Lucha Capital Management as of Sept. 30, 2017
Portfolio Holdings for Lucha Capital Management
Lucha Capital Management holds 26 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| DST Systems | 7.5 | $15M | 264k | 54.88 | |
| DISH Network | 7.3 | $14M | 259k | 54.22 | |
| Godaddy Inc cl a (GDDY) | 7.0 | $13M | 308k | 43.51 | |
| Microsemi Corporation | 6.2 | $12M | 232k | 51.48 | |
| Western Digital (WDC) | 6.0 | $12M | 135k | 86.40 | |
| Truecar (TRUE) | 5.6 | $11M | 685k | 15.79 | |
| Dxc Technology (DXC) | 4.8 | $9.3M | 108k | 85.88 | |
| 8x8 (EGHT) | 4.4 | $8.5M | 631k | 13.50 | |
| Match | 4.2 | $8.2M | 353k | 23.19 | |
| Wageworks | 4.2 | $8.0M | 132k | 60.69 | |
| Travelport Worldwide | 4.0 | $7.8M | 496k | 15.70 | |
| Euronet Worldwide (EEFT) | 3.9 | $7.6M | 80k | 94.79 | |
| salesforce (CRM) | 3.9 | $7.5M | 81k | 93.42 | |
| Box Inc cl a (BOX) | 3.8 | $7.2M | 374k | 19.32 | |
| Fitbit | 3.5 | $6.8M | 982k | 6.96 | |
| Ringcentral (RNG) | 2.9 | $5.6M | 135k | 41.74 | |
| Vantiv Inc Cl A | 2.9 | $5.6M | 79k | 70.46 | |
| Cornerstone Ondemand | 2.7 | $5.3M | 130k | 40.61 | |
| Healthequity (HQY) | 2.7 | $5.2M | 103k | 50.57 | |
| Fidelity National Information Services (FIS) | 2.5 | $4.9M | 52k | 93.37 | |
| Yelp Inc cl a (YELP) | 2.1 | $4.1M | 94k | 43.30 | |
| Paypal Holdings (PYPL) | 1.9 | $3.6M | 56k | 64.02 | |
| Green Dot Corporation (GDOT) | 1.8 | $3.4M | 69k | 49.58 | |
| Coupa Software | 1.6 | $3.1M | 98k | 31.14 | |
| Ptc (PTC) | 1.5 | $2.8M | 50k | 56.28 | |
| Criteo Sa Ads (CRTO) | 0.9 | $1.7M | 40k | 41.50 |
