Lee Capital Asset Management LLC Buys HubSpot Inc, Salesforce.com Inc, ANGI Homeservices Inc, Sells Microsoft Corp, SS&C Technologies Holdings Inc, Fidelity National Information Services Inc

Investment company Lee Capital Asset Management LLC (Current Portfolio) buys HubSpot Inc, Salesforce.com Inc, ANGI Homeservices Inc, New Relic Inc, Pluralsight Inc, sells Microsoft Corp, SS&C Technologies Holdings Inc, Fidelity National Information Services Inc, S&P Global Inc, Box Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Lee Capital Asset Management LLC. As of 2019Q2, Lee Capital Asset Management LLC owns 19 stocks with a total value of $76 million. These are the details of the buys and sells.

For the details of Lee Capital Asset Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/lee+capital+asset+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Lee Capital Asset Management LLC
  1. Salesforce.com Inc (CRM) - 58,541 shares, 11.68% of the total portfolio. Shares added by 120.91%
  2. Global Payments Inc (GPN) - 42,333 shares, 8.91% of the total portfolio. Shares reduced by 6.82%
  3. Visa Inc (V) - 36,650 shares, 8.36% of the total portfolio. Shares reduced by 2.66%
  4. ANGI Homeservices Inc (ANGI) - 456,214 shares, 7.80% of the total portfolio. Shares added by 250.50%
  5. Splunk Inc (SPLK) - 39,641 shares, 6.55% of the total portfolio. Shares added by 296.41%
New Purchase: HubSpot Inc (HUBS)

Lee Capital Asset Management LLC initiated holding in HubSpot Inc. The purchase prices were between $160.03 and $190.57, with an estimated average price of $174.46. The stock is now traded at around $188.40. The impact to a portfolio due to this purchase was 6.54%. The holding were 29,200 shares as of .

New Purchase: New Relic Inc (NEWR)

Lee Capital Asset Management LLC initiated holding in New Relic Inc. The purchase prices were between $86.51 and $108.45, with an estimated average price of $98.73. The stock is now traded at around $57.50. The impact to a portfolio due to this purchase was 5.38%. The holding were 47,300 shares as of .

New Purchase: Pluralsight Inc (PS)

Lee Capital Asset Management LLC initiated holding in Pluralsight Inc. The purchase prices were between $29.07 and $35.49, with an estimated average price of $32.12. The stock is now traded at around $15.69. The impact to a portfolio due to this purchase was 5.24%. The holding were 131,369 shares as of .

New Purchase: Square Inc (SQ)

Lee Capital Asset Management LLC initiated holding in Square Inc. The purchase prices were between $60.62 and $77.05, with an estimated average price of $69.8. The stock is now traded at around $62.87. The impact to a portfolio due to this purchase was 2.84%. The holding were 29,825 shares as of .

New Purchase: Elastic NV (ESTC)

Lee Capital Asset Management LLC initiated holding in Elastic NV. The purchase prices were between $72.63 and $88.34, with an estimated average price of $81.66. The stock is now traded at around $85.24. The impact to a portfolio due to this purchase was 1.69%. The holding were 17,200 shares as of .

New Purchase: Etsy Inc (ETSY)

Lee Capital Asset Management LLC initiated holding in Etsy Inc. The purchase prices were between $57.23 and $70.05, with an estimated average price of $65.24. The stock is now traded at around $52.61. The impact to a portfolio due to this purchase was 1.37%. The holding were 17,000 shares as of .

Added: Salesforce.com Inc (CRM)

Lee Capital Asset Management LLC added to a holding in Salesforce.com Inc by 120.91%. The purchase prices were between $145.1 and $165.96, with an estimated average price of $156.67. The stock is now traded at around $143.89. The impact to a portfolio due to this purchase was 6.39%. The holding were 58,541 shares as of .

Added: ANGI Homeservices Inc (ANGI)

Lee Capital Asset Management LLC added to a holding in ANGI Homeservices Inc by 250.50%. The purchase prices were between $12.96 and $18.55, with an estimated average price of $15.41. The stock is now traded at around $8.19. The impact to a portfolio due to this purchase was 5.57%. The holding were 456,214 shares as of .

Added: Splunk Inc (SPLK)

Lee Capital Asset Management LLC added to a holding in Splunk Inc by 296.41%. The purchase prices were between $109.05 and $139.01, with an estimated average price of $126.92. The stock is now traded at around $124.79. The impact to a portfolio due to this purchase was 4.9%. The holding were 39,641 shares as of .

Added: WEX Inc (WEX)

Lee Capital Asset Management LLC added to a holding in WEX Inc by 21.18%. The purchase prices were between $185.96 and $210.3, with an estimated average price of $201.2. The stock is now traded at around $199.48. The impact to a portfolio due to this purchase was 0.68%. The holding were 14,301 shares as of .

Sold Out: SS&C Technologies Holdings Inc (SSNC)

Lee Capital Asset Management LLC sold out a holding in SS&C Technologies Holdings Inc. The sale prices were between $54.28 and $67.66, with an estimated average price of $60.27.

Sold Out: Fidelity National Information Services Inc (FIS)

Lee Capital Asset Management LLC sold out a holding in Fidelity National Information Services Inc. The sale prices were between $110.89 and $123.88, with an estimated average price of $117.36.

Sold Out: S&P Global Inc (SPGI)

Lee Capital Asset Management LLC sold out a holding in S&P Global Inc. The sale prices were between $208.68 and $231.28, with an estimated average price of $218.34.

Sold Out: Box Inc (BOX)

Lee Capital Asset Management LLC sold out a holding in Box Inc. The sale prices were between $17.04 and $20.81, with an estimated average price of $19.13.



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