Lunia Capital as of Dec. 31, 2020
Portfolio Holdings for Lunia Capital
Lunia Capital holds 33 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 4.5 | $12M | 6.7k | 1751.86 | |
| Automatic Data Processing (ADP) | 4.4 | $12M | 66k | 176.20 | |
| Fiserv (FI) | 4.4 | $11M | 100k | 113.86 | |
| Microsoft Corporation (MSFT) | 4.3 | $11M | 51k | 222.42 | |
| Verisign (VRSN) | 4.2 | $11M | 50k | 216.40 | |
| Copart (CPRT) | 4.2 | $11M | 85k | 127.25 | |
| Visa Com Cl A (V) | 4.0 | $11M | 48k | 218.72 | |
| Godaddy Cl A (GDDY) | 3.9 | $10M | 123k | 82.95 | |
| Thomson Reuters Corp. Com New | 3.9 | $10M | 123k | 81.89 | |
| Broadridge Financial Solutions (BR) | 3.8 | $10M | 65k | 153.20 | |
| Transunion (TRU) | 3.8 | $9.8M | 98k | 99.22 | |
| Ihs Markit SHS | 3.6 | $9.3M | 103k | 89.83 | |
| WNS HLDGS Spon Adr | 3.6 | $9.3M | 129k | 72.05 | |
| Gartner (IT) | 3.6 | $9.3M | 58k | 160.18 | |
| Amazon (AMZN) | 3.1 | $8.0M | 2.5k | 3256.83 | |
| Tradeweb Mkts Cl A (TW) | 3.0 | $7.9M | 127k | 62.45 | |
| Black Knight | 2.8 | $7.3M | 82k | 88.35 | |
| Autodesk (ADSK) | 2.6 | $6.8M | 22k | 305.32 | |
| Pinterest Cl A (PINS) | 2.6 | $6.8M | 104k | 65.90 | |
| Genpact SHS (G) | 2.6 | $6.7M | 163k | 41.36 | |
| Palo Alto Networks (PANW) | 2.6 | $6.7M | 19k | 355.39 | |
| Adobe Systems Incorporated (ADBE) | 2.5 | $6.5M | 13k | 500.15 | |
| Uber Technologies (UBER) | 2.5 | $6.4M | 126k | 51.00 | |
| KAR Auction Services (KAR) | 2.4 | $6.2M | 334k | 18.61 | |
| Caci Intl Cl A (CACI) | 2.3 | $6.1M | 24k | 249.33 | |
| Cintas Corporation (CTAS) | 2.3 | $5.9M | 17k | 353.45 | |
| Global Payments (GPN) | 2.1 | $5.5M | 25k | 215.43 | |
| FTI Consulting (FCN) | 2.1 | $5.4M | 49k | 111.71 | |
| Manpower (MAN) | 2.1 | $5.4M | 60k | 90.18 | |
| Terminix Global Holdings | 1.8 | $4.8M | 93k | 51.01 | |
| Interpublic Group of Companies (IPG) | 1.6 | $4.3M | 181k | 23.52 | |
| Airbnb Com Cl A (ABNB) | 1.5 | $4.0M | 27k | 146.80 | |
| eBay (EBAY) | 1.4 | $3.6M | 71k | 50.24 |
