Lunia Capital

Lunia Capital as of June 30, 2018

Portfolio Holdings for Lunia Capital

Lunia Capital holds 32 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
Visa (V) 4.9 $26M 197k 132.45
Facebook Inc cl a (META) 4.7 $25M 131k 194.32
CommVault Systems (CVLT) 4.7 $25M 380k 65.85
Ss&c Technologies Holding (SSNC) 4.4 $24M 455k 51.90
LKQ Corporation (LKQ) 4.4 $23M 735k 31.90
Aramark Hldgs (ARMK) 4.3 $23M 620k 37.10
Fidelity National Information Services (FIS) 4.2 $23M 216k 106.03
Worldpay Ord 4.2 $23M 277k 81.78
Dxc Technology (DXC) 4.1 $22M 276k 80.61
Godaddy Inc cl a (GDDY) 3.9 $21M 300k 70.60
Transunion (TRU) 3.9 $21M 292k 71.64
Ihs Markit 3.8 $21M 399k 51.59
Lowe's Companies (LOW) 3.6 $20M 204k 95.57
S&p Global (SPGI) 3.6 $19M 95k 203.89
Wright Express (WEX) 3.6 $19M 101k 190.48
Automatic Data Processing (ADP) 3.4 $19M 138k 134.14
Microsoft Corporation (MSFT) 3.4 $18M 186k 98.61
Gartner (IT) 3.0 $16M 121k 132.90
Intuit (INTU) 2.9 $16M 77k 204.31
First American Financial (FAF) 2.8 $15M 290k 51.72
Total System Services 2.8 $15M 176k 84.52
Paychex (PAYX) 2.7 $15M 213k 68.35
Alliance Data Systems Corporation (BFH) 2.4 $13M 56k 233.20
Nielsen Hldgs Plc Shs Eur 2.2 $12M 377k 30.93
eBay (EBAY) 2.1 $11M 305k 36.26
Dell Technologies Inc Class V equity 1.8 $9.8M 116k 84.58
Sabre (SABR) 1.7 $9.2M 373k 24.64
Verisk Analytics (VRSK) 1.7 $9.0M 84k 107.64
Leidos Holdings (LDOS) 1.5 $8.3M 141k 59.00
Papa John's Int'l (PZZA) 1.4 $7.7M 152k 50.72
Us Foods Hldg Corp call (USFD) 1.0 $5.4M 143k 37.82
Tractor Supply Company (TSCO) 0.9 $4.7M 62k 76.49