Lucha Capital Management as of Sept. 30, 2018
Portfolio Holdings for Lucha Capital Management
Lucha Capital Management holds 27 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AeroVironment (AVAV) | 28.5 | $112M | 100k | 1121.70 | |
| Autodesk (ADSK) | 4.2 | $17M | 106k | 156.11 | |
| Activision Blizzard | 3.7 | $15M | 176k | 83.19 | |
| MarketAxess Holdings (MKTX) | 3.6 | $14M | 80k | 178.49 | |
| Euronet Worldwide (EEFT) | 3.5 | $14M | 137k | 100.22 | |
| Godaddy Inc cl a (GDDY) | 3.4 | $13M | 159k | 83.39 | |
| Talend S A ads | 3.2 | $13M | 182k | 69.74 | |
| Travelport Worldwide | 3.0 | $12M | 713k | 16.87 | |
| Broadcom (AVGO) | 3.0 | $12M | 48k | 246.73 | |
| Teradyne (TER) | 2.9 | $12M | 311k | 36.98 | |
| Tableau Software Inc Cl A | 2.9 | $12M | 103k | 111.74 | |
| Take-Two Interactive Software (TTWO) | 2.8 | $11M | 81k | 137.99 | |
| Green Dot Corporation (GDOT) | 2.8 | $11M | 124k | 88.82 | |
| Paypal Holdings (PYPL) | 2.8 | $11M | 125k | 87.84 | |
| Nxp Semiconductors N V (NXPI) | 2.7 | $11M | 126k | 85.50 | |
| Etsy (ETSY) | 2.7 | $11M | 209k | 51.38 | |
| Dxc Technology (DXC) | 2.7 | $11M | 114k | 93.52 | |
| IAC/InterActive | 2.6 | $10M | 47k | 216.73 | |
| LogMeIn | 2.6 | $10M | 113k | 89.10 | |
| Ringcentral (RNG) | 2.5 | $10M | 107k | 93.05 | |
| Yelp Inc cl a (YELP) | 2.4 | $9.6M | 195k | 49.20 | |
| Booking Holdings (BKNG) | 2.4 | $9.6M | 4.9k | 1983.93 | |
| Worldpay Ord | 2.4 | $9.5M | 94k | 101.27 | |
| Tesla Motors (TSLA) | 2.0 | $8.0M | 30k | 264.77 | |
| Glu Mobile | 1.9 | $7.5M | 1.0M | 7.45 | |
| NVIDIA Corporation (NVDA) | 1.4 | $5.6M | 20k | 281.01 | |
| Fidelity National Information Services (FIS) | 1.2 | $4.7M | 43k | 109.08 |
