$207 Million is the total value of Lucha Capital Management, LP's 26 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ATVI | Exit | ACTIVISION BLIZZARD INCcall | $0 | – | -60,000 | -100.0% | -1.90% | – |
| HQY | Exit | HEALTHEQUITY INC | $0 | – | -79,940 | -100.0% | -2.27% | – |
| DISH | Exit | DISH NETWORK CORPcall | $0 | – | -170,000 | -100.0% | -3.02% | – |
| BOX | Exit | BOX INCcl a | $0 | – | -329,788 | -100.0% | -3.18% | – |
| MTCH | Exit | MATCH GROUP INC | $0 | – | -167,988 | -100.0% | -3.50% | – |
| ZEN | Exit | ZENDESK INC | $0 | – | -186,798 | -100.0% | -4.19% | – |
| FB | Exit | FACEBOOK INCcall | $0 | – | -60,000 | -100.0% | -4.49% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -97,081 | -100.0% | -5.52% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-14
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.