Lucha Capital Management as of June 30, 2019
Portfolio Holdings for Lucha Capital Management
Lucha Capital Management holds 32 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Electronic Arts (EA) | 5.7 | $23M | 226k | 101.26 | |
| Akamai Technologies (AKAM) | 5.1 | $20M | 253k | 80.14 | |
| Healthequity (HQY) | 4.7 | $19M | 285k | 65.40 | |
| Paypal Holdings (PYPL) | 4.6 | $19M | 162k | 114.46 | |
| Godaddy Cl A (GDDY) | 4.6 | $19M | 263k | 70.15 | |
| Proto Labs Put Option (PRLB) | 4.5 | $18M | 156k | 116.02 | |
| Ciena Corp Com New (CIEN) | 4.2 | $17M | 410k | 41.13 | |
| Micron Technology (MU) | 4.1 | $17M | 428k | 38.59 | |
| Cisco Systems Put Option (CSCO) | 4.1 | $16M | 300k | 54.73 | |
| RealPage | 4.1 | $16M | 277k | 58.85 | |
| Zendesk | 3.7 | $15M | 168k | 89.03 | |
| Worldpay Cl A | 3.7 | $15M | 121k | 122.55 | |
| 2u (TWOU) | 3.7 | $15M | 389k | 37.64 | |
| Booking Holdings (BKNG) | 3.6 | $15M | 7.7k | 1874.68 | |
| Grubhub | 3.5 | $14M | 181k | 77.99 | |
| Euronet Worldwide (EEFT) | 3.5 | $14M | 84k | 168.24 | |
| Guidewire Software (GWRE) | 3.5 | $14M | 136k | 101.38 | |
| S&p Global (SPGI) | 3.0 | $12M | 53k | 227.78 | |
| Apple Put Option (AAPL) | 3.0 | $12M | 60k | 197.92 | |
| Fair Isaac Corporation (FICO) | 2.9 | $12M | 37k | 314.03 | |
| Take-Two Interactive Software (TTWO) | 2.8 | $11M | 98k | 113.53 | |
| Wix SHS Put Option (WIX) | 2.7 | $11M | 75k | 142.11 | |
| iRobot Corporation Put Option (IRBT) | 2.2 | $8.7M | 95k | 91.64 | |
| Hubspot Put Option (HUBS) | 2.1 | $8.5M | 50k | 170.52 | |
| Match | 2.0 | $7.9M | 117k | 67.27 | |
| Vocera Communications | 1.9 | $7.6M | 237k | 31.92 | |
| Anaplan | 1.2 | $4.6M | 92k | 50.47 | |
| Smartsheet Com Cl A (SMAR) | 1.2 | $4.6M | 96k | 48.40 | |
| Workday Cl A (WDAY) | 1.1 | $4.5M | 22k | 205.57 | |
| Atlassian Corp Cl A | 0.9 | $3.8M | 29k | 130.83 | |
| Twilio Cl A (TWLO) | 0.9 | $3.7M | 27k | 136.36 | |
| Carbon Black | 0.9 | $3.5M | 211k | 16.72 |
