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Lee Capital Management LP Buys Expedia Inc, Fleetcor Technologies Inc, Alphabet Inc, Sells NICE, Panera Bread Co, Comcast Corp

Investment company Lee Capital Management LP buys Expedia Inc, Fleetcor Technologies Inc, Alphabet Inc, The Ultimate Software Group Inc, EPAM Systems Inc, DXC Technology Co, Tyler Technologies Inc, National Beverage Corp, Salesforce.com Inc, T-Mobile US Inc, sells NICE, Panera Bread Co, Comcast Corp, Visa Inc, Total System Services Inc during the 3-months ended 2017-09-30, according to the most recent filings of the investment company, Lee Capital Management LP. As of 2017-09-30, Lee Capital Management LP owns 78 stocks with a total value of $121 million. These are the details of the buys and sells.

For the details of Lee Capital Management LP's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Lee+Capital+Management+LP

These are the top 5 holdings of Lee Capital Management LP
  1. Amazon.com Inc (AMZN) - 5,500 shares, 4.37% of the total portfolio. Shares added by 22.22%
  2. Alphabet Inc (GOOGL) - 4,580 shares, 3.69% of the total portfolio. Shares added by 64.75%
  3. The Ultimate Software Group Inc (ULTI) - 18,500 shares, 2.9% of the total portfolio. Shares added by 85.00%
  4. Expedia Inc (EXPE) - 23,000 shares, 2.74% of the total portfolio. Shares added by 475.00%
  5. Salesforce.com Inc (CRM) - 35,000 shares, 2.7% of the total portfolio. Shares added by 45.83%
New Purchase: Fleetcor Technologies Inc (FLT)

Lee Capital Management LP initiated holdings in Fleetcor Technologies Inc. The purchase prices were between $138.74 and $155.33, with an estimated average price of $146.64. The stock is now traded at around $178.68. The impact to the portfolio due to this purchase was 1.47%. The holdings were 11,500 shares as of 2017-09-30.

New Purchase: DXC Technology Co (DXC)

Lee Capital Management LP initiated holdings in DXC Technology Co. The purchase prices were between $75.95 and $85.91, with an estimated average price of $81.85. The stock is now traded at around $95.76. The impact to the portfolio due to this purchase was 1.24%. The holdings were 17,500 shares as of 2017-09-30.

New Purchase: EPAM Systems Inc (EPAM)

Lee Capital Management LP initiated holdings in EPAM Systems Inc. The purchase prices were between $78.83 and $87.61, with an estimated average price of $83.32. The stock is now traded at around $102.61. The impact to the portfolio due to this purchase was 1.24%. The holdings were 17,000 shares as of 2017-09-30.

New Purchase: Tyler Technologies Inc (TYL)

Lee Capital Management LP initiated holdings in Tyler Technologies Inc. The purchase prices were between $167.49 and $181.33, with an estimated average price of $171.77. The stock is now traded at around $171.91. The impact to the portfolio due to this purchase was 1.24%. The holdings were 8,600 shares as of 2017-09-30.

New Purchase: National Beverage Corp (FIZZ)

Lee Capital Management LP initiated holdings in National Beverage Corp. The purchase prices were between $93.2 and $126.4, with an estimated average price of $110.44. The stock is now traded at around $98.74. The impact to the portfolio due to this purchase was 1.03%. The holdings were 10,000 shares as of 2017-09-30.

New Purchase: Anheuser-Busch InBev SA/NV (BUD)

Lee Capital Management LP initiated holdings in Anheuser-Busch InBev SA/NV. The purchase prices were between $110 and $122.84, with an estimated average price of $116.96. The stock is now traded at around $114.77. The impact to the portfolio due to this purchase was 0.69%. The holdings were 7,000 shares as of 2017-09-30.

Added: Expedia Inc (EXPE)

Lee Capital Management LP added to the holdings in Expedia Inc by 475.00%. The purchase prices were between $141.41 and $159.5, with an estimated average price of $148.22. The stock is now traded at around $122.09. The impact to the portfolio due to this purchase was 2.26%. The holdings were 23,000 shares as of 2017-09-30.

Added: Alphabet Inc (GOOGL)

Lee Capital Management LP added to the holdings in Alphabet Inc by 64.75%. The purchase prices were between $919.46 and $998.31, with an estimated average price of $947.7. The stock is now traded at around $1041.64. The impact to the portfolio due to this purchase was 1.45%. The holdings were 4,580 shares as of 2017-09-30.

