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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 Q3 2024 · Filed October 22, 2024 · Accession 0001990849-24-000009

Total Value
$463.1M
Positions
297
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (297)

#IssuerTicker / CUSIPSharesValue% of Filing
1VEEVA SYS INCVEEV22,660$4.8M1.03%
2UNION PAC CORPUNP19,050$4.7M1.01%
3GUIDEWIRE SOFTWARE INCGWRE25,554$4.7M1.01%
4ADOBE INCADBE8,913$4.6M1.00%
5EQUIFAX INCEFX15,659$4.6M0.99%
6DATADOG INCDDOG39,623$4.6M0.98%
7VERISK ANALYTICS INCVRSK16,943$4.5M0.98%
8WORKDAY INCWDAY18,334$4.5M0.97%
9AMETEK INCAME24,345$4.2M0.90%
10LAM RESEARCH CORPLRCX5,102$4.2M0.90%
11INTUITINTU6,673$4.1M0.89%
12EDWARDS LIFESCIENCES CORPEW61,831$4.1M0.88%
13INTUITIVE SURGICAL INCISRG8,199$4.0M0.87%
14MASTERCARD INCORPORATEDMA7,986$3.9M0.85%
15UNIVERSAL HLTH SVCS INC91390310016,891$3.9M0.84%
16BATH & BODY WORKS INCBBWI120,863$3.9M0.83%
17LAUDER ESTEE COS INC51843910437,071$3.7M0.80%
18EPAM SYS INCEPAM17,889$3.6M0.77%
19ARISTA NETWORKS INCANET9,224$3.5M0.76%
20COPART INCCPRT66,975$3.5M0.76%
21PALO ALTO NETWORKS INCPANW10,220$3.5M0.75%
22VERALTO CORPVLTO31,174$3.5M0.75%
23OKTA INCOKTA46,805$3.5M0.75%
24AMERICAN INTL GROUP INC02687478447,419$3.5M0.75%
25PURE STORAGE INC74624M10268,840$3.5M0.75%
26MSCI INCMSCI5,874$3.4M0.74%
27MEDPACE HLDGS INCMEDP10,119$3.4M0.73%
28UNITED PARCEL SERVICE INCUPS24,466$3.3M0.72%
29JOHNSON CTLS INTL PLCG5150210542,649$3.3M0.71%
30ADVANCE AUTO PARTS INCAAP84,743$3.3M0.71%
31DOCUSIGN INCDOCU52,858$3.3M0.71%
32DECKERS OUTDOOR CORPDECK20,268$3.2M0.70%
33OWENS CORNING NEWOC18,194$3.2M0.69%
34DEXCOM INCDXCM47,543$3.2M0.69%
35NUTANIX INCNTNX53,605$3.2M0.69%
36EVEREST GROUP LTDEG8,086$3.2M0.68%
37DOLLAR GEN CORP NEW25667710537,462$3.2M0.68%
38MICRON TECHNOLOGY INCMU30,545$3.2M0.68%
39CORE & MAIN INCCNM70,072$3.1M0.67%
40TWILIO INCTWLO47,378$3.1M0.67%
41US FOODS HLDG CORPUSFD49,801$3.1M0.66%
42HUBSPOT INCHUBS5,655$3.0M0.65%
43AMERICAN TOWER CORP NEW03027X10012,686$3.0M0.64%
44THERMO FISHER SCIENTIFIC INCTMO4,766$2.9M0.64%
45LYFT INCLYFT219,276$2.8M0.60%
46IQVIA HLDGS INCIQV11,738$2.8M0.60%
47ALLSTATE CORPALL-PJ14,545$2.8M0.60%
48BILL HOLDINGS INCBILL51,376$2.7M0.59%
49CORPAY INCCPAY8,631$2.7M0.58%
50GITLAB INCGTLB52,280$2.7M0.58%
51MONGODB INCMDB9,944$2.7M0.58%
52BIRKENSTOCK HOLDING PLCBIRK54,252$2.7M0.58%
53TJX COS INC NEW87254010922,688$2.7M0.58%
54WESCO INTL INC95082P10515,613$2.6M0.57%
55WASTE MGMT INC DEL94106L10912,604$2.6M0.56%
56GLOBE LIFE INCGL-PD24,536$2.6M0.56%
57SYNOPSYS INCSNPS5,075$2.6M0.55%
