Lucha Capital Management as of Dec. 31, 2018
Portfolio Holdings for Lucha Capital Management
Lucha Capital Management holds 28 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Take-Two Interactive Software (TTWO) | 8.0 | $25M | 243k | 102.94 | |
| Worldpay Ord | 6.5 | $20M | 266k | 76.43 | |
| Dropbox Inc-class A (DBX) | 6.0 | $19M | 916k | 20.43 | |
| Travelport Worldwide | 6.0 | $19M | 1.2M | 15.62 | |
| Palo Alto Networks (PANW) | 5.1 | $16M | 84k | 188.35 | |
| Tableau Software Inc Cl A | 4.9 | $16M | 129k | 120.00 | |
| Zendesk | 4.8 | $15M | 261k | 58.37 | |
| Fair Isaac Corporation (FICO) | 4.7 | $15M | 78k | 187.00 | |
| Alliance Data Systems Corporation (BFH) | 4.4 | $14M | 92k | 150.08 | |
| Booking Holdings (BKNG) | 4.0 | $12M | 7.2k | 1722.41 | |
| NVIDIA Corporation (NVDA) | 3.9 | $12M | 93k | 133.50 | |
| S&p Global (SPGI) | 3.9 | $12M | 72k | 169.94 | |
| Match | 3.7 | $12M | 272k | 42.77 | |
| Fidelity National Information Services (FIS) | 3.5 | $11M | 107k | 102.55 | |
| MasTec (MTZ) | 3.2 | $10M | 250k | 40.56 | |
| Applied Materials (AMAT) | 2.9 | $9.1M | 278k | 32.74 | |
| Talend S A ads | 2.9 | $9.0M | 243k | 37.08 | |
| Electronic Arts (EA) | 2.5 | $7.9M | 100k | 78.91 | |
| Ringcentral (RNG) | 2.4 | $7.4M | 90k | 82.44 | |
| Green Dot Corporation (GDOT) | 2.3 | $7.1M | 90k | 79.52 | |
| Lam Research Corporation (LRCX) | 2.3 | $7.1M | 52k | 136.16 | |
| Micron Technology (MU) | 2.2 | $6.9M | 216k | 31.73 | |
| Euronet Worldwide (EEFT) | 2.1 | $6.5M | 64k | 102.37 | |
| Nxp Semiconductors N V (NXPI) | 2.1 | $6.5M | 89k | 73.27 | |
| Visa (V) | 2.0 | $6.4M | 49k | 131.94 | |
| MarketAxess Holdings (MKTX) | 1.9 | $5.9M | 28k | 211.30 | |
| Trade Desk (TTD) | 1.9 | $5.8M | 50k | 116.06 | |
| Paypal Holdings (PYPL) | 0.1 | $362k | 4.3k | 83.99 |
