Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

LECAP ASSET MANAGEMENT LTD

Quarter ended Q2 2024 · Filed July 23, 2024 · Accession 0001990849-24-000007

Total Value
$463.0M
Positions
301
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (301)

#IssuerTicker / CUSIPSharesValue% of Filing
1OLD DOMINION FREIGHT LINE INODFL27,549$4.9M1.05%
23M COMMM47,050$4.8M1.04%
3DYNATRACE INCDT107,326$4.8M1.04%
4BECTON DICKINSON & COBDX20,044$4.7M1.01%
5CSX CORPCSX134,732$4.5M0.97%
6THERMO FISHER SCIENTIFIC INCTMO8,113$4.5M0.97%
7PROGRESSIVE CORP74331510321,486$4.5M0.96%
8VISA INCV16,974$4.5M0.96%
9LPL FINL HLDGS INC50212V10014,950$4.2M0.90%
10STATE STR CORPSTT-PG55,897$4.1M0.89%
11LAUDER ESTEE COS INC51843910438,723$4.1M0.89%
12BATH & BODY WORKS INCBBWI104,033$4.1M0.88%
13MOLINA HEALTHCARE INCMOH13,486$4.0M0.87%
14DECKERS OUTDOOR CORPDECK4,130$4.0M0.86%
15TWILIO INCTWLO69,702$4.0M0.86%
16MASTERCARD INCORPORATEDMA8,968$4.0M0.85%
17ADVANCED MICRO DEVICES INCAMD24,385$4.0M0.85%
18KLA CORPKLAC4,770$3.9M0.85%
19ROSS STORES INCROST26,039$3.8M0.82%
20GEN DIGITAL INCGENVR150,564$3.8M0.81%
21MICRON TECHNOLOGY INCMU27,702$3.6M0.79%
22AUTOMATIC DATA PROCESSING INADP15,233$3.6M0.79%
23BROADCOM INCAVGO2,260$3.6M0.78%
24HUBSPOT INCHUBS6,150$3.6M0.78%
25BUILDERS FIRSTSOURCE INCBLDR26,099$3.6M0.78%
26MKS INSTRS INCMKSI27,128$3.5M0.77%
27CME GROUP INCCME17,792$3.5M0.76%
28CROWN CASTLE INCCCI34,076$3.3M0.72%
29ROBERT HALF INC.RHI51,068$3.3M0.71%
30WATERS CORP94184810311,228$3.3M0.70%
31UNITED PARCEL SERVICE INCUPS23,736$3.2M0.70%
32GLOBE LIFE INCGL-PD39,414$3.2M0.70%
33GLOBAL PMTS INC37940X10233,091$3.2M0.69%
34ALLSTATE CORPALL-PJ19,554$3.1M0.67%
35TELEFLEX INCORPORATEDTFX14,665$3.1M0.67%
36WESCO INTL INC95082P10519,447$3.1M0.67%
37ROBINHOOD MKTS INC770700102132,714$3.0M0.65%
38ZIMMER BIOMET HOLDINGS INCZBH27,446$3.0M0.64%
39WEYERHAEUSER CO MTN BEWY104,006$3.0M0.64%
40DROPBOX INCDBX131,358$3.0M0.64%
41IDEX CORP45167R10414,344$2.9M0.62%
42PARKER-HANNIFIN CORPPH5,661$2.9M0.62%
43DEXCOM INCDXCM24,920$2.8M0.61%
44FORTIVE CORPFTV37,931$2.8M0.61%
45PVH CORPORATIONPVH26,543$2.8M0.61%
46QUEST DIAGNOSTICS INCDGX20,496$2.8M0.61%
47HEWLETT PACKARD ENTERPRISE CHPE-PC130,933$2.8M0.60%
48LAM RESEARCH CORPLRCX2,580$2.7M0.59%
49KNIGHT-SWIFT TRANSN HLDGS IN49904910454,223$2.7M0.58%
50ARISTA NETWORKS INCANET7,599$2.7M0.58%
51BILL HOLDINGS INCBILL49,914$2.6M0.57%
52HP INCHPQ74,368$2.6M0.56%
53ADVANCED DRAIN SYS INC DEL00790R10415,969$2.6M0.55%
54TRADEWEB MKTS INC89267210624,050$2.5M0.55%
55AGCO CORPAGCO25,149$2.5M0.53%
56BRUKER CORPBRKRP38,278$2.4M0.53%
57ATLASSIAN CORPORATIONTEAM13,765$2.4M0.53%
