Lucha Capital Management as of Sept. 30, 2019
Portfolio Holdings for Lucha Capital Management
Lucha Capital Management holds 27 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dropbox Cl A (DBX) | 6.6 | $22M | 1.1M | 20.17 | |
| Pure Storage Cl A (PSTG) | 6.3 | $21M | 1.2M | 16.94 | |
| Healthequity (HQY) | 5.9 | $19M | 338k | 57.15 | |
| RealPage | 5.1 | $17M | 266k | 62.86 | |
| Nxp Semiconductors N V (NXPI) | 4.8 | $16M | 145k | 109.12 | |
| Electronic Arts (EA) | 4.4 | $15M | 148k | 97.82 | |
| Take-Two Interactive Software (TTWO) | 4.2 | $14M | 109k | 125.34 | |
| Seagate Technology SHS Put Option | 4.1 | $13M | 250k | 53.79 | |
| Godaddy Cl A (GDDY) | 4.1 | $13M | 203k | 65.98 | |
| Paypal Holdings (PYPL) | 4.0 | $13M | 126k | 103.59 | |
| Anaplan | 3.6 | $12M | 251k | 47.00 | |
| Ciena Corp Com New (CIEN) | 3.6 | $12M | 299k | 39.23 | |
| Euronet Worldwide (EEFT) | 3.5 | $11M | 78k | 146.30 | |
| Booking Holdings (BKNG) | 3.4 | $11M | 5.7k | 1962.62 | |
| Twilio Cl A (TWLO) | 3.3 | $11M | 98k | 109.96 | |
| Atlassian Corp Cl A | 3.2 | $11M | 84k | 125.44 | |
| Plantronics | 3.2 | $11M | 282k | 37.32 | |
| Gartner (IT) | 3.2 | $11M | 73k | 142.99 | |
| S&p Global (SPGI) | 3.1 | $10M | 42k | 244.97 | |
| Match | 3.1 | $10M | 141k | 71.44 | |
| Fair Isaac Corporation (FICO) | 3.0 | $9.8M | 32k | 303.53 | |
| Xilinx Put Option | 2.9 | $9.6M | 100k | 95.90 | |
| Fidelity National Information Services (FIS) | 2.8 | $9.2M | 69k | 132.75 | |
| Wayfair Cl A (W) | 2.6 | $8.5M | 76k | 112.12 | |
| Mongodb Cl A (MDB) | 2.1 | $7.0M | 58k | 120.48 | |
| Akamai Technologies (AKAM) | 2.0 | $6.4M | 70k | 91.38 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.8 | $5.9M | 101k | 58.31 |
