13FBOX
LECAP ASSET MANAGEMENT LTD · 13F 持仓分析
期权收益计算器 机构排行

LECAP ASSET MANAGEMENT LTD

No.6612 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.33亿
环比变动 Q1 2026
-$3,273.0万-12.3%
持仓股票数
254
新买入
131
加仓
42
减仓
81
清仓
144
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
GoDaddyGDDY
1.06%0.28%$247.0万2.9万股$74.3万8,987股+2.0万股+223.83%加仓
INGERSOLL RAND COMIR
1.02%$237.5万2.9万股$00股+2.9万股新买入
KROGER COMKR
1.01%0.14%$235.1万4.2万股$37.0万5,116股+3.7万股+727.48%加仓
D R HORTONDHI
0.99%0.23%$231.5万1.4万股$60.5万4,412股+9,803股+222.19%加仓
NNUTANIXNTNX
0.99%$231.2万4.5万股$00股+4.5万股新买入
AMERICAN INTL COM NEWAIG
0.98%0.96%$229.0万3.1万股$255.9万3.4万股-3,279股-9.64%减仓
F5FFIV
0.98%$228.7万5,497股$00股+5,497股新买入
IQVIAIQV
0.95%$221.2万1.1万股$00股+1.1万股新买入
COMCAST NEW CL ACMCSA
0.94%0.41%$220.2万9.0万股$108.3万3.8万股+5.2万股+137.80%加仓
EEQUITABLEEQH
0.93%0.08%$217.8万5.0万股$21.4万5,770股+4.4万股+760.12%加仓
SYSCO COMSYY
0.93%1.01%$217.0万2.6万股$268.6万3.8万股-1.2万股-31.05%减仓
BlockXYZ
0.93%$216.8万2.9万股$00股+2.9万股新买入
捷普JBL
0.92%$214.9万5,575股$00股+5,575股新买入
LAUDER ESTEE COS CL AEL
0.92%0.8%$214.1万2.7万股$211.4万2.9万股-2,346股-7.96%减仓
Jack Henry & Associates, IncJKHY
0.91%$212.4万1.5万股$00股+1.5万股新买入
GeneracGNRC
0.91%$212.0万7,241股$00股+7,241股新买入
DDeckersSGVT
0.91%0.88%$211.1万2.1万股$234.2万2.3万股-2,145股-9.17%减仓
赛富时CRM
0.89%$207.4万1.3万股$00股+1.3万股新买入
安费诺APH
0.89%0.72%$206.7万1.2万股$190.8万1.5万股-3,376股-22.36%减仓
财捷INTU
0.88%$204.9万7,852股$00股+7,852股新买入
哈特福德·INSURANCEHIG
0.87%$202.5万1.5万股$00股+1.5万股新买入
TradewebTW
0.85%0.57%$197.9万2.0万股$152.5万1.3万股+6,899股+53.24%加仓
Invitation HomesINVH
0.85%0.26%$197.6万6.5万股$69.6万2.8万股+3.7万股+133.44%加仓
BOSTON SCIENTIFIC COMBSX
0.81%$188.3万4.4万股$00股+4.4万股新买入
BBLUE OWL CAPITALOWL
0.79%$184.8万21.1万股$00股+21.1万股新买入
SSS&C TECHSSNC
0.79%0.98%$184.4万3.0万股$260.5万3.9万股-8,824股-22.89%减仓
AECOMACM
0.77%0.31%$179.7万2.6万股$81.4万9,593股+1.6万股+168.33%加仓
AMERICAN TOWER COMAMT
0.77%$179.2万1.1万股$00股+1.1万股新买入
道富·CORP COMSTT
0.76%0.26%$177.1万1.0万股$68.1万5,378股+5,065股+94.18%加仓
GGAPGAP
0.74%$173.6万9.3万股$00股+9.3万股新买入
滨特尔PNR
0.73%0.11%$170.3万2.2万股$30.5万3,505股+1.9万股+533.72%加仓
ARROW ELECTRSARW
0.72%$168.7万7,906股$00股+7,906股新买入
REGENCY CTRS CORP REITREG
0.71%0.35%$165.9万2.1万股$93.9万1.2万股+8,392股+67.58%加仓
万事达MA
0.71%1%$165.0万3,212股$267.0万5,343股-2,131股-39.88%减仓
新思科技SNPS
0.69%0.12%$161.5万3,620股$31.3万789股+2,831股+358.81%加仓
T赛默飞世尔TMO
0.69%0.38%$161.3万3,217股$101.6万2,066股+1,151股+55.71%加仓
LLATTICE SEMICONDUCTORLSCC
0.69%$160.0万1.0万股$00股+1.0万股新买入
COUPANG INC CLASS ACPNG
0.67%$156.8万9.0万股$00股+9.0万股新买入
GGitLabGTLB
0.67%0.28%$156.3万5.1万股$75.6万3.5万股+1.6万股+46.57%加仓
VOYA FINANCIALVOYA
0.66%$153.2万1.7万股$00股+1.7万股新买入
AAMKOR TECHNOLOGYAMKR
0.65%$152.7万1.8万股$00股+1.8万股新买入
INTERACTIVE BROKERS GROUP INC COM CL AIBKR
0.63%1.03%$147.8万1.7万股$272.6万4.1万股-2.4万股-58.22%减仓
Q高通QCOM
0.62%$144.7万7,832股$00股+7,832股新买入
WHIRLPOOL COMWHR
0.61%$143.1万3.6万股$00股+3.6万股新买入
ZoomZM
0.61%0.24%$142.4万1.6万股$63.7万7,928股+8,571股+108.11%加仓
OTIS WORLDWIDEOTIS
0.6%0.4%$140.4万2.0万股$105.8万1.4万股+5,877股+42.82%加仓
SENSATA TECHNOLOGIES PLST
0.6%0.27%$140.0万2.9万股$72.3万2.1万股+8,805股+42.89%加仓
高露洁CL
0.6%$139.3万1.5万股$00股+1.5万股新买入
UNUMUNM
0.6%0.76%$139.2万1.6万股$202.5万2.8万股-1.2万股-43.85%减仓
UUnityU
0.59%0.55%$137.8万4.8万股$147.3万6.7万股-1.9万股-28.20%减仓

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