Lunia Capital as of Sept. 30, 2019
Portfolio Holdings for Lunia Capital
Lunia Capital holds 33 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 |
|---|---|---|---|---|---|
| S&p Global (SPGI) | 5.3 | $15M | 63k | 244.98 | |
| Visa (V) | 5.2 | $15M | 87k | 172.01 | |
| Fiserv (FI) | 4.7 | $14M | 131k | 103.59 | |
| Genpact (G) | 4.3 | $12M | 319k | 38.75 | |
| Waste Management (WM) | 4.0 | $12M | 101k | 115.00 | |
| Godaddy Inc cl a (GDDY) | 3.9 | $11M | 172k | 65.98 | |
| Microsoft Corporation (MSFT) | 3.9 | $11M | 81k | 139.03 | |
| First American Financial (FAF) | 3.8 | $11M | 188k | 59.01 | |
| Ihs Markit | 3.8 | $11M | 165k | 66.88 | |
| Amdocs Ltd ord (DOX) | 3.6 | $11M | 160k | 66.11 | |
| Jacobs Engineering | 3.5 | $10M | 110k | 91.50 | |
| Thomson Reuters Corp | 3.2 | $9.4M | 140k | 66.88 | |
| Automatic Data Processing (ADP) | 3.2 | $9.3M | 57k | 161.42 | |
| Euronet Worldwide (EEFT) | 3.1 | $9.0M | 62k | 146.30 | |
| Black Knight | 3.1 | $9.0M | 147k | 61.06 | |
| Fidelity National Information Services (FIS) | 2.9 | $8.4M | 64k | 132.75 | |
| UniFirst Corporation (UNF) | 2.9 | $8.3M | 43k | 195.11 | |
| Global Payments (GPN) | 2.8 | $8.1M | 51k | 158.99 | |
| Facebook Inc cl a (META) | 2.8 | $8.0M | 45k | 178.07 | |
| Alphabet Inc Class C cs (GOOG) | 2.8 | $8.0M | 6.6k | 1219.01 | |
| Synopsys (SNPS) | 2.7 | $8.0M | 58k | 137.25 | |
| VMware | 2.7 | $7.9M | 53k | 150.06 | |
| salesforce (CRM) | 2.6 | $7.6M | 51k | 148.44 | |
| Copart (CPRT) | 2.5 | $7.4M | 92k | 80.33 | |
| Solarwinds Corp | 2.5 | $7.1M | 386k | 18.45 | |
| Frontdoor (FTDR) | 2.2 | $6.5M | 133k | 48.57 | |
| Transunion (TRU) | 2.2 | $6.4M | 79k | 81.11 | |
| Willis Towers Watson (WTW) | 2.1 | $6.0M | 31k | 192.97 | |
| Waste Connections (WCN) | 2.1 | $6.0M | 65k | 92.00 | |
| Tradeweb Markets (TW) | 2.0 | $5.8M | 158k | 36.98 | |
| Adobe Systems Incorporated (ADBE) | 1.5 | $4.4M | 16k | 276.26 | |
| Tyler Technologies (TYL) | 1.1 | $3.2M | 12k | 262.46 | |
| 8x8 (EGHT) | 1.1 | $3.1M | 152k | 20.72 |