58GENERAC HLDGS INCGNRC15,885$2.5M0.54%
59FEDERAL RLTY INVT TR NEW31374510121,195$2.4M0.53%
60VICI PPTYS INC92565210972,450$2.4M0.52%
61BRISTOL-MYERS SQUIBB COCELG-RI46,068$2.4M0.51%
62MERCK & CO INCMRK20,829$2.4M0.51%
63ZIMMER BIOMET HOLDINGS INCZBH21,832$2.4M0.51%
64SIRIUSXM HOLDINGS INC82993310099,456$2.4M0.51%
65SS&C TECHNOLOGIES HLDGS INCSSNC31,640$2.3M0.51%
66FERGUSON ENTERPRISES INCFERG11,788$2.3M0.51%
67BUILDERS FIRSTSOURCE INCBLDR12,073$2.3M0.51%
68ELI LILLY & COLLY2,608$2.3M0.50%
69PFIZER INCPFE79,582$2.3M0.50%
70PEPSICO INCPEP13,504$2.3M0.50%
71APTIV PLCAPTV31,707$2.3M0.49%
72CITIGROUP INCC-PR35,652$2.2M0.48%
73PACCAR INCPCAR22,606$2.2M0.48%
74CITIZENS FINL GROUP INCCIA54,188$2.2M0.48%
75AZEK CO INC05478C10547,308$2.2M0.48%
76TORO COTORO25,068$2.2M0.47%
77STATE STR CORPSTT-PG24,430$2.2M0.47%
783M COMMM15,598$2.1M0.46%
79AFFIRM HLDGS INCAFRM51,975$2.1M0.46%
80CIRRUS LOGIC INCCRUS17,009$2.1M0.46%
81CENCORA INCCOR9,163$2.1M0.45%
82HUNT J B TRANS SVCS INC44565810711,860$2.0M0.44%
83ONTO INNOVATION INCONTO9,809$2.0M0.44%
84HASBRO INCHAS28,026$2.0M0.44%
85ELEVANCE HEALTH INCELV3,862$2.0M0.43%
86CARDINAL HEALTH INCCAH17,925$2.0M0.43%
87KIMBERLY-CLARK CORPKMB13,800$2.0M0.42%
88GENERAL MTRS CO37045V10043,731$2.0M0.42%
89WHIRLPOOL CORPWHR-PA17,852$1.9M0.41%
90EQUITABLE HLDGS INCEQH-PC45,104$1.9M0.41%
91ADVANCED MICRO DEVICES INCAMD11,207$1.8M0.40%
92FIRST INDL RLTY TR INC32054K10332,491$1.8M0.39%
93MOODYS CORPMCO3,827$1.8M0.39%
94FIRST SOLAR INCFSLR7,264$1.8M0.39%
95PERFORMANCE FOOD GROUP COPFGC23,106$1.8M0.39%
96YETI HLDGS INCYETI43,513$1.8M0.39%
97GRACO INCGGG20,188$1.8M0.38%
98S&P GLOBAL INCSPGI3,388$1.8M0.38%
99MOHAWK INDS INC60819010410,752$1.7M0.37%
100ASTERA LABS INCALAB32,925$1.7M0.37%
101MCCORMICK & CO INCMKC-V20,883$1.7M0.37%
102FIVE9 INCFIVN59,655$1.7M0.37%
103TREX CO INCTREX25,446$1.7M0.37%
104BLOCK H & R INCBSQKZ26,443$1.7M0.36%
105REPLIGEN CORPRGEN11,264$1.7M0.36%
106ROBERT HALF INC.RHI24,768$1.7M0.36%
107VORNADO RLTY TR92904210942,349$1.7M0.36%
108HEALTHPEAK PROPERTIES INCDOC72,873$1.7M0.36%
109AVIS BUDGET GROUPCAR18,862$1.7M0.36%
110CROWN CASTLE INCCCI13,857$1.6M0.35%
111LUMENTUM HLDGS INCLITE25,751$1.6M0.35%
112HEALTHCARE RLTY TR42226K10589,241$1.6M0.35%
113MEDICAL PPTYS TRUST INC58463J304276,317$1.6M0.35%
114MCKESSON CORPMCK3,202$1.6M0.34%
115QORVO INCQRVO15,187$1.6M0.34%
116BERKSHIRE HATHAWAY INC DELBRK-A3,393$1.6M0.34%
117BRIXMOR PPTY GROUP INC11120U10555,975$1.6M0.34%
118TAPESTRY INCTPR33,031$1.6M0.34%
119KIMCO RLTY CORP49446R10966,517$1.5M0.33%
120FRANKLIN RESOURCES INCBEN76,238$1.5M0.33%
