Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Leap Investments LP (CIK 1779672) reported $151.9M across 388 reported positions in its SEC 13F filing for 2020-06-30. Largest positions: PENN ($1.4M, 0.95%), CRWD ($1.3M, 0.85%), DPZ ($1.3M, 0.83%), PSX ($1.2M, 0.77%), SGEN ($1.1M, 0.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PENN | Penn National Gaming Inc | $1.4M | 0.95% | 47,400 | New |
| 2 | CRWD | Crowdstrike Holdings Inc | $1.3M | 0.85% | 12,900 | New |
| 3 | DPZ | Domino's Pizza Inc | $1.3M | 0.83% | 3,400 | New |
| 4 | PSX | Phillips 66 | $1.2M | 0.77% | 16,307 | New |
| 5 | SGEN | Seattle Genetics Inc | $1.1M | 0.74% | 6,600 | New |
| 6 | DFS | Discover Financial Services | $1.1M | 0.72% | 21,900 | New |
| 7 | UBER | Uber Technologies Inc | $991,000 | 0.65% | 31,900 | New |
| 8 | AMD | Advanced Micro Devices Inc | $984,000 | 0.65% | 18,700 | New |
| 9 | KO | Coca-Cola Co/The | $952,000 | 0.63% | 21,300 | New |
| 10 | NLY | Annaly Capital Management Inc | $962,000 | 0.63% | 146,700 | New |
| 11 | WDC | Western Digital Corp | $945,000 | 0.62% | 21,400 | Added |
| 12 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | $948,000 | 0.62% | 16,700 | New |
| 13 | RTX | Raytheon Technologies Corp | $937,000 | 0.62% | 15,200 | New |
| 14 | LUV | Southwest Airlines Co | $923,000 | 0.61% | 27,000 | Added |
| 15 | NIO | NIO Inc | $926,000 | 0.61% | 119,900 | Added |
| 16 | F | Ford Motor Co | $932,000 | 0.61% | 153,300 | New |
| 17 | DXCM | DexCom Inc | $932,000 | 0.61% | 2,300 | New |
| 18 | PDD | Pinduoduo Inc | $910,000 | 0.60% | 10,600 | Added |
| 19 | FNF | Fidelity National Financial Inc | $904,000 | 0.60% | 29,500 | New |
| 20 | CCI | Crown Castle International Corp | $904,000 | 0.60% | 5,400 | New |
| 21 | TXN | Texas Instruments Inc | $889,000 | 0.59% | 7,000 | New |
| 22 | NOC | Northrop Grumman Corp | $892,000 | 0.59% | 2,900 | New |
| 23 | LVS | Las Vegas Sands Corp | $893,000 | 0.59% | 19,600 | New |
| 24 | INTC | Intel Corp | $897,000 | 0.59% | 15,000 | New |
| 25 | WYNN | Wynn Resorts Ltd | $879,000 | 0.58% | 11,800 | New |
Source: SEC Form 13F filings · as of 2020-06-30