Lunia Capital

Lunia Capital as of March 31, 2020

Portfolio Holdings for Lunia Capital

Lunia Capital holds 35 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 12.4 $37M 142k 257.75
Vanguard Information Technology ETF (VGT) 9.3 $28M 130k 211.90
S&p Global (SPGI) 4.1 $12M 50k 245.04
Amazon (AMZN) 4.1 $12M 6.2k 1949.80
Microsoft Corporation (MSFT) 3.7 $11M 70k 157.71
Paypal Holdings (PYPL) 3.5 $10M 108k 95.74
Thomson Reuters Corp 3.4 $10M 149k 67.86
Fiserv (FI) 3.3 $9.8M 103k 94.99
Fidelity National Information Services (FIS) 3.1 $9.2M 75k 121.63
salesforce (CRM) 3.1 $9.1M 64k 143.97
Global Payments (GPN) 2.7 $8.1M 56k 144.23
Cadence Design Systems (CDNS) 2.7 $8.0M 121k 66.04
Tradeweb Markets (TW) 2.7 $8.0M 190k 42.04
Transunion (TRU) 2.7 $8.0M 120k 66.18
Tyler Technologies (TYL) 2.7 $8.0M 27k 296.55
Black Knight 2.6 $7.6M 131k 58.06
Copart (CPRT) 2.5 $7.4M 108k 68.52
Atlassian Corp Plc cl a 2.5 $7.4M 54k 137.25
Netflix (NFLX) 2.4 $7.2M 19k 375.52
Godaddy Inc cl a (GDDY) 2.4 $7.1M 124k 57.11
Adobe Systems Incorporated (ADBE) 2.3 $6.8M 21k 318.26
Waste Management (WM) 2.3 $6.7M 72k 92.56
Verisign (VRSN) 2.2 $6.6M 36k 180.08
Gartner (IT) 2.2 $6.4M 65k 99.57
Aon 2.2 $6.4M 39k 165.04
Oracle Corporation (ORCL) 1.9 $5.7M 118k 48.33
Uber Technologies (UBER) 1.9 $5.7M 204k 27.92
Jacobs Engineering 1.8 $5.4M 68k 79.27
Fnf (FNF) 1.5 $4.5M 183k 24.88
Booz Allen Hamilton Holding Corporation (BAH) 1.5 $4.4M 64k 68.64
Alphabet Inc Class C cs (GOOG) 1.1 $3.4M 2.9k 1162.78
Booking Holdings (BKNG) 1.1 $3.3M 2.4k 1345.30
CACI International (CACI) 0.8 $2.5M 12k 211.15
Genpact (G) 0.7 $2.1M 71k 29.20
First American Financial (FAF) 0.5 $1.4M 34k 42.42