58FORTUNE BRANDS INNOVATIONS IFBIN37,058$2.4M0.52%
59HASBRO INCHAS40,790$2.4M0.52%
60LINCOLN ELEC HLDGS INC53390010612,581$2.4M0.51%
61BRISTOL-MYERS SQUIBB COCELG-RI56,787$2.4M0.51%
62SMARTSHEET INC83200N10352,813$2.3M0.50%
63DEERE & CODE6,221$2.3M0.50%
64FIRST SOLAR INCFSLR10,270$2.3M0.50%
65RALPH LAUREN CORPRL13,225$2.3M0.50%
66TELEDYNE TECHNOLOGIES INCTDY5,933$2.3M0.50%
67APTIV PLCAPTV32,420$2.3M0.49%
68MONSTER BEVERAGE CORP NEWMNST45,517$2.3M0.49%
69CITIZENS FINL GROUP INCCIA62,893$2.3M0.49%
70ARCHER DANIELS MIDLAND COADM37,227$2.3M0.49%
71WORKDAY INCWDAY9,943$2.2M0.48%
72CLOROX CO DELCLX16,244$2.2M0.48%
73VERISIGN INCVRSN12,466$2.2M0.48%
74WP CAREY INC92936U10939,865$2.2M0.47%
75AFFIRM HLDGS INCAFRM69,772$2.1M0.46%
76BERKSHIRE HATHAWAY INC DELBRK-A5,094$2.1M0.45%
77KEYSIGHT TECHNOLOGIES INCKEYS15,146$2.1M0.45%
78MERCK & CO INCMRK16,687$2.1M0.45%
79BOSTON PROPERTIES INCBXP33,509$2.1M0.45%
80HEALTHPEAK PROPERTIES INCDOC104,990$2.1M0.44%
81TEMPUR SEALY INTL INCSGI43,352$2.1M0.44%
82WABTEC92974010812,862$2.0M0.44%
83MEDPACE HLDGS INCMEDP4,881$2.0M0.43%
84GLOBALFOUNDRIES INCGFS38,253$1.9M0.42%
85ZOETIS INCZTS11,062$1.9M0.41%
86PROCORE TECHNOLOGIES INCPCOR28,568$1.9M0.41%
87TREX CO INCTREX25,427$1.9M0.41%
88AMERICAN EXPRESS COAXP8,064$1.9M0.40%
89AMAZON COM INCAMZN9,656$1.9M0.40%
90KELLANOVABEKE32,199$1.9M0.40%
91MSCI INCMSCI3,769$1.8M0.39%
92ZOOM VIDEO COMMUNICATIONS INZM30,541$1.8M0.39%
93PRINCIPAL FINANCIAL GROUP INPFG22,951$1.8M0.39%
94AMERICOLD REALTY TRUST INCCOLD70,195$1.8M0.39%
95INTERACTIVE BROKERS GROUP IN45841N10714,613$1.8M0.39%
96AMPHENOL CORP NEW03209510126,497$1.8M0.39%
97REINSURANCE GRP OF AMERICA I7593516048,681$1.8M0.38%
98MOLSON COORS BEVERAGE COTAP-A34,504$1.8M0.38%
99TYSON FOODS INCTSN30,571$1.7M0.38%
100EQUITY LIFESTYLE PPTYS INC29472R10826,624$1.7M0.37%
101AZEK CO INC05478C10540,693$1.7M0.37%
102GRACO INCGGG21,598$1.7M0.37%
103WILLSCOT MOBIL MINI HLDNG COWSC45,193$1.7M0.37%
104VERALTO CORPVLTO17,697$1.7M0.36%
105EQUINIX INCEQIX2,215$1.7M0.36%
106DOUBLEVERIFY HLDGS INCDV84,505$1.6M0.36%
107REPLIGEN CORPRGEN13,031$1.6M0.35%
108REXFORD INDL RLTY INC76169C10036,814$1.6M0.35%
109JACOBS SOLUTIONS INCJ11,734$1.6M0.35%
110LKQ CORPLKQ38,313$1.6M0.34%
111COCA COLA COKO25,000$1.6M0.34%
112MSC INDL DIRECT INC55353010619,945$1.6M0.34%
113MIDDLEBY CORPMIDD12,755$1.6M0.34%
114UNITEDHEALTH GROUP INCUNH3,025$1.5M0.33%
115MARKETAXESS HLDGS INCMKTX7,679$1.5M0.33%
116CBOE GLOBAL MKTS INC12503M1089,019$1.5M0.33%
117ALLEGION PLCALLE12,965$1.5M0.33%
118ALEXANDRIA REAL ESTATE EQ IN01527110913,044$1.5M0.33%
119GODADDY INCGDDY10,829$1.5M0.33%
120ALIGN TECHNOLOGY INCALGN6,223$1.5M0.32%