Added: The Ultimate Software Group Inc (ULTI)

Lee Capital Management LP added to the holdings in The Ultimate Software Group Inc by 85.00%. The purchase prices were between $183.21 and $232.03, with an estimated average price of $202.05. The stock is now traded at around $198.37. The impact to the portfolio due to this purchase was 1.33%. The holdings were 18,500 shares as of 2017-09-30.

Added: Salesforce.com Inc (CRM)

Lee Capital Management LP added to the holdings in Salesforce.com Inc by 45.83%. The purchase prices were between $86.1 and $97.71, with an estimated average price of $91.97. The stock is now traded at around $106.23. The impact to the portfolio due to this purchase was 0.85%. The holdings were 35,000 shares as of 2017-09-30.

Added: T-Mobile US Inc (TMUS)

Lee Capital Management LP added to the holdings in T-Mobile US Inc by 160.00%. The purchase prices were between $59.45 and $65.42, with an estimated average price of $62.68. The stock is now traded at around $56.54. The impact to the portfolio due to this purchase was 0.82%. The holdings were 26,000 shares as of 2017-09-30.

Added: Amazon.com Inc (AMZN)

Lee Capital Management LP added to the holdings in Amazon.com Inc by 22.22%. The purchase prices were between $938.6 and $1052.8, with an estimated average price of $981.92. The stock is now traded at around $1136.84. The impact to the portfolio due to this purchase was 0.79%. The holdings were 5,500 shares as of 2017-09-30.

Sold Out: NICE Ltd (NICE)

Lee Capital Management LP sold out the holdings in NICE Ltd. The sale prices were between $74.16 and $82.62, with an estimated average price of $77.68.

Sold Out: Panera Bread Co (PNRA)

Lee Capital Management LP sold out the holdings in Panera Bread Co. The sale prices were between $314.72 and $314.93, with an estimated average price of $314.81.

Sold Out: Total System Services Inc (TSS)

Lee Capital Management LP sold out the holdings in Total System Services Inc. The sale prices were between $57.62 and $70.04, with an estimated average price of $64.61.

Sold Out: WEX Inc (WEX)

Lee Capital Management LP sold out the holdings in WEX Inc. The sale prices were between $101.8 and $114.72, with an estimated average price of $108.29.

Sold Out: SPDR Select Sector Fund - Energy Select Sector (XLE)

Lee Capital Management LP sold out the holdings in SPDR Select Sector Fund - Energy Select Sector. The sale prices were between $62 and $68.49, with an estimated average price of $65.05.

Sold Out: Blackstone Group LP (BX)

Lee Capital Management LP sold out the holdings in Blackstone Group LP. The sale prices were between $31.36 and $34.78, with an estimated average price of $32.91.

Reduced: Comcast Corp (CMCSA)

Lee Capital Management LP reduced to the holdings in Comcast Corp by 63.64%. The sale prices were between $36.93 and $41.9, with an estimated average price of $39.39. The stock is now traded at around $36.86. The impact to the portfolio due to this sale was -1.22%. Lee Capital Management LP still held 20,000 shares as of 2017-09-30.

Reduced: Visa Inc (V)

Lee Capital Management LP reduced to the holdings in Visa Inc by 59.84%. The sale prices were between $93.25 and $106.21, with an estimated average price of $101.34. The stock is now traded at around $111.98. The impact to the portfolio due to this sale was -1.12%. Lee Capital Management LP still held 9,000 shares as of 2017-09-30.

Reduced: Splunk Inc (SPLK)

Lee Capital Management LP reduced to the holdings in Splunk Inc by 28.72%. The sale prices were between $56.27 and $69.53, with an estimated average price of $62.45. The stock is now traded at around $68.35. The impact to the portfolio due to this sale was -0.69%. Lee Capital Management LP still held 33,500 shares as of 2017-09-30.

Reduced: Facebook Inc (FB)

Lee Capital Management LP reduced to the holdings in Facebook Inc by 21.05%. The sale prices were between $148.43 and $173.51, with an estimated average price of $166.52. The stock is now traded at around $178.07. The impact to the portfolio due to this sale was -0.54%. Lee Capital Management LP still held 15,000 shares as of 2017-09-30.



Here is the complete portfolio of Lee Capital Management LP. Also check out:

1. Lee Capital Management LP's Undervalued Stocks
2. Lee Capital Management LP's Top Growth Companies, and
3. Lee Capital Management LP's High Yield stocks
4. Stocks that Lee Capital Management LP keeps buying

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