Lunia Capital as of June 30, 2019
Portfolio Holdings for Lunia Capital
Lunia Capital holds 32 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 5.3 | $15M | 84k | 173.55 | |
| Fiserv (FI) | 5.2 | $14M | 156k | 91.16 | |
| S&p Global (SPGI) | 5.0 | $14M | 60k | 227.80 | |
| Worldpay Ord | 4.7 | $13M | 104k | 122.55 | |
| Black Knight | 4.6 | $13M | 207k | 60.15 | |
| Synopsys (SNPS) | 4.2 | $12M | 89k | 128.69 | |
| Waste Connections (WCN) | 4.0 | $11M | 114k | 95.58 | |
| Microsoft Corporation (MSFT) | 3.8 | $10M | 77k | 133.96 | |
| Genpact (G) | 3.7 | $10M | 266k | 38.09 | |
| Godaddy Inc cl a (GDDY) | 3.6 | $9.9M | 142k | 70.15 | |
| Jacobs Engineering | 3.6 | $9.9M | 117k | 84.39 | |
| Ihs Markit | 3.2 | $8.8M | 138k | 63.72 | |
| Thomson Reuters Corp | 3.2 | $8.7M | 135k | 64.46 | |
| Global Payments (GPN) | 3.2 | $8.7M | 54k | 160.12 | |
| First American Financial (FAF) | 3.1 | $8.4M | 156k | 53.70 | |
| Solarwinds Corp | 3.1 | $8.4M | 456k | 18.34 | |
| Amdocs Ltd ord (DOX) | 3.0 | $8.3M | 134k | 62.09 | |
| Automatic Data Processing (ADP) | 2.8 | $7.7M | 47k | 165.32 | |
| CoreLogic | 2.8 | $7.7M | 185k | 41.83 | |
| Leidos Holdings (LDOS) | 2.8 | $7.7M | 97k | 79.85 | |
| Adobe Systems Incorporated (ADBE) | 2.8 | $7.6M | 26k | 294.64 | |
| salesforce (CRM) | 2.7 | $7.5M | 49k | 151.73 | |
| Euronet Worldwide (EEFT) | 2.7 | $7.4M | 44k | 168.24 | |
| Facebook Inc cl a (META) | 2.6 | $7.2M | 37k | 193.00 | |
| Fnf (FNF) | 2.1 | $5.8M | 145k | 40.30 | |
| Sabre (SABR) | 2.1 | $5.7M | 259k | 22.20 | |
| Alphabet Inc Class C cs (GOOG) | 2.1 | $5.6M | 5.2k | 1080.92 | |
| Transunion (TRU) | 2.0 | $5.4M | 74k | 73.50 | |
| CoStar (CSGP) | 1.7 | $4.8M | 8.6k | 554.09 | |
| Cintas Corporation (CTAS) | 1.5 | $4.1M | 17k | 237.29 | |
| Interpublic Group of Companies (IPG) | 1.4 | $3.7M | 166k | 22.59 | |
| Waste Management (WM) | 1.4 | $3.7M | 32k | 115.36 |
