LUCHA CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2019
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PSTG | 1.22M | $20.69M |
 | DBX | 1.07M | $21.51M |
 | HQY | 338K | $19.33M |
 | CIEN | 299K | $11.74M |
 | GDDY | 203K | $13.40M |
 | EA | 148K | $14.50M |
 | NXPI | 145K | $15.86M |
 | PYPL | 126K | $13.08M |
 | TTWO | 109K | $13.62M |
 | CRWD | 101K | $5.86M |
 | TWLO | 98K | $10.78M |
 | TEAM | 84K | $10.52M |
 | EEFT | 78K | $11.40M |
 | W | 76K | $8.54M |
 | IT | 73K | $10.48M |
 | AKAM | 70K | $6.39M |
 | FIS | 69K | $9.20M |
 | MDB | 58K | $7.00M |
 | SPGI | 42K | $10.17M |
 | FICO | 32K | $9.76M |
Pure Storage, Inc.
PSTG
Shares Held
1.22M
Value
$20.69M
Dropbox, Inc.
DBX
Shares Held
1.07M
Value
$21.51M
HealthEquity, Inc.
HQY
Shares Held
338K
Value
$19.33M
Ciena Corporation
CIEN
Shares Held
299K
Value
$11.74M
GoDaddy Inc.
GDDY
Shares Held
203K
Value
$13.40M
Electronic Arts Inc.
EA
Shares Held
148K
Value
$14.50M
NXP Semiconductors N.V.
NXPI
Shares Held
145K
Value
$15.86M
PayPal Holdings, Inc.
PYPL
Shares Held
126K
Value
$13.08M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
109K
Value
$13.62M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
101K
Value
$5.86M
Twilio Inc.
TWLO
Shares Held
98K
Value
$10.78M
Atlassian Corporation
TEAM
Shares Held
84K
Value
$10.52M
Euronet Worldwide, Inc.
EEFT
Shares Held
78K
Value
$11.40M
Wayfair Inc.
W
Shares Held
76K
Value
$8.54M
Gartner, Inc.
IT
Shares Held
73K
Value
$10.48M
Akamai Technologies, Inc.
AKAM
Shares Held
70K
Value
$6.39M
Fidelity National Information Services, Inc.
FIS
Shares Held
69K
Value
$9.20M
MongoDB, Inc.
MDB
Shares Held
58K
Value
$7.00M
S&P Global Inc.
SPGI
Shares Held
42K
Value
$10.17M
Fair Isaac Corporation
FICO
Shares Held
32K
Value
$9.76M