Lunia Capital as of June 30, 2020
Portfolio Holdings for Lunia Capital
Lunia Capital holds 31 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paypal Holdings (PYPL) | 5.9 | $12M | 70k | 174.23 | |
| Microsoft Corporation (MSFT) | 4.9 | $10M | 50k | 203.50 | |
| eBay (EBAY) | 4.7 | $9.7M | 185k | 52.45 | |
| Thomson Reuters Corp. Com New | 4.3 | $9.0M | 132k | 67.97 | |
| FTI Consulting (FCN) | 4.3 | $8.9M | 77k | 114.55 | |
| Ihs Markit SHS | 4.1 | $8.5M | 112k | 75.50 | |
| Cadence Design Systems (CDNS) | 3.9 | $8.1M | 84k | 95.96 | |
| Caci Intl Cl A (CACI) | 3.9 | $8.1M | 37k | 216.87 | |
| Verisign Inc cs | 3.9 | $8.0M | 39k | 206.82 | |
| Godaddy Cl A (GDDY) | 3.9 | $8.0M | 109k | 73.33 | |
| Broadridge Financial Solutions (BR) | 3.8 | $8.0M | 63k | 126.20 | |
| Copart (CPRT) | 3.8 | $7.8M | 94k | 83.27 | |
| Transunion (TRU) | 3.7 | $7.7M | 89k | 87.04 | |
| Fidelity National Information Services (FIS) | 3.7 | $7.6M | 57k | 134.10 | |
| Amazon (AMZN) | 3.5 | $7.3M | 2.6k | 2758.91 | |
| Adobe Systems Incorporated (ADBE) | 3.4 | $7.0M | 16k | 435.32 | |
| salesforce (CRM) | 3.4 | $6.9M | 37k | 187.33 | |
| Genpact SHS (G) | 3.1 | $6.4M | 176k | 36.52 | |
| Black Knight | 3.1 | $6.4M | 88k | 72.56 | |
| Global Payments (GPN) | 2.9 | $6.1M | 36k | 169.63 | |
| Fiserv (FI) | 2.7 | $5.5M | 57k | 97.62 | |
| WNS HLDGS Spon Adr | 2.7 | $5.5M | 100k | 54.98 | |
| KAR Auction Services (KAR) | 2.6 | $5.5M | 399k | 13.76 | |
| Paychex (PAYX) | 2.6 | $5.4M | 71k | 75.75 | |
| S&p Global (SPGI) | 2.2 | $4.6M | 14k | 329.46 | |
| Fair Isaac Corporation (FICO) | 2.0 | $4.2M | 10k | 418.09 | |
| Gartner (IT) | 1.8 | $3.6M | 30k | 121.34 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $3.4M | 2.4k | 1413.55 | |
| Booking Holdings (BKNG) | 1.6 | $3.4M | 2.1k | 1592.40 | |
| Insperity (NSP) | 1.4 | $2.9M | 45k | 64.73 | |
| Robert Half International (RHI) | 0.5 | $1.1M | 21k | 52.84 |
