 SH
UIPATH INC	CL A	$730K	0.2%	70,828 SH
UNITED AIRLS HLDGS INC	COM	$514K	0.1%	7,438 SH
UNITED PARCEL SERVICE INC	CL B	$2.1M	0.5%	19,236 SH
UNIVERSAL HLTH SVCS INC	CL B	$885K	0.2%	4,710 SH
US BANCORP DEL	COM NEW	$863K	0.2%	20,440 SH
V F CORP	COM	$1.9M	0.5%	124,190 SH
VALMONT INDS INC	COM	$1.2M	0.3%	4,136 SH
VALVOLINE INC	COM	$832K	0.2%	23,898 SH
VEEVA SYS INC	CL A COM	$554K	0.1%	2,391 SH
VERALTO CORP	COM SHS	$3.8M	0.9%	38,675 SH
VERTIV HOLDINGS CO	COM CL A	$2.4M	0.6%	33,197 SH
VICI PPTYS INC	COM	$1.5M	0.4%	47,024 SH
VIRTU FINL INC	CL A	$988K	0.2%	25,915 SH
VONTIER CORPORATION	COM	$986K	0.2%	30,028 SH
WEBSTER FINL CORP	COM	$1.1M	0.3%	21,078 SH
WESTERN UN CO	COM	$535K	0.1%	50,573 SH
WEX INC	COM	$1.3M	0.3%	8,450 SH
WEYERHAEUSER CO MTN BE	COM NEW	$2.7M	0.6%	92,144 SH
WP CAREY INC	COM	$1.8M	0.4%	27,871 SH
WYNDHAM HOTELS & RESORTS INC	COM	$462K	0.1%	5,099 SH
YETI HLDGS INC	COM	$356K	0.1%	10,743 SH
YUM BRANDS INC	COM	$831K	0.2%	5,281 SH
ZEBRA TECHNOLOGIES CORPORATI	CL A	$1.7M	0.4%	6,017 SH
ZOETIS INC	CL A	$1.4M	0.3%	8,481 SH
ZOOM COMMUNICATIONS INC	CL A	$2.4M	0.6%	32,092 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0001990849-26-000002	$251.1M	View
Oct 23, 2025	Q3 2025	13F-HR	0001990849-25-000009	$287.7M	View
Jul 30, 2026	Q2 2026