121BROWN FORMAN CORPBF-B34,745$1.5M0.32%
122INSPIRE MED SYS INC45773010911,197$1.5M0.32%
123GUIDEWIRE SOFTWARE INCGWRE10,839$1.5M0.32%
124DOLLAR GEN CORP NEW25667710511,297$1.5M0.32%
125UNION PAC CORPUNP6,549$1.5M0.32%
126AMDOCS LTDDOX18,640$1.5M0.32%
127LOWES COS INC5486611076,613$1.5M0.31%
128WHIRLPOOL CORPWHR-PA14,186$1.4M0.31%
129NORDSTROM INC65566410066,782$1.4M0.31%
130ENCOMPASS HEALTH CORPEHC16,468$1.4M0.31%
131TOLL BROTHERS INCTOL12,229$1.4M0.30%
132AVIS BUDGET GROUPCAR13,396$1.4M0.30%
133VOYA FINANCIAL INCVOYA-PB19,627$1.4M0.30%
134BRIXMOR PPTY GROUP INC11120U10560,366$1.4M0.30%
135LEAR CORPLEA12,154$1.4M0.30%
136MARKEL GROUP INCMKL872$1.4M0.30%
137DONALDSON INCDCI19,130$1.4M0.30%
138CADENCE DESIGN SYSTEM INCCDNS4,391$1.4M0.29%
139FIRST HORIZON CORPORATIONFHN-PH85,187$1.3M0.29%
140NETAPP INCNTAP10,354$1.3M0.29%
141SS&C TECHNOLOGIES HLDGS INCSSNC21,151$1.3M0.29%
142UNUM GROUPUNMA25,758$1.3M0.28%
143BLACKSTONE INCBX10,616$1.3M0.28%
144DARLING INGREDIENTS INCDAR35,553$1.3M0.28%
145COINBASE GLOBAL INCCOIN5,817$1.3M0.28%
146ILLINOIS TOOL WKS INC4523081095,405$1.3M0.28%
147LANDSTAR SYS INCLSTR6,922$1.3M0.28%
148BJS WHSL CLUB HLDGS INC05550J10114,423$1.3M0.27%
149NEW YORK TIMES CONYT24,681$1.3M0.27%
150WAYFAIR INCW23,910$1.3M0.27%
151FOX CORPFOX36,101$1.2M0.27%
152SEI INVTS CO78411710319,064$1.2M0.27%
153FEDERAL RLTY INVT TR NEW31374510112,135$1.2M0.26%
154AFFILIATED MANAGERS GROUP INMGRE7,651$1.2M0.26%
155LIBERTY MEDIA CORP DELFWONB53,845$1.2M0.26%
156BIO-TECHNE CORPTECH16,579$1.2M0.26%
157BEST BUY INCBBY13,927$1.2M0.25%
158TENET HEALTHCARE CORPTHC8,804$1.2M0.25%
159FIDELITY NATIONAL FINANCIALFNF23,692$1.2M0.25%
160VERTEX PHARMACEUTICALS INCVRTX2,449$1.1M0.25%
161WESTERN DIGITAL CORP.WDC15,089$1.1M0.25%
162GENERAC HLDGS INCGNRC8,599$1.1M0.25%
163WESTERN UN COWU91,297$1.1M0.24%
164TPG INCTPGXL26,452$1.1M0.24%
165BORGWARNER INCBWA33,848$1.1M0.24%
166QUALCOMM INCQCOM5,368$1.1M0.23%
167EATON CORP PLCETN3,409$1.1M0.23%
168FRESHPET INCFRPT8,184$1.1M0.23%
169CAPITAL ONE FINL CORP14040H1057,631$1.1M0.23%
170METLIFE INCMET-PF15,025$1.1M0.23%
171INCYTE CORPINCY16,973$1.0M0.22%
172M & T BK CORP55261F1046,740$1.0M0.22%
173VENTAS INCVTR19,392$994,0340.21%
174EVERCORE INCEVR4,736$987,1240.21%
175LIVE NATION ENTERTAINMENT INLYV10,463$980,8020.21%
176RINGCENTRAL INCRNG34,325$967,9650.21%
177AIRBNB INCABNB6,329$959,6660.21%
178FIDELITY NATL INFORMATION SV31620M10612,438$937,3280.20%
179JANUS HENDERSON GROUP PLCJHG27,343$921,7330.20%
180STARBUCKS CORPSBUX11,697$910,6110.20%
181META PLATFORMS INCMETA1,799$907,0920.20%
182CHIPOTLE MEXICAN GRILL INCCMG14,450$905,2930.20%
