Lucha Capital Management, LP 13F Holdings

CIK 0001688171 · SAN FRANCISCO, CA

As of Sep 30, 2019, Lucha Capital Management, LP reported 27 positions worth $327.1K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
DROPBOX INCDBXTechnology1,066,569$21.5K6.58%
PURE STORAGE INCPSTGTechnology1,221,242$20.7K6.32%
HEALTHEQUITY INCHQYHealthcare338,237 9.3K5.91%
REALPAGE INCRPTechnology265,594 6.7K5.10%
NXP SEMICONDUCTORS NVNXPITechnology145,340 5.9K4.85%
ELECTRONIC ARTS INCEACommunication Services148,244 4.5K4.43%
TAKE TWO INTERACTIVE SOFTWARE INCTTWOCommunication Services108,643 3.6K4.16%
Seagate Technology Holdings PLSTXTechnology250,000 3.4K4.11%
GODADDY INCGDDYTechnology203,029 3.4K4.09%
PAYPAL HOLDINGS INCPYPLFinancial Services126,281 3.1K4.00%
ANAPLAN INCPLANTechnology250,600 1.8K3.60%
CIENA CORPCIENTechnology299,220 1.7K3.59%
EURONET WORLDWIDE INCEEFTTechnology77,934 1.4K3.49%
BOOKING HOLDINGS INCBKNGIndustrials5,698 1.2K3.42%
TWILIO INCTWLOCommunication Services98,020 0.8K3.29%
Atlassian Corp PLCTEAMTechnology83,900 0.5K3.22%
PLANTRONICS INC NEWPOLYTechnology281,580 0.5K3.21%
GARTNER INCITTechnology73,290 0.5K3.20%
S&P GLOBAL INCSPGIFinancial Services41,523 0.2K3.11%
Match Group IncMTCH2Communication Services141,285 0.1K3.09%
FAIR ISAAC CORPFICOTechnology32,158$9.8K2.98%
XILINX INCXLNXTechnology100,000$9.6K2.93%
FIDELITY NATIONAL INFORMATION SERVICES INCFISTechnology69,309$9.2K2.81%
WAYFAIR INCWConsumer Cyclical76,210$8.5K2.61%
MONGODB INCMDBTechnology58,110$7.0K2.14%