Lucha Capital Management, LP Buys Autodesk Inc, Glu Mobile Inc, Activision Blizzard Inc, Sells Electronic Arts Inc, Zendesk Inc, Match Group Inc

Investment company Lucha Capital Management, LP buys Autodesk Inc, Glu Mobile Inc, Activision Blizzard Inc, IAC/InterActiveCorp, Take-Two Interactive Software Inc, Coherent Inc, Teradyne Inc, Tableau Software Inc, MongoDB Inc, Euronet Worldwide Inc, sells Electronic Arts Inc, Zendesk Inc, Match Group Inc, Box Inc, RingCentral Inc during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Lucha Capital Management, LP. As of 2018-06-30, Lucha Capital Management, LP owns 26 stocks with a total value of $207 million. These are the details of the buys and sells.

For the details of Lucha Capital Management, LP's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Lucha+Capital+Management%2C+LP

These are the top 5 holdings of Lucha Capital Management, LP
  1. Euronet Worldwide Inc (EEFT) - 178,371 shares, 7.21% of the total portfolio. Shares added by 23.79%
  2. Tableau Software Inc (DATA) - 128,555 shares, 6.06% of the total portfolio. Shares added by 71.16%
  3. MarketAxess Holdings Inc (MKTX) - 59,497 shares, 5.68% of the total portfolio. Shares added by 17.30%
  4. Worldpay Inc (WP) - 141,119 shares, 5.57% of the total portfolio. Shares added by 3.92%
  5. Autodesk Inc (ADSK) - 85,506 shares, 5.41% of the total portfolio. New Position
New Purchase: Autodesk Inc (ADSK)

Lucha Capital Management, LP initiated holding in Autodesk Inc. The purchase prices were between $122.75 and $141.26, with an estimated average price of $132.53. The stock is now traded at around $134.00. The impact to a portfolio due to this purchase was 5.41%. The holding were 85,506 shares as of 2018-06-30.

New Purchase: Glu Mobile Inc (GLUU)

Lucha Capital Management, LP initiated holding in Glu Mobile Inc. The purchase prices were between $3.66 and $6.67, with an estimated average price of $5.19. The stock is now traded at around $6.55. The impact to a portfolio due to this purchase was 3.56%. The holding were 1,150,273 shares as of 2018-06-30.

New Purchase: Activision Blizzard Inc (ATVI)

Lucha Capital Management, LP initiated holding in Activision Blizzard Inc. The purchase prices were between $64.56 and $77.87, with an estimated average price of $70.78. The stock is now traded at around $71.29. The impact to a portfolio due to this purchase was 3.15%. The holding were 85,568 shares as of 2018-06-30.

New Purchase: IAC/InterActiveCorp (IAC)

Lucha Capital Management, LP initiated holding in IAC/InterActiveCorp. The purchase prices were between $130.63 and $164.73, with an estimated average price of $153.18. The stock is now traded at around $189.97. The impact to a portfolio due to this purchase was 2.8%. The holding were 38,014 shares as of 2018-06-30.

New Purchase: Take-Two Interactive Software Inc (TTWO)

Lucha Capital Management, LP initiated holding in Take-Two Interactive Software Inc. The purchase prices were between $94.63 and $121.84, with an estimated average price of $108.79. The stock is now traded at around $129.09. The impact to a portfolio due to this purchase was 2.78%. The holding were 48,633 shares as of 2018-06-30.

New Purchase: Coherent Inc (COHR)

Lucha Capital Management, LP initiated holding in Coherent Inc. The purchase prices were between $149.61 and $185.98, with an estimated average price of $169.42. The stock is now traded at around $181.77. The impact to a portfolio due to this purchase was 2.71%. The holding were 35,834 shares as of 2018-06-30.

Added: Tableau Software Inc (DATA)

Lucha Capital Management, LP added to a holding in Tableau Software Inc by 71.16%. The purchase prices were between $77.82 and $104.48, with an estimated average price of $91.6. The stock is now traded at around $103.19. The impact to a portfolio due to this purchase was 2.52%. The holding were 128,555 shares as of 2018-06-30.