183CABLE ONE INCCABO2,556$904,8240.20%
184DISNEY WALT CO2546871069,044$897,9790.19%
185AMERICAN INTL GROUP INC02687478412,027$892,8840.19%
186DARDEN RESTAURANTS INCDRI5,863$887,1890.19%
187FOX CORPFOX27,376$876,5800.19%
188CHEMED CORP NEWCHE1,609$873,0110.19%
189LYFT INCLYFT60,329$850,6390.18%
190TOPBUILD CORPBLD2,184$841,4300.18%
191PEGASYSTEMS INCPEGA13,788$834,5880.18%
192CASEYS GEN STORES INC1475281032,182$832,5640.18%
193THOR INDS INC8851601018,861$828,0600.18%
194HEALTHCARE RLTY TR42226K10550,024$824,3960.18%
195WYNN RESORTS LTDWYNN9,091$813,6450.18%
196SPOTIFY TECHNOLOGY S ASPOT2,590$812,7160.18%
197FLOWSERVE CORPFLS16,862$811,0620.18%
198COUSINS PPTYS INC22279550234,772$804,9720.17%
199UNITED RENTALS INCURI1,241$802,5920.17%
200MCDONALDS CORPMCD3,127$796,8850.17%
201BOOKING HOLDINGS INCBKNG201$796,2620.17%
202TELADOC HEALTH INCTDOC81,167$793,8130.17%
203DOORDASH INCDASH7,280$791,9180.17%
204NIKE INCNKE10,454$787,9180.17%
205NEUROCRINE BIOSCIENCES INCNBIX5,660$779,2120.17%
206LAS VEGAS SANDS CORPLVS17,535$775,9240.17%
207CARTERS INCCRI12,454$771,7740.17%
208POST HLDGS INCPOST7,385$769,2220.17%
209ITT INCITT5,925$765,3920.17%
210VEEVA SYS INCVEEV4,181$765,1650.17%
211EPR PPTYS26884U10917,888$750,9380.16%
212ZEBRA TECHNOLOGIES CORPORATIZBRA2,409$744,2120.16%
213TAKE-TWO INTERACTIVE SOFTWARTTWO4,774$742,3090.16%
214EXPEDIA GROUP INCEXPE5,838$735,5300.16%
215INSULET CORPPODD3,642$734,9560.16%
216LAZARD INCLAZ19,018$726,1070.16%
217FTI CONSULTING INCFCN3,365$725,2580.16%
218KIRBY CORPKEX6,008$719,3380.16%
219LEIDOS HOLDINGS INCLDOS4,897$714,3740.15%
220TORO COTORO7,559$706,8420.15%
221MAPLEBEAR INCCART21,919$704,4770.15%
222NATERA INCNTRA6,472$700,8530.15%
223VAIL RESORTS INCMTN3,883$699,4450.15%
224VERIZON COMMUNICATIONS INCVZ16,915$697,5750.15%
225SOUTHWEST AIRLS CO84474110824,302$695,2800.15%
226AUTOZONE INCAZO234$693,5990.15%
227ELI LILLY & COLLY760$688,0890.15%
228DOCUSIGN INCDOCU12,821$685,9240.15%
229CATERPILLAR INCCAT2,038$678,8580.15%
230GRAND CANYON ED INCLOPE4,835$676,4650.15%
231WARNER BROS DISCOVERY INCWBD90,333$672,0780.15%
232NVIDIA CORPORATIONNVDA5,419$669,4630.14%
233ALPHABET INCGOOG3,628$665,4480.14%
234IRIDIUM COMMUNICATIONS INCIRDM24,896$662,7320.14%
235VESTIS CORPORATIONVSTS53,752$657,3870.14%
236WILLIS TOWERS WATSON PLC LTDWTW2,457$644,0780.14%
237NUTANIX INCNTNX11,290$641,8370.14%
238THE CIGNA GROUP1255231001,922$635,3560.14%
239ENVISTA HOLDINGS CORPORATIONNVST38,090$633,4370.14%
240WEBSTER FINL CORP94789010914,380$626,8240.14%
241STAG INDL INC85254J10217,324$624,7030.13%
242DOXIMITY INCDOCS22,330$624,5700.13%
