Lunia Capital LP Buys PayPal Holdings Inc, Cintas Corp, Booking Holdings Inc, Sells IHS Markit, Black Knight Inc, UniFirst Corp

• New Purchases: PYPL, CTAS, BKNG, LYFT, SERV, FTNT, TEAM,
• Added Positions: ADBE, TYL, FIS, TRU, GOOG, TRI, CPRT, VMW, TW, EEFT, SWI, GDDY, FB, FAF, WLTW, WM, ADP,
• Reduced Positions: DOX, FISV, V, SPGI, J, G, MSFT, GPN,
• Sold Out: INFO, BKI, UNF, SNPS, FTDR, WCN, EGHT,

For the details of Lunia Capital LP's stock buys and sells, go to https://www.gurufocus.com/guru/lunia+capital+lp/current-portfolio/portfolio

1. S&P Global Inc (SPGI) - 49,510 shares, 4.37% of the total portfolio. Shares reduced by 20.98%
2. GoDaddy Inc (GDDY) - 180,088 shares, 3.96% of the total portfolio. Shares added by 4.47%
3. Microsoft Corp (MSFT) - 75,598 shares, 3.86% of the total portfolio. Shares reduced by 6.34%
4. PayPal Holdings Inc (PYPL) - 110,437 shares, 3.86% of the total portfolio. New Position
5. Waste Management Inc (WM) - 102,983 shares, 3.80% of the total portfolio. Shares added by 2.09%

Lunia Capital LP initiated holding in PayPal Holdings Inc. The purchase prices were between $96.64 and $109.75, with an estimated average price of $104.36. The stock is now traded at around $122.99. The impact to a portfolio due to this purchase was 3.86%. The holding were 110,437 shares as of .

Lunia Capital LP initiated holding in Cintas Corp. The purchase prices were between $250.87 and $276.26, with an estimated average price of $263.12. The stock is now traded at around $300.88. The impact to a portfolio due to this purchase was 3.14%. The holding were 36,098 shares as of .

Lunia Capital LP initiated holding in Booking Holdings Inc. The purchase prices were between $1838.03 and $2072.54, with an estimated average price of $1963.19. The stock is now traded at around $1990.96. The impact to a portfolio due to this purchase was 3.09%. The holding were 4,652 shares as of .

Lunia Capital LP initiated holding in Lyft Inc. The purchase prices were between $37.7 and $49.37, with an estimated average price of $44.02. The stock is now traded at around $44.69. The impact to a portfolio due to this purchase was 3.04%. The holding were 218,628 shares as of .

Lunia Capital LP initiated holding in ServiceMaster Global Holdings Inc. The purchase prices were between $33.98 and $56.9, with an estimated average price of $42.22. The stock is now traded at around $37.66. The impact to a portfolio due to this purchase was 2.19%. The holding were 175,068 shares as of .

Lunia Capital LP initiated holding in Fortinet Inc. The purchase prices were between $75.65 and $109.53, with an estimated average price of $94.75. The stock is now traded at around $119.19. The impact to a portfolio due to this purchase was 1.73%. The holding were 50,050 shares as of .

Lunia Capital LP added to a holding in Adobe Inc by 118.38%. The purchase prices were between $261.09 and $331.2, with an estimated average price of $295.33. The stock is now traded at around $379.67. The impact to a portfolio due to this purchase was 2.01%. The holding were 34,639 shares as of .

Lunia Capital LP added to a holding in Tyler Technologies Inc by 63.55%. The purchase prices were between $257.86 and $300.57, with an estimated average price of $279.27. The stock is now traded at around $338.25. The impact to a portfolio due to this purchase was 0.75%. The holding were 19,946 shares as of .

Lunia Capital LP added to a holding in Fidelity National Information Services Inc by 22.34%. The purchase prices were between $125.44 and $139.75, with an estimated average price of $134.26. The stock is now traded at around $157.44. The impact to a portfolio due to this purchase was 0.64%. The holding were 77,796 shares as of .

Lunia Capital LP added to a holding in TransUnion by 28.85%. The purchase prices were between $78.24 and $87, with an estimated average price of $83.39. The stock is now traded at around $98.13. The impact to a portfolio due to this purchase was 0.63%. The holding were 101,243 shares as of .

Lunia Capital LP sold out a holding in IHS Markit Ltd. The sale prices were between $65.65 and $75.64, with an estimated average price of $71.3.

Lunia Capital LP sold out a holding in Black Knight Inc. The sale prices were between $56.66 and $64.48, with an estimated average price of $61.99.

Lunia Capital LP sold out a holding in UniFirst Corp. The sale prices were between $186.54 and $212.75, with an estimated average price of $203.07.

Lunia Capital LP sold out a holding in Synopsys Inc. The sale prices were between $131.61 and $141.77, with an estimated average price of $137.28.

Lunia Capital LP sold out a holding in Frontdoor Inc. The sale prices were between $42.74 and $51.49, with an estimated average price of $46.81.

Lunia Capital LP sold out a holding in Waste Connections Inc. The sale prices were between $88.5 and $94.2, with an estimated average price of $90.8.

Lunia Capital LP reduced to a holding in Amdocs Ltd by 56.06%. The sale prices were between $64.42 and $72.68, with an estimated average price of $68.22. The stock is now traded at around $73.29. The impact to a portfolio due to this sale was -2.05%. Lunia Capital LP still held 70,418 shares as of .

Lunia Capital LP reduced to a holding in Fiserv Inc by 40.12%. The sale prices were between $100.79 and $117.08, with an estimated average price of $110.71. The stock is now traded at around $122.32. The impact to a portfolio due to this sale was -1.88%. Lunia Capital LP still held 78,581 shares as of .

Lunia Capital LP reduced to a holding in Visa Inc by 29.25%. The sale prices were between $169.83 and $189.39, with an estimated average price of $180.44. The stock is now traded at around $210.29. The impact to a portfolio due to this sale was -1.51%. Lunia Capital LP still held 61,622 shares as of .