Lucha Capital Management as of March 31, 2018
Portfolio Holdings for Lucha Capital Management
Lucha Capital Management holds 24 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Godaddy Inc cl a (GDDY) | 6.4 | $14M | 222k | 61.42 | |
Fidelity National Information Services (FIS) | 6.3 | $14M | 141k | 96.29 | |
Electronic Arts (EA) | 5.5 | $12M | 97k | 121.24 | |
Euronet Worldwide (EEFT) | 5.3 | $11M | 144k | 78.91 | |
Paypal Holdings (PYPL) | 5.3 | $11M | 150k | 75.87 | |
Worldpay Ord | 5.2 | $11M | 136k | 82.24 | |
Booking Holdings (BKNG) | 5.2 | $11M | 5.3k | 2080.22 | |
MarketAxess Holdings (MKTX) | 5.2 | $11M | 51k | 217.43 | |
Travelport Worldwide | 5.2 | $11M | 673k | 16.34 | |
Facebook Inc cl a (META) | 4.5 | $9.6M | 60k | 159.78 | |
Yelp Inc cl a (YELP) | 4.4 | $9.4M | 226k | 41.75 | |
Zendesk | 4.2 | $8.9M | 187k | 47.87 | |
NVIDIA Corporation (NVDA) | 4.0 | $8.5M | 37k | 231.57 | |
Ringcentral (RNG) | 3.9 | $8.3M | 131k | 63.50 | |
Dxc Technology (DXC) | 3.7 | $7.9M | 79k | 100.52 | |
Match | 3.5 | $7.5M | 168k | 44.44 | |
Talend S A ads | 3.5 | $7.4M | 155k | 48.11 | |
Box Inc cl a (BOX) | 3.2 | $6.8M | 330k | 20.55 | |
Fiserv (FI) | 3.0 | $6.5M | 91k | 71.31 | |
DISH Network | 3.0 | $6.4M | 170k | 37.89 | |
Tableau Software Inc Cl A | 2.8 | $6.1M | 75k | 80.82 | |
Green Dot Corporation (GDOT) | 2.4 | $5.2M | 81k | 64.15 | |
Healthequity (HQY) | 2.3 | $4.8M | 80k | 60.53 | |
Activision Blizzard | 1.9 | $4.0M | 60k | 67.47 |