Added: Euronet Worldwide Inc (EEFT)

Lucha Capital Management, LP added to a holding in Euronet Worldwide Inc by 23.79%. The purchase prices were between $71.24 and $88.43, with an estimated average price of $80.86. The stock is now traded at around $94.61. The impact to a portfolio due to this purchase was 1.39%. The holding were 178,371 shares as of 2018-06-30.

Added: DXC Technology Co (DXC)

Lucha Capital Management, LP added to a holding in DXC Technology Co by 30.74%. The purchase prices were between $77.84 and $90.47, with an estimated average price of $85.88. The stock is now traded at around $86.56. The impact to a portfolio due to this purchase was 0.95%. The holding were 103,393 shares as of 2018-06-30.

Sold Out: Electronic Arts Inc (EA)

Lucha Capital Management, LP sold out a holding in Electronic Arts Inc. The sale prices were between $116.68 and $146.65, with an estimated average price of $129.85.

Sold Out: Zendesk Inc (ZEN)

Lucha Capital Management, LP sold out a holding in Zendesk Inc. The sale prices were between $45.09 and $59.43, with an estimated average price of $53.1.

Sold Out: Match Group Inc (MTCH)

Lucha Capital Management, LP sold out a holding in Match Group Inc. The sale prices were between $34.58 and $48.09, with an estimated average price of $41.97.

Sold Out: Box Inc (BOX)

Lucha Capital Management, LP sold out a holding in Box Inc. The sale prices were between $20.06 and $29.01, with an estimated average price of $24.77.

Sold Out: HealthEquity Inc (HQY)

Lucha Capital Management, LP sold out a holding in HealthEquity Inc. The sale prices were between $60.39 and $81.76, with an estimated average price of $71.79.

Sold Out: Perspecta Inc (PRSP)

Lucha Capital Management, LP sold out a holding in Perspecta Inc. The sale prices were between $20.01 and $26.7, with an estimated average price of $22.94.

Reduced: RingCentral Inc (RNG)

Lucha Capital Management, LP reduced to a holding in RingCentral Inc by 77.85%. The sale prices were between $61.85 and $80.35, with an estimated average price of $71.47. The stock is now traded at around $89.60. The impact to a portfolio due to this sale was -3.04%. Lucha Capital Management, LP still held 29,093 shares as of 2018-06-30.

Reduced: GoDaddy Inc (GDDY)

Lucha Capital Management, LP reduced to a holding in GoDaddy Inc by 45.69%. The sale prices were between $59.12 and $74.74, with an estimated average price of $67.96. The stock is now traded at around $75.86. The impact to a portfolio due to this sale was -2.92%. Lucha Capital Management, LP still held 120,408 shares as of 2018-06-30.

Reduced: Fidelity National Information Services Inc (FIS)

Lucha Capital Management, LP reduced to a holding in Fidelity National Information Services Inc by 36.24%. The sale prices were between $94.11 and $107.72, with an estimated average price of $101.77. The stock is now traded at around $106.69. The impact to a portfolio due to this sale was -2.3%. Lucha Capital Management, LP still held 89,697 shares as of 2018-06-30.

Reduced: Booking Holdings Inc (BKNG)

Lucha Capital Management, LP reduced to a holding in Booking Holdings Inc by 41.76%. The sale prices were between $2001.5 and $2194.96, with an estimated average price of $2106. The stock is now traded at around $1833.55. The impact to a portfolio due to this sale was -2.17%. Lucha Capital Management, LP still held 3,107 shares as of 2018-06-30.

Reduced: NVIDIA Corp (NVDA)

Lucha Capital Management, LP reduced to a holding in NVIDIA Corp by 41.81%. The sale prices were between $214.25 and $266.91, with an estimated average price of $242.85. The stock is now traded at around $261.43. The impact to a portfolio due to this sale was -1.66%. Lucha Capital Management, LP still held 21,319 shares as of 2018-06-30.

Reduced: PayPal Holdings Inc (PYPL)

Lucha Capital Management, LP reduced to a holding in PayPal Holdings Inc by 20.33%. The sale prices were between $71.73 and $85.97, with an estimated average price of $79.66. The stock is now traded at around $87.73. The impact to a portfolio due to this sale was -1.08%. Lucha Capital Management, LP still held 119,080 shares as of 2018-06-30.



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