LC
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Lucha Capital Management, LP13F | |
Lucha Capital Management, LP | |
Last update 2019-11-14 | 27 Stocks (9 new) |
Value $327.00 Mil | Turnover 42 % |
Lucha Capital Management, LP Top Holdings of 2019-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
DBX | Dropbox Inc | 1,066,569 | 21,513.0 | New Holding | 6.580 | +6.58% | 0.280 | +2.40% | -6.29% | 7,688.8 | Software | |
PSTG | Pure Storage Inc | 1,221,242 | 20,688.0 | New Holding | 6.320 | +6.32% | 0.410 | +34.18% | -6.69% | 18,734.0 | Hardware | |
HQY | HealthEquity Inc | 338,237 | 19,329.0 | +18.75% | 5.910 | +0.93% | 0.400 | +12.58% | +1.00% | 8,380.3 | Healthcare Providers & Services | |
RP | RealPage Inc | 265,594 | 16,695.0 | -4.21% | 5.100 | -0.17% | 0.260 | +1.98% | +1.70% | 9,057.6 | Software | |
NXPI | NXP Semiconductors NV | 145,340 | 15,860.0 | New Holding | 4.850 | +4.85% | 0.060 | +24.82% | +9.15% | 56,768.2 | Semiconductors | |
EA | Electronic Arts Inc | 148,244 | 14,501.0 | -34.37% | 4.430 | -1.97% | 0.050 | +7.10% | +5.37% | 38,628.0 | Interactive Media | |
TTWO | Take-Two Interactive Software Inc | 108,643 | 13,617.0 | +11.23% | 4.160 | +0.42% | 0.090 | +7.23% | +24.26% | 41,831.8 | Interactive Media | |
STX
PUT
| Seagate Technology Holdings PLC | 250,000 | 13,448.0 | 0% | 4.110 | 0% | 0.110 | +96.66% | +79.39% | 32,418.3 | Hardware | |
GDDY | GoDaddy Inc | 203,029 | 13,396.0 | -22.93% | 4.090 | -1.06% | 0.120 | -6.11% | -15.32% | 23,814.1 | Software | |
PYPL | PayPal Holdings Inc | 126,281 | 13,081.0 | -21.98% | 4.000 | -1.02% | 0.010 | +22.73% | -10.18% | 74,554.4 | Credit Services |
Lucha Capital Management, LP's Historical Top Holdings Breakdowns
Lucha Capital Management, LP Total Holding History ($B)
Lucha Capital Management, LP's Asset Allocation
Lucha Capital Management, LP Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Lucha Capital Management, LP's Hypothetical Growth since 2019-09-30
Lucha Capital Management, LP's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Lucha Capital Management, LP's Holdings Heat Map
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Lucha Capital Management, LP's Holdings Bubble Chart
Lucha Capital Management, LP News
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