Lunia Capital as of Dec. 31, 2018
Portfolio Holdings for Lunia Capital
Lunia Capital holds 35 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 |
|---|---|---|---|---|---|
| Visa (V) | 5.2 | $24M | 178k | 131.94 | |
| Fidelity National Information Services (FIS) | 4.6 | $21M | 202k | 102.55 | |
| Amdocs Ltd ord (DOX) | 4.5 | $21M | 353k | 58.58 | |
| S&p Global (SPGI) | 4.2 | $19M | 114k | 169.94 | |
| Global Payments (GPN) | 4.1 | $19M | 182k | 103.13 | |
| Automatic Data Processing (ADP) | 4.0 | $18M | 140k | 131.12 | |
| Synopsys (SNPS) | 4.0 | $18M | 218k | 84.24 | |
| Leidos Holdings (LDOS) | 3.8 | $17M | 330k | 52.72 | |
| Microsoft Corporation (MSFT) | 3.8 | $17M | 168k | 101.57 | |
| Alphabet Inc Class C cs (GOOG) | 3.7 | $17M | 16k | 1035.60 | |
| Transunion (TRU) | 3.7 | $17M | 294k | 56.80 | |
| Gartner (IT) | 3.7 | $17M | 130k | 127.84 | |
| CommVault Systems (CVLT) | 3.7 | $17M | 282k | 59.09 | |
| LKQ Corporation (LKQ) | 3.6 | $16M | 687k | 23.73 | |
| Lowe's Companies (LOW) | 3.5 | $16M | 170k | 92.36 | |
| Cintas Corporation (CTAS) | 3.5 | $16M | 93k | 167.99 | |
| Thomson Reuters Corp | 3.4 | $15M | 317k | 48.31 | |
| Worldpay Ord | 3.4 | $15M | 199k | 76.43 | |
| Ishares Tr usa min vo (USMV) | 3.1 | $14M | 267k | 52.40 | |
| Ihs Markit | 2.9 | $13M | 271k | 47.97 | |
| Aramark Hldgs (ARMK) | 2.7 | $12M | 423k | 28.97 | |
| Interpublic Group of Companies (IPG) | 2.4 | $11M | 538k | 20.63 | |
| Godaddy Inc cl a (GDDY) | 2.4 | $11M | 166k | 65.62 | |
| Paychex (PAYX) | 2.4 | $11M | 167k | 65.15 | |
| Jacobs Engineering | 2.2 | $9.9M | 170k | 58.46 | |
| Adobe Systems Incorporated (ADBE) | 2.0 | $8.9M | 40k | 226.24 | |
| Waste Connections (WCN) | 1.6 | $7.2M | 97k | 74.25 | |
| First American Financial (FAF) | 1.3 | $6.1M | 136k | 44.64 | |
| Dxc Technology (DXC) | 1.3 | $6.0M | 112k | 53.17 | |
| salesforce (CRM) | 1.3 | $5.8M | 42k | 136.97 | |
| Black Knight | 1.3 | $5.8M | 128k | 45.06 | |
| Nielsen Hldgs Plc Shs Eur | 1.2 | $5.4M | 232k | 23.33 | |
| Paypal Holdings (PYPL) | 0.9 | $4.2M | 49k | 84.09 | |
| Elastic N V ord (ESTC) | 0.5 | $2.1M | 29k | 71.48 | |
| Stewart Information Services Corporation (STC) | 0.4 | $2.0M | 49k | 41.40 |
