Lunia Capital as of Dec. 31, 2019
Portfolio Holdings for Lunia Capital
Lunia Capital holds 33 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| S&p Global (SPGI) | 4.4 | $14M | 50k | 273.06 | |
| Godaddy Inc cl a (GDDY) | 4.0 | $12M | 180k | 67.92 | |
| Microsoft Corporation (MSFT) | 3.9 | $12M | 76k | 157.70 | |
| Paypal Holdings (PYPL) | 3.9 | $12M | 110k | 108.17 | |
| Waste Management (WM) | 3.8 | $12M | 103k | 113.96 | |
| Visa (V) | 3.8 | $12M | 62k | 187.90 | |
| Adobe Systems Incorporated (ADBE) | 3.7 | $11M | 35k | 329.80 | |
| Thomson Reuters Corp | 3.7 | $11M | 160k | 71.60 | |
| First American Financial (FAF) | 3.7 | $11M | 195k | 58.32 | |
| Genpact (G) | 3.6 | $11M | 261k | 42.17 | |
| Fidelity National Information Services (FIS) | 3.5 | $11M | 78k | 139.09 | |
| Euronet Worldwide (EEFT) | 3.4 | $11M | 67k | 157.56 | |
| Alphabet Inc Class C cs (GOOG) | 3.3 | $10M | 7.6k | 1336.96 | |
| Automatic Data Processing (ADP) | 3.2 | $10M | 59k | 170.50 | |
| Cintas Corporation (CTAS) | 3.1 | $9.7M | 36k | 269.07 | |
| Facebook Inc cl a (META) | 3.1 | $9.7M | 47k | 205.25 | |
| Booking Holdings (BKNG) | 3.1 | $9.6M | 4.7k | 2053.74 | |
| Copart (CPRT) | 3.1 | $9.5M | 104k | 90.94 | |
| Lyft (LYFT) | 3.0 | $9.4M | 219k | 43.02 | |
| Global Payments (GPN) | 2.9 | $9.1M | 50k | 182.57 | |
| Fiserv (FI) | 2.9 | $9.1M | 79k | 115.63 | |
| VMware | 2.9 | $9.0M | 60k | 151.79 | |
| Transunion (TRU) | 2.8 | $8.7M | 101k | 85.61 | |
| Tradeweb Markets (TW) | 2.7 | $8.3M | 179k | 46.35 | |
| salesforce (CRM) | 2.7 | $8.2M | 51k | 162.65 | |
| Solarwinds Corp | 2.5 | $7.7M | 413k | 18.55 | |
| Jacobs Engineering | 2.2 | $6.8M | 76k | 89.83 | |
| Servicemaster Global | 2.2 | $6.8M | 175k | 38.66 | |
| Willis Towers Watson (WTW) | 2.2 | $6.7M | 33k | 201.94 | |
| Tyler Technologies (TYL) | 1.9 | $6.0M | 20k | 300.01 | |
| Fortinet (FTNT) | 1.7 | $5.3M | 50k | 106.75 | |
| Amdocs Ltd ord (DOX) | 1.6 | $5.1M | 70k | 72.18 | |
| Atlassian Corp Plc cl a | 1.6 | $4.9M | 40k | 120.35 |
