| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -100,540 | -100.0% | -1.79% | – |
| AKAM | Exit | AKAMAI TECHNOLOGIES INC | $0 | – | -69,894 | -100.0% | -1.95% | – |
| MDB | Exit | MONGODB INCcl a | $0 | – | -58,110 | -100.0% | -2.14% | – |
| W | Exit | WAYFAIR INCcl a | $0 | – | -76,210 | -100.0% | -2.61% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -69,309 | -100.0% | -2.81% | – |
| XLNX | Exit