121PAYPAL HLDGS INCPYPL19,416$1.5M0.33%
122WP CAREY INC92936U10924,159$1.5M0.32%
123BELLRING BRANDS INCBRBR24,727$1.5M0.32%
124PROGRESSIVE CORP7433151035,827$1.5M0.32%
125MAPLEBEAR INCCART36,237$1.5M0.32%
126CARVANA COCVNA8,289$1.4M0.31%
127NVENT ELECTRIC PLCNVT20,462$1.4M0.31%
128ALLISON TRANSMISSION HLDGS IALSN14,764$1.4M0.31%
129SNAP ON INCSNA4,875$1.4M0.30%
130AMERICOLD REALTY TRUST INCCOLD49,884$1.4M0.30%
131INSPIRE MED SYS INC4577301096,666$1.4M0.30%
132COCA COLA COKO19,305$1.4M0.30%
133BROWN & BROWN INCBRO13,283$1.4M0.30%
134AMERICAN HOMES 4 RENTAMH-PG35,690$1.4M0.30%
135EVERCORE INCEVR5,380$1.4M0.29%
136MIDDLEBY CORPMIDD9,786$1.4M0.29%
137FIDELITY NATIONAL FINANCIALFNF21,363$1.3M0.29%
138MATCH GROUP INC NEWMTCH34,500$1.3M0.28%
139BUNGE GLOBAL SABG13,472$1.3M0.28%
140TYSON FOODS INCTSN21,645$1.3M0.28%
141NEW YORK TIMES CONYT23,097$1.3M0.28%
142PENTAIR PLCPNR12,990$1.3M0.27%
143KLA CORPKLAC1,634$1.3M0.27%
144CENTENE CORP DELCNC16,562$1.2M0.27%
145TETRA TECH INC NEWTTEK26,134$1.2M0.27%
146SKECHERS U S A INC83056610518,401$1.2M0.27%
147TRUIST FINL CORP89832Q10928,144$1.2M0.26%
148ABBVIE INCABBV6,008$1.2M0.26%
149AMDOCS LTDDOX13,486$1.2M0.25%
150NVR INCNVR119$1.2M0.25%
151BRIGHT HORIZONS FAM SOL IN D1091941008,300$1.2M0.25%
152COLGATE PALMOLIVE COCL10,921$1.1M0.24%
153CINTAS CORPCTAS5,438$1.1M0.24%
154BORGWARNER INCBWA30,374$1.1M0.24%
155LKQ CORPLKQ27,468$1.1M0.24%
156GILEAD SCIENCES INCGILD13,050$1.1M0.24%
157DARLING INGREDIENTS INCDAR29,442$1.1M0.24%
158KEURIG DR PEPPER INCKDP29,119$1.1M0.24%
159INSULET CORPPODD4,560$1.1M0.23%
160REGENERON PHARMACEUTICALSREGN981$1.0M0.22%
161LANDSTAR SYS INCLSTR5,449$1.0M0.22%
162ROYALTY PHARMA PLCRPRX36,155$1.0M0.22%
163WYNN RESORTS LTDWYNN10,632$1.0M0.22%
164GAMING & LEISURE PPTYS INC36467J10819,772$1.0M0.22%
165TEMPUR SEALY INTL INCSGI18,600$1.0M0.22%
166AGREE RLTY CORP00849210013,468$1.0M0.22%
167HILTON WORLDWIDE HLDGS INCHLT4,394$1.0M0.22%
168PEGASYSTEMS INCPEGA13,852$1.0M0.22%
169CARTERS INCCRI15,572$1.0M0.22%
170BIOMARIN PHARMACEUTICAL INCBMRN14,355$1.0M0.22%
171APPFOLIO INCAPPF4,259$1.0M0.22%
172FLOWSERVE CORPFLS19,382$1.0M0.22%
173ETSY INCETSY17,859$991,7100.21%
174COOPER COS INC2166485018,981$990,9640.21%
175NETFLIX INCNFLX1,396$990,1410.21%
176VALVOLINE INCVVV23,620$988,4970.21%
177BROADRIDGE FINL SOLUTIONS IN11133T1034,592$987,4180.21%
178TEXAS INSTRS INC8825081044,743$979,7620.21%
179VESTIS CORPORATIONVSTS65,752$979,7050.21%
180BOOKING HOLDINGS INCBKNG232$977,2120.21%
181AMAZON COM INCAMZN5,210$970,7790.21%
