Lucha Capital Management as of June 30, 2018
Portfolio Holdings for Lucha Capital Management
Lucha Capital Management holds 26 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Euronet Worldwide (EEFT) | 7.2 | $15M | 178k | 83.77 | |
| Tableau Software Inc Cl A | 6.1 | $13M | 129k | 97.75 | |
| MarketAxess Holdings (MKTX) | 5.7 | $12M | 60k | 197.86 | |
| Worldpay Ord | 5.6 | $12M | 141k | 81.78 | |
| Autodesk (ADSK) | 5.4 | $11M | 86k | 131.09 | |
| Travelport Worldwide | 5.3 | $11M | 593k | 18.54 | |
| Paypal Holdings (PYPL) | 4.8 | $9.9M | 119k | 83.27 | |
| Talend S A ads | 4.8 | $9.9M | 159k | 62.28 | |
| Fidelity National Information Services (FIS) | 4.6 | $9.5M | 90k | 106.03 | |
| Advanced Micro Devices (AMD) | 4.4 | $9.2M | 6.1k | 1498.94 | |
| Yelp Inc cl a (YELP) | 4.2 | $8.7M | 221k | 39.18 | |
| Godaddy Inc cl a (GDDY) | 4.1 | $8.5M | 120k | 70.60 | |
| Dxc Technology (DXC) | 4.0 | $8.3M | 103k | 80.61 | |
| Fiserv (FI) | 3.8 | $7.9M | 107k | 74.09 | |
| Glu Mobile | 3.6 | $7.4M | 1.2M | 6.41 | |
| Activision Blizzard | 3.1 | $6.5M | 86k | 76.33 | |
| Booking Holdings (BKNG) | 3.0 | $6.3M | 3.1k | 2027.04 | |
| IAC/InterActive | 2.8 | $5.8M | 38k | 152.50 | |
| Take-Two Interactive Software (TTWO) | 2.8 | $5.8M | 49k | 118.36 | |
| Green Dot Corporation (GDOT) | 2.7 | $5.6M | 77k | 73.38 | |
| Coherent | 2.7 | $5.6M | 36k | 156.42 | |
| Teradyne (TER) | 2.7 | $5.5M | 146k | 38.07 | |
| NVIDIA Corporation (NVDA) | 2.4 | $5.1M | 21k | 236.88 | |
| Mongodb Inc. Class A (MDB) | 2.0 | $4.1M | 83k | 49.63 | |
| Microchip Technology (MCHP) | 1.2 | $2.5M | 28k | 90.94 | |
| Ringcentral (RNG) | 1.0 | $2.0M | 29k | 70.36 |
