$213 Million is the total value of Lucha Capital Management, LP's 25 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCRA | Exit | VOCERA COMMUNICATIONS INC | $0 | – | -18,425 | -100.0% | -0.32% | – |
| EGHT | Exit | 8X8 INC NEW | $0 | – | -159,103 | -100.0% | -1.29% | – |
| FIT | Exit | FITBIT INCcl a | $0 | – | -543,521 | -100.0% | -1.79% | – |
| TTD | Exit | THE TRADE DESK INC | $0 | – | -85,437 | -100.0% | -2.25% | – |
| COUP | Exit | COUPA SOFTWARE INC | $0 | – | -162,031 | -100.0% | -2.91% | – |
| HAWK | Exit | BLACKHAWK NETWORK HLDGS INC | $0 | – | -142,455 | -100.0% | -2.92% | – |
| TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -113,483 | -100.0% | -2.97% | – |
| DST | Exit | DST SYS INC DEL | $0 | – | -97,477 | -100.0% | -3.48% | – |
| PCLN | Exit | PRICELINE GRP INC | $0 | – | -3,567 | -100.0% | -3.57% | – |
| MANH | Exit | MANHATTAN ASSOCS INC | $0 | – | -133,460 | -100.0% | -3.81% | – |
| DISH | Exit | DISH NETWORK CORPcl a | $0 | – | -146,985 | -100.0% | -4.04% | – |
| VNTV | Exit | VANTIV INCcl a | $0 | – | -104,769 | -100.0% | -4.44% | – |
| WAGE | Exit | WAGEWORKS INC | $0 | – | -132,348 | -100.0% | -4.72% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -82,334 | -100.0% | -4.85% | – |
| MSCC | Exit | MICROSEMI CORP | $0 | – | -193,069 | -100.0% | -5.74% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EURONET WORLDWIDE INC | 12 | Q3 2019 | 7.2% |
| PAYPAL HOLDINGS INC | 11 | Q3 2019 | 6.7% |
| FIDELITY NATL INFORMATION SV | 10 | Q3 2019 | 6.3% |
| GODADDY INC | 9 | Q3 2019 | 7.0% |
| MATCH GROUP INC | 9 | Q3 2019 | 4.8% |
| GREEN DOT CORPORATION | 9 | Q1 2019 | 6.7% |
| TRAVELPORT WORLDWIDE LTD SHS | 8 | Q4 2018 | 5.7% |
| ZENDESK INC | 7 | Q2 2019 | 5.8% |
| BOOKING HLDGS INC | 7 | Q3 2019 | 5.2% |
| YELP INC | 7 | Q3 2018 | 4.4% |
View Lucha Capital Management, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-11-14 |
| 13F-HR | 2019-08-14 |
| 13F-HR | 2019-05-15 |
| 13F-HR | 2019-02-14 |
| 13F-HR | 2018-11-14 |
| 13F-HR | 2018-08-14 |
| 13F-HR | 2018-05-15 |
| 13F-HR | 2018-02-14 |
| 13F-HR | 2017-11-14 |
| 13F-HR | 2017-08-11 |
View Lucha Capital Management, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.