182SCHWAB CHARLES CORPSCHW-PJ14,630$948,1700.20%
183API GROUP CORPAPG28,550$942,7210.20%
184APOLLO GLOBAL MGMT INC03769M1067,510$938,0740.20%
185NEWS CORP NEWNWSLL35,145$935,9110.20%
186BEST BUY INCBBY9,025$932,2830.20%
187INTERCONTINENTAL EXCHANGE IN45866F1045,802$932,0330.20%
188NEUROCRINE BIOSCIENCES INCNBIX8,072$930,0560.20%
189PRIMERICA INCPRI3,505$929,3510.20%
190ELECTRONIC ARTS INCEA6,370$913,7130.20%
191EXPEDIA GROUP INCEXPE6,140$908,8430.20%
192HORMEL FOODS CORPHRL28,449$901,8330.19%
193MASTEC INCMTZ7,318$900,8460.19%
194VIRTU FINL INC92825410129,245$890,8030.19%
195NATERA INCNTRA7,003$889,0310.19%
196NVIDIA CORPORATIONNVDA7,228$877,7680.19%
197UIPATH INCPATH68,517$877,0180.19%
19810X GENOMICS INCTXG38,829$876,7590.19%
199ONEMAIN HLDGS INCOMF18,615$876,2080.19%
200DOORDASH INCDASH6,134$875,5060.19%
201GENERAL MLS INC37033410411,841$874,4580.19%
202V F CORPVFC42,798$853,8200.18%
203CHIPOTLE MEXICAN GRILL INCCMG14,625$842,6930.18%
204LEAR CORPLEA7,648$834,7790.18%
205MICROSOFT CORPMSFT1,936$833,0610.18%
206JANUS HENDERSON GROUP PLCJHG21,656$824,4440.18%
207SPOTIFY TECHNOLOGY S ASPOT2,224$819,6110.18%
208PRINCIPAL FINANCIAL GROUP INPFG9,536$819,1420.18%
209CONAGRA BRANDS INCCAG25,101$816,2850.18%
210EPR PPTYS26884U10916,621$815,0940.18%
211DOUBLEVERIFY HLDGS INCDV48,165$811,0990.18%
212TEXAS ROADHOUSE INCTXRH4,586$809,8880.17%
213IRIDIUM COMMUNICATIONS INCIRDM26,587$809,5740.17%
214COUSINS PPTYS INC22279550227,100$798,9080.17%
215MARKETAXESS HLDGS INCMKTX3,055$782,6910.17%
216ELASTIC N VESTC10,123$777,0410.17%
217NEWELL BRANDS INCNWL99,158$761,5330.16%
218DONALDSON INCDCI10,221$753,2880.16%
219NCINO INCNCNO23,597$745,4290.16%
220IAC INCIAC13,762$740,6710.16%
221INVESCO LTDIVZ41,293$725,1050.16%
222GENPACT LIMITEDG18,059$708,0930.15%
223FOX CORPFOX18,187$705,6560.15%
224ARROW ELECTRS INC0427351005,303$704,3970.15%
225NETAPP INCNTAP5,700$704,0070.15%
226MONOLITHIC PWR SYS INC609839105760$702,6200.15%
227FIRST HORIZON CORPORATIONFHN-PH44,544$691,7680.15%
228ULTA BEAUTY INCULTA1,775$690,6880.15%
229LAZARD INCLAZ13,683$689,3500.15%
230MASCO CORPMAS8,171$685,8740.15%
231INFORMATICA INC45674M10127,106$685,2400.15%
232SENSATA TECHNOLOGIES HLDG PLST19,045$682,9540.15%
233ASSURANT INCAIZN3,425$681,0960.15%
234ALNYLAM PHARMACEUTICALS INCALNY2,433$669,1480.14%
235CIENA CORPCIEN10,784$664,1870.14%
236HARTFORD FINL SVCS GROUP INCHIG-PG5,379$632,6240.14%
237CAVA GROUP INCCAVA5,080$629,1580.14%
238HANOVER INS GROUP INC4108671054,202$622,3580.13%
239EQUITY LIFESTYLE PPTYS INC29472R1088,706$621,0860.13%
240INGREDION INCINGR4,473$614,7240.13%
