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Disclosed positions
LECAP ASSET MANAGEMENT LTD: source evidence dated 2026-07-31T03:59:59.999Z.
- Issuer
- GODADDY INC
- Ticker
- GDDY
- Class
- CL A
- Reported value
- $2,470,263
- Reported amount
- 29,103
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001990849-26-000005Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| GODADDY INC | GDDY | CL A | $2,470,263 | 29,103 | SH | None |
| INGERSOLL RAND INC | IR | COM | $2,375,332 | 28,971 | SH | None |
| KROGER CO | KR | COM | $2,350,807 | 42,334 | SH | None |
| D R HORTON INC | DHI | COM | $2,315,339 | 14,215 | SH | None |
| NUTANIX INC | NTNX | CL A | $2,312,208 | 45,373 | SH | None |
| AMERICAN INTL GROUP INC | AIG | COM NEW | $2,289,636 | 30,721 | SH | None |
| F5 INC | FFIV | COM | $2,286,532 | 5,497 | SH | None |
| IQVIA HLDGS INC | IQV | COM | $2,212,176 | 11,449 | SH | None |
| COMCAST CORP NEW | CMCSA | CL A | $2,201,791 | 89,686 | SH | None |
| EQUITABLE HLDGS INC | EQH | COM | $2,177,721 | 49,629 | SH | None |
| SYSCO CORP | SYY | COM | $2,170,238 | 25,966 | SH | None |
| BLOCK INC | XYZ | CL A | $2,168,432 | 28,532 | SH | None |
| JABIL INC | JBL | COM | $2,149,051 | 5,575 | SH | None |
| LAUDER ESTEE COS INC | EL | CL A | $2,140,729 | 27,115 | SH | None |
| HENRY JACK & ASSOC INC | JKHY | COM | $2,124,089 | 15,421 | SH | None |
| GENERAC HLDGS INC | GNRC | COM | $2,120,237 | 7,241 | SH | None |
| DECKERS OUTDOOR CORP | DECK | COM | $2,110,707 | 21,258 | SH | None |
| SALESFORCE INC | CRM | COM | $2,074,335 | 13,241 | SH | None |
| AMPHENOL CORP | APH | CL A | $2,066,999 | 11,723 | SH | None |
| INTUIT | INTU | COM | $2,049,372 | 7,852 | SH | None |
| HARTFORD INSURANCE GROUP INC | HIG | COM | $2,025,038 | 15,281 | SH | None |
| TRADEWEB MKTS INC | TW | CL A | $1,979,048 | 19,858 | SH | None |
| INVITATION HOMES INC | INVH | COM | $1,975,613 | 65,396 | SH | None |
| BOSTON SCIENTIFIC CORP | BSX | COM | $1,882,914 | 44,117 | SH | None |
| BLUE OWL CAPITAL INC | OWL | COM CL A | $1,847,904 | 211,189 | SH | None |
| SS&C TECH HLDGS | SSNC | COM | $1,844,498 | 29,726 | SH | None |
| AECOM | ACM | COM | $1,796,722 | 25,741 | SH | None |
| AMERICAN TOWER CORP | AMT | COM | $1,792,236 | 10,957 | SH | None |
| STATE STR CORP | STT | COM | $1,771,133 | 10,443 | SH | None |
| GAP INC | GAP | COM | $1,736,455 | 92,958 | SH | None |
| PENTAIR PLC | PNR | SHS | $1,702,772 | 22,212 | SH | None |
| ARROW ELECTRS INC | ARW | COM | $1,687,219 | 7,906 | SH | None |
| REGENCY CTRS CORP | REG | COM | $1,659,310 | 20,809 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $1,649,683 | 3,212 | SH | None |
| SYNOPSYS INC | SNPS | COM | $1,614,773 | 3,620 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $1,612,875 | 3,217 | SH | None |
| LATTICE SEMICONDUCTOR CORP | LSCC | COM | $1,600,115 | 10,461 | SH | None |
| COUPANG INC | CPNG | CL A | $1,567,625 | 90,249 | SH | None |
| GITLAB INC | GTLB | CLASS A COM | $1,562,739 | 51,187 | SH | None |
| VOYA FINANCIAL INC | VOYA | COM | $1,531,858 | 16,921 | SH | None |
| AMKOR TECHNOLOGY INC | AMKR | COM | $1,526,788 | 17,706 | SH | None |
| INTERACTIVE BROKERS GROUP IN | IBKR | COM CL A | $1,478,287 | 16,984 | SH | None |
| QUALCOMM INC | QCOM | COM | $1,447,275 | 7,832 | SH | None |
| WHIRLPOOL CORP | WHR | COM | $1,431,143 | 36,305 | SH | None |
| ZOOM COMMUNICATIONS INC | ZM | CL A | $1,424,029 | 16,499 | SH | None |
| OTIS WORLDWIDE CORP | OTIS | COM | $1,403,575 | 19,603 | SH | None |
| SENSATA TECHNOLOGIES HLDG PL | ST | SHS | $1,400,405 | 29,334 | SH | None |
| COLGATE PALMOLIVE CO | CL | COM | $1,392,619 | 15,190 | SH | None |
| UNUM GROUP | UNM | COM | $1,392,316 | 15,574 | SH | None |
| UNITY SOFTWARE INC | U | COM | $1,377,842 | 48,210 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.