Lunia Capital as of Sept. 30, 2020
Portfolio Holdings for Lunia Capital
Lunia Capital holds 33 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FTI Consulting (FCN) | 4.6 | $11M | 99k | 105.97 | |
| Godaddy Cl A (GDDY) | 4.6 | $11M | 138k | 75.97 | |
| Paypal Holdings (PYPL) | 4.5 | $10M | 52k | 197.02 | |
| Copart (CPRT) | 4.3 | $9.9M | 94k | 105.16 | |
| Caci Intl Cl A (CACI) | 4.1 | $9.4M | 44k | 213.17 | |
| Thomson Reuters Corp. Com New | 4.0 | $9.0M | 113k | 79.77 | |
| Verisign (VRSN) | 3.9 | $9.0M | 44k | 204.84 | |
| Ihs Markit SHS | 3.9 | $8.9M | 113k | 78.51 | |
| Visa Com Cl A (V) | 3.8 | $8.7M | 44k | 199.97 | |
| Transunion (TRU) | 3.7 | $8.4M | 100k | 84.13 | |
| Fiserv (FI) | 3.7 | $8.4M | 81k | 103.05 | |
| Genpact SHS (G) | 3.5 | $8.0M | 205k | 38.95 | |
| Amazon (AMZN) | 3.4 | $7.7M | 2.4k | 3148.85 | |
| Microsoft Corporation (MSFT) | 3.3 | $7.5M | 36k | 210.33 | |
| Broadridge Financial Solutions (BR) | 3.1 | $7.1M | 54k | 131.99 | |
| Black Knight | 3.1 | $7.0M | 81k | 87.05 | |
| KAR Auction Services (KAR) | 2.8 | $6.3M | 439k | 14.40 | |
| WNS HLDGS Spon Adr | 2.7 | $6.2M | 97k | 63.96 | |
| Gartner (IT) | 2.7 | $6.2M | 50k | 124.94 | |
| eBay (EBAY) | 2.7 | $6.2M | 119k | 52.10 | |
| Cadence Design Systems (CDNS) | 2.7 | $6.2M | 58k | 106.64 | |
| Global Payments (GPN) | 2.6 | $6.0M | 34k | 177.59 | |
| S&p Global (SPGI) | 2.6 | $5.9M | 16k | 360.57 | |
| Adobe Systems Incorporated (ADBE) | 2.5 | $5.7M | 12k | 490.42 | |
| Booking Holdings (BKNG) | 2.4 | $5.4M | 3.2k | 1710.68 | |
| UniFirst Corporation (UNF) | 2.3 | $5.2M | 27k | 189.38 | |
| Fidelity National Information Services (FIS) | 2.2 | $4.9M | 34k | 147.22 | |
| Pinterest Cl A (PINS) | 2.2 | $4.9M | 118k | 41.51 | |
| Sap Se Spon Adr (SAP) | 2.1 | $4.9M | 31k | 155.80 | |
| Uber Technologies (UBER) | 2.0 | $4.7M | 128k | 36.48 | |
| Mantech Intl Corp Cl A | 1.9 | $4.4M | 64k | 68.88 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $3.4M | 2.3k | 1469.62 | |
| salesforce (CRM) | 0.8 | $1.7M | 7.0k | 251.26 |
