Lucha Capital Management, LP Buys Electronic Arts Inc, GoDaddy Inc, PayPal Holdings Inc, Sells Palo Alto Networks Inc, Travelport Worldwide, Fidelity National Information Services Inc

Investment company Lucha Capital Management, LP buys Electronic Arts Inc, GoDaddy Inc, PayPal Holdings Inc, Akamai Technologies Inc, RealPage Inc, Guidewire Software Inc, 2U Inc, Ceridian HCM Holding Inc, Euronet Worldwide Inc, Take-Two Interactive Software Inc, NXP Semiconductors NV, sells Palo Alto Networks Inc, Travelport Worldwide, Fidelity National Information Services Inc, Tableau Software Inc, Applied Materials Inc, Talend SA, RingCentral Inc, Lam Research Corp, Worldpay Inc, Micron Technology Inc, Visa Inc, Zendesk Inc, MarketAxess Holdings Inc, Match Group Inc, Fair Isaac Corp, Dropbox Inc, S&P Global Inc, Booking Holdings Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Lucha Capital Management, LP. As of 2019Q1, Lucha Capital Management, LP owns 28 stocks with a total value of $362 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 https://www.gurufocus.com/guru/lucha+capital+management%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of Lucha Capital Management, LP
  1. Electronic Arts Inc (EA) - 253,984 shares, 7.13% of the total portfolio. New Position
  2. GoDaddy Inc (GDDY) - 271,540 shares, 5.64% of the total portfolio. New Position
  3. PayPal Holdings Inc (PYPL) - 191,673 shares, 5.50% of the total portfolio. Shares added by 4347.17%
  4. Worldpay Inc (WP) - 173,802 shares, 5.45% of the total portfolio. Shares reduced by 34.66%
  5. Wayfair Inc (W) - 120,000 shares, 4.92% of the total portfolio.
New Purchase: Electronic Arts Inc (EA)

Lucha Capital Management, LP initiated holding in Electronic Arts Inc. The purchase prices were between $78.71 and $106.84, with an estimated average price of $94.69. The stock is now traded at around $96.77. The impact to a portfolio due to this purchase was 7.13%. The holding were 253,984 shares as of .

New Purchase: GoDaddy Inc (GDDY)

Lucha Capital Management, LP initiated holding in GoDaddy Inc. The purchase prices were between $60.23 and $77.48, with an estimated average price of $70.21. The stock is now traded at around $75.50. The impact to a portfolio due to this purchase was 5.64%. The holding were 271,540 shares as of .

New Purchase: Akamai Technologies Inc (AKAM)

Lucha Capital Management, LP initiated holding in Akamai Technologies Inc. The purchase prices were between $57.7 and $73.44, with an estimated average price of $67.71. The stock is now traded at around $76.62. The impact to a portfolio due to this purchase was 4.6%. The holding were 231,940 shares as of .

New Purchase: RealPage Inc (RP)

Lucha Capital Management, LP initiated holding in RealPage Inc. The purchase prices were between $47.27 and $63.01, with an estimated average price of $57.17. The stock is now traded at around $60.05. The impact to a portfolio due to this purchase was 4.17%. The holding were 248,592 shares as of .

New Purchase: Guidewire Software Inc (GWRE)

Lucha Capital Management, LP initiated holding in Guidewire Software Inc. The purchase prices were between $76.84 and $97.16, with an estimated average price of $89.25. The stock is now traded at around $104.53. The impact to a portfolio due to this purchase was 3.71%. The holding were 138,026 shares as of .

New Purchase: 2U Inc (TWOU)

Lucha Capital Management, LP initiated holding in 2U Inc. The purchase prices were between $48.73 and $74.53, with an estimated average price of $62.73. The stock is now traded at around $40.65. The impact to a portfolio due to this purchase was 3.25%. The holding were 165,700 shares as of .

Added: PayPal Holdings Inc (PYPL)

Lucha Capital Management, LP added to a holding in PayPal Holdings Inc by 4347.17%. The purchase prices were between $82.09 and $104.15, with an estimated average price of $94.45. The stock is now traded at around $111.50. The impact to a portfolio due to this purchase was 5.38%. The holding were 191,673 shares as of .

Added: Euronet Worldwide Inc (EEFT)

Lucha Capital Management, LP added to a holding in Euronet Worldwide Inc by 88.33%. The purchase prices were between $96.45 and $142.59, with an estimated average price of $124.19. The stock is now traded at around $149.83. The impact to a portfolio due to this purchase was 2.22%. The holding were 120,129 shares as of .

Added: Take-Two Interactive Software Inc (TTWO)

Lucha Capital Management, LP added to a holding in Take-Two Interactive Software Inc by 83.49%. The purchase prices were between $84.63 and $110, with an estimated average price of $97.16. The stock is now traded at around $107.48. The impact to a portfolio due to this purchase was 2.02%. The holding were 170,124 shares as of .

Added: NXP Semiconductors NV (NXPI)

Lucha Capital Management, LP added to a holding in NXP Semiconductors NV by 21.89%. The purchase prices were between $71.97 and $97.14, with an estimated average price of $87.6. The stock is now traded at around $100.17. The impact to a portfolio due to this purchase was 0.47%. The holding were 108,040 shares as of .

Sold Out: Palo Alto Networks Inc (PANW)

Lucha Capital Management, LP sold out a holding in Palo Alto Networks Inc. The sale prices were between $179.7 and $254.88, with an estimated average price of $221.76.

Sold Out: Travelport Worldwide Ltd (TVPT)

Lucha Capital Management, LP sold out a holding in Travelport Worldwide Ltd. The sale prices were between $15.4 and $16.05, with an estimated average price of $15.69.

Sold Out: Fidelity National Information Services Inc (FIS)

Lucha Capital Management, LP sold out a holding in Fidelity National Information Services Inc. The sale prices were between $98.31 and $113.1, with an estimated average price of $106.57.

Sold Out: Applied Materials Inc (AMAT)

Lucha Capital Management, LP sold out a holding in Applied Materials Inc. The sale prices were between $31.54 and $41.33, with an estimated average price of $37.87.

Sold Out: Talend SA (TLND)

Lucha Capital Management, LP sold out a holding in Talend SA. The sale prices were between $35.76 and $51.21, with an estimated average price of $42.58.

Sold Out: RingCentral Inc (RNG)

Lucha Capital Management, LP sold out a holding in RingCentral Inc. The sale prices were between $78.42 and $111.57, with an estimated average price of $98.



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