243SCHWAB CHARLES CORPSCHW-PJ8,439$621,8700.13%
244RLI CORPRLI4,381$616,3630.13%
245GENERAL MLS INC3703341049,726$615,2670.13%
246ACUITY BRANDS INCAYI2,518$607,9460.13%
247VONTIER CORPORATIONVNT15,886$606,8450.13%
248ETSY INCETSY10,195$601,3010.13%
249ROLLINS INCROL12,299$600,0680.13%
250GITLAB INCGTLB11,964$594,8500.13%
251SNAP ON INCSNA2,244$586,5590.13%
252METTLER TOLEDO INTERNATIONALMTD417$582,7950.13%
253GENPACT LIMITEDG17,695$569,6020.12%
254SIRIUS XM HOLDINGS INCSIRI199,838$565,5420.12%
255SITEONE LANDSCAPE SUPPLY INCSITE4,461$541,6100.12%
256DENTSPLY SIRONA INCXRAY21,546$536,7110.12%
257MATCH GROUP INC NEWMTCH17,645$536,0550.12%
258MASCO CORPMAS7,862$524,1600.11%
259CIRRUS LOGIC INCCRUS4,087$521,7460.11%
260ROKU INCROKU8,621$516,6570.11%
261HANOVER INS GROUP INC4108671054,118$516,5620.11%
262PERFORMANCE FOOD GROUP COPFGC7,525$497,4780.11%
263IQVIA HLDGS INCIQV2,295$485,2550.10%
264PURE STORAGE INC74624M1027,492$481,0610.10%
265MEDICAL PPTYS TRUST INC58463J304110,135$474,6820.10%
266ELASTIC N VESTC4,151$472,8400.10%
267BRUNSWICK CORPBC-PC6,260$455,5400.10%
268AZENTA INCAZTA8,512$447,9010.10%
269MGM RESORTS INTERNATIONALMGM10,062$447,1550.10%
270HUNT J B TRANS SVCS INC4456581072,750$440,0000.10%
271HERTZ GLOBAL HLDGS INCHTZWW121,806$429,9750.09%
272DOVER CORPDOV2,340$422,2530.09%
273IPG PHOTONICS CORPIPGP5,001$422,0340.09%
274PHINIA INCPHIN10,601$417,2550.09%
275BLOCK H & R INCBSQKZ7,393$400,9220.09%
276LATTICE SEMICONDUCTOR CORPLSCC6,813$395,0860.09%
277JOHNSON & JOHNSONJNJ2,667$389,8090.08%
278CENTENE CORP DELCNC5,865$388,8500.08%
279GARMIN LTDGRMN2,375$386,9350.08%
280FIRST INDL RLTY TR INC32054K1038,008$380,4600.08%
281DANAHER CORPORATION2358511021,440$359,7840.08%
282LIBERTY MEDIA CORP DELFWONB4,868$349,7170.08%
283ICU MED INCICUI2,932$348,1750.08%
284UNDER ARMOUR INCUA51,629$344,3650.07%
285HYATT HOTELS CORPH2,208$335,4390.07%
286PAYPAL HLDGS INCPYPL5,776$335,1810.07%
287PALANTIR TECHNOLOGIES INCPLTR12,613$319,4870.07%
288ELANCO ANIMAL HEALTH INCELAN21,709$313,2610.07%
289PERRIGO CO PLCPRGO11,837$303,9740.07%
290PILGRIMS PRIDE CORPPPC7,299$280,9390.06%
291SBA COMMUNICATIONS CORP NEWSBAC1,431$280,9050.06%
292VICI PPTYS INC9256521099,692$277,5790.06%
293TKO GROUP HOLDINGS INCTKO2,535$273,7550.06%
294SCIENCE APPLICATIONS INTL CO8086251072,290$269,1900.06%
295KEURIG DR PEPPER INCKDP8,051$268,9030.06%
296ORGANON & COOGN12,631$261,4620.06%
297FIRST AMERN FINL CORP31847R1024,819$259,9850.06%
298FLOWERS FOODS INCFLO11,313$251,1490.05%
299GENERAL MTRS CO37045V1005,397$250,7450.05%
300EURONET WORLDWIDE INCEEFT2,352$243,4320.05%
301NEWS CORP NEWNWSLL8,497$234,2620.05%