241CASEYS GEN STORES INC1475281031,636$614,6620.13%
242DOVER CORPDOV3,151$604,1730.13%
243ROKU INCROKU7,990$596,5330.13%
244EXACT SCIENCES CORP30063P1058,705$592,9850.13%
245UNITEDHEALTH GROUP INCUNH1,011$591,1110.13%
246GRAND CANYON ED INCLOPE4,119$584,2800.13%
247ALIGN TECHNOLOGY INCALGN2,285$581,1210.13%
248PAYLOCITY HLDG CORPPCTY3,501$577,5600.12%
249AMKOR TECHNOLOGY INCAMKR18,619$569,7410.12%
250UNUM GROUPUNMA9,292$552,3160.12%
251WILLSCOT HLDGS CORPWSC14,517$545,8390.12%
252ZOOM VIDEO COMMUNICATIONS INZM7,600$530,0240.11%
253CARNIVAL CORPCUKPF28,582$528,1950.11%
254REXFORD INDL RLTY INC76169C10010,359$521,1610.11%
255HUMANA INCHUM1,643$520,4040.11%
256MARSH & MCLENNAN COS INC5717481022,330$519,8000.11%
257TKO GROUP HOLDINGS INCTKO4,166$515,3760.11%
258LENNAR CORPLEN-B2,736$512,9450.11%
259WAYFAIR INCW9,121$512,4180.11%
260EXPEDITORS INTL WASH INC3021301093,890$511,1460.11%
261DOXIMITY INCDOCS11,599$505,3680.11%
262WHITE MTNS INS GROUP LTDG9618E107296$502,0750.11%
263INTRA-CELLULAR THERAPIES INC46116X1016,815$498,6540.11%
264EURONET WORLDWIDE INCEEFT5,018$497,9360.11%
265HOLOGIC INCHOLX6,052$492,9960.11%
266AFFILIATED MANAGERS GROUP INMGRE2,721$483,7940.10%
267UNITED THERAPEUTICS CORP DELUTHR1,346$482,3390.10%
268ALPHABET INCGOOG2,743$458,6020.10%
269VAIL RESORTS INCMTN2,525$440,0820.10%
270RLI CORPRLI2,837$439,6780.09%
271META PLATFORMS INCMETA768$439,6340.09%
272AMPHENOL CORP NEW0320951016,483$422,4320.09%
273IDEXX LABS INC45168D104829$418,8270.09%
274BOYD GAMING CORPBYD6,167$398,6970.09%
275COCA COLA CONS INCCOKE300$394,9200.09%
276WESTERN UN COWU31,307$373,4930.08%
277FTI CONSULTING INCFCN1,641$373,4260.08%
278FORTIVE CORPFTV4,672$368,7610.08%
279RESMED INCRSMDF1,501$366,4240.08%
280PROLOGIS INC.PLDGP2,831$357,4990.08%
281COMCAST CORP NEWCCZ8,543$356,8410.08%
282MARVELL TECHNOLOGY INCMRVL4,778$344,5890.07%
283EXELIXIS INCEXEL12,553$325,7500.07%
284MKS INSTRS INCMKSI2,915$316,8900.07%
285ZEBRA TECHNOLOGIES CORPORATIZBRA842$311,8090.07%
286TOLL BROTHERS INCTOL2,016$311,4520.07%
287DARDEN RESTAURANTS INCDRI1,875$307,7440.07%
288DELL TECHNOLOGIES INCDELL2,591$307,1370.07%
289REINSURANCE GRP OF AMERICA I7593516041,390$302,8390.07%
290ORGANON & COOGN15,565$297,7580.06%
291REGIONS FINANCIAL CORP NEWRF-PF12,709$296,5010.06%
292TENET HEALTHCARE CORPTHC1,658$275,5600.06%
293BROADCOM INCAVGO1,503$259,2680.06%
294CRANE COMPANYCR1,516$239,9520.05%
295CHURCHILL DOWNS INCCHDN1,744$235,8060.05%
296BRIGHTHOUSE FINL INC10922N1034,798$216,0540.05%
297UNDER ARMOUR INCUA14,183$126,3710.03%