Lunia Capital as of March 31, 2019
Portfolio Holdings for Lunia Capital
Lunia Capital holds 34 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 5.7 | $27M | 172k | 156.19 | |
| S&p Global (SPGI) | 5.5 | $26M | 123k | 210.55 | |
| Synopsys (SNPS) | 4.9 | $23M | 199k | 115.15 | |
| Fiserv (FI) | 4.6 | $21M | 243k | 88.28 | |
| Waste Connections (WCN) | 4.6 | $21M | 242k | 88.59 | |
| Cintas Corporation (CTAS) | 4.4 | $21M | 102k | 202.11 | |
| Worldpay Ord | 3.8 | $18M | 157k | 113.50 | |
| Automatic Data Processing (ADP) | 3.6 | $17M | 106k | 159.73 | |
| Microsoft Corporation (MSFT) | 3.6 | $17M | 142k | 117.94 | |
| Thomson Reuters Corp | 3.6 | $17M | 283k | 59.20 | |
| Transunion (TRU) | 3.4 | $16M | 242k | 66.84 | |
| Black Knight | 3.4 | $16M | 292k | 54.50 | |
| Jacobs Engineering | 3.4 | $16M | 209k | 75.19 | |
| Godaddy Inc cl a (GDDY) | 3.1 | $15M | 196k | 75.19 | |
| Leidos Holdings (LDOS) | 3.1 | $15M | 229k | 64.09 | |
| Alphabet Inc Class C cs (GOOG) | 3.1 | $15M | 12k | 1173.27 | |
| Amdocs Ltd ord (DOX) | 3.0 | $14M | 263k | 54.11 | |
| LKQ Corporation (LKQ) | 3.0 | $14M | 498k | 28.38 | |
| First American Financial (FAF) | 3.0 | $14M | 273k | 51.50 | |
| Global Payments (GPN) | 2.9 | $14M | 101k | 136.52 | |
| Ihs Markit | 2.8 | $13M | 239k | 54.38 | |
| salesforce (CRM) | 2.6 | $12M | 79k | 158.37 | |
| Total System Services | 2.4 | $11M | 120k | 95.01 | |
| Genpact (G) | 2.2 | $10M | 291k | 35.18 | |
| Adobe Systems Incorporated (ADBE) | 2.2 | $10M | 38k | 266.48 | |
| Euronet Worldwide (EEFT) | 2.0 | $9.2M | 65k | 142.59 | |
| Cognizant Technology Solutions (CTSH) | 1.9 | $9.0M | 124k | 72.45 | |
| Lowe's Companies (LOW) | 1.6 | $7.3M | 66k | 109.48 | |
| CommVault Systems (CVLT) | 1.5 | $7.2M | 111k | 64.74 | |
| Fnf (FNF) | 1.4 | $6.5M | 179k | 36.55 | |
| Omni (OMC) | 1.2 | $5.7M | 79k | 72.99 | |
| Ishares Tr usa min vo (USMV) | 1.1 | $5.2M | 88k | 58.80 | |
| Facebook Inc cl a (META) | 0.9 | $4.1M | 25k | 166.69 | |
| Nielsen Hldgs Plc Shs Eur | 0.5 | $2.4M | 102k | 23.67 |
