Lucha Capital Management as of Dec. 31, 2017
Portfolio Holdings for Lucha Capital Management
Lucha Capital Management holds 27 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zendesk | 5.8 | $10M | 299k | 33.84 | |
| Microsemi Corporation | 5.7 | $10M | 193k | 51.65 | |
| Fidelity National Information Services (FIS) | 5.5 | $9.5M | 101k | 94.08 | |
| Dxc Technology (DXC) | 5.3 | $9.2M | 97k | 94.89 | |
| Electronic Arts (EA) | 5.0 | $8.7M | 83k | 105.06 | |
| Godaddy Inc cl a (GDDY) | 4.9 | $8.4M | 168k | 50.28 | |
| salesforce (CRM) | 4.8 | $8.4M | 82k | 102.23 | |
| Wageworks | 4.7 | $8.2M | 132k | 62.00 | |
| Match | 4.5 | $7.8M | 251k | 31.31 | |
| Vantiv Inc Cl A | 4.4 | $7.7M | 105k | 73.55 | |
| Travelport Worldwide | 4.4 | $7.6M | 579k | 13.07 | |
| Healthequity (HQY) | 4.3 | $7.5M | 160k | 46.66 | |
| DISH Network | 4.0 | $7.0M | 147k | 47.75 | |
| Manhattan Associates (MANH) | 3.8 | $6.6M | 134k | 49.54 | |
| Fiserv (FI) | 3.6 | $6.2M | 48k | 131.12 | |
| priceline.com Incorporated | 3.6 | $6.2M | 3.6k | 1737.59 | |
| DST Systems | 3.5 | $6.1M | 98k | 62.07 | |
| Atlassian Corp Plc cl a | 3.0 | $5.2M | 114k | 45.51 | |
| Blackhawk Network Hldgs Inc cl a | 2.9 | $5.1M | 143k | 35.65 | |
| Coupa Software | 2.9 | $5.1M | 162k | 31.22 | |
| Yelp Inc cl a (YELP) | 2.9 | $5.0M | 119k | 41.95 | |
| Euronet Worldwide (EEFT) | 2.8 | $4.8M | 57k | 84.26 | |
| Trade Desk (TTD) | 2.2 | $3.9M | 85k | 45.73 | |
| Green Dot Corporation (GDOT) | 2.0 | $3.6M | 59k | 60.26 | |
| Fitbit | 1.8 | $3.1M | 544k | 5.71 | |
| 8x8 (EGHT) | 1.3 | $2.2M | 159k | 14.10 | |
| Vocera Communications | 0.3 | $556k | 18k | 30.18 |
