LC

Lucha Capital Management, LP

13F
Lucha Capital Management, LP
Last update 2019-11-14 27 Stocks (9 new)
Value $327.00 Mil Turnover 42 %
Countries:
Lucha Capital Management, LP Top Holdings of 2019-09-30 View Full List
Ticker
DBX
PSTG
HQY
RP
NXPI
EA
TTWO
STX PUT
GDDY
PYPL
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DBX
Dropbox Inc
1,066,569
21,513.0
New Holding
6.580
+6.58%
0.280
+1.83%
-7.19%
7,615.0
Software
PSTG
Pure Storage Inc
1,221,242
20,688.0
New Holding
6.320
+6.32%
0.410
+38.26%
-9.16%
18,237.2
Hardware
HQY
HealthEquity Inc
338,237
19,329.0
+18.75%
5.910
+0.93%
0.400
+16.73%
+1.52%
8,423.6
Healthcare Providers & Services
RP
RealPage Inc
265,594
16,695.0
-4.21%
5.100
-0.17%
0.260
+1.98%
+1.70%
9,057.6
Software
NXPI
NXP Semiconductors NV
145,340
15,860.0
New Holding
4.850
+4.85%
0.060
+31.15%
+10.75%
57,599.3
Semiconductors
EA
Electronic Arts Inc
148,244
14,501.0
-34.37%
4.430
-1.97%
0.050
+7.78%
+7.62%
39,454.7
Interactive Media
TTWO
Take-Two Interactive Software Inc
108,643
13,617.0
+11.23%
4.160
+0.42%
0.090
+10.05%
+25.53%
42,259.8
Interactive Media
STX PUT
Seagate Technology Holdings PLC
250,000
13,448.0
0%
4.110
0%
0.110
+95.55%
+72.14%
31,109.0
Hardware
GDDY
GoDaddy Inc
203,029
13,396.0
-22.93%
4.090
-1.06%
0.120
-0.46%
-14.17%
24,137.5
Software
PYPL
PayPal Holdings Inc
126,281
13,081.0
-21.98%
4.000
-1.02%
0.010
+23.74%
-10.95%
73,912.5
Credit Services

Lucha Capital Management, LP's Historical Top Holdings Breakdowns

Lucha Capital Management, LP Total Holding History ($B)

To

Lucha Capital Management, LP's Asset Allocation

To

Lucha Capital Management, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Lucha Capital Management, LP's Hypothetical Growth since 2019-09-30

Lucha Capital Management, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Lucha Capital Management, LP's Holdings Heat Map

Size field:

Lucha Capital Management, LP's Holdings Bubble Chart

Lucha Capital Management, LP News

  • 1

Discussions on Lucha Capital Management, LP

No discussions yet.