$313 Million is the total value of Lucha Capital Management, LP's 30 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLUU | Exit | GLU MOBILE INC | $0 | – | -1,003,594 | -100.0% | -1.90% | – |
| TSLA | Exit | TESLA INCput | $0 | – | -30,200 | -100.0% | -2.03% | – |
| YELP | Exit | YELP INCcl a | $0 | – | -195,253 | -100.0% | -2.44% | – |
| LOGM | Exit | LOGMEIN INC | $0 | – | -113,400 | -100.0% | -2.56% | – |
| IAC | Exit | IAC INTERACTIVECORP | $0 | – | -46,741 | -100.0% | -2.57% | – |
| DXC | Exit | DXC TECHNOLOGY CO | $0 | – | -114,058 | -100.0% | -2.71% | – |
| ETSY | Exit | ETSY INC | $0 | – | -209,228 | -100.0% | -2.73% | – |
| TER | Exit | TERADYNE INC | $0 | – | -310,487 | -100.0% | -2.91% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -47,502 | -100.0% | -2.97% | – |
| GDDY | Exit | GODADDY INCcl a | $0 | – | -158,584 | -100.0% | -3.36% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -175,937 | -100.0% | -3.71% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -105,662 | -100.0% | -4.19% | – |
| AVAV | Exit | AEROVIRONMENT INCput | $0 | – | -100,000 | -100.0% | -28.47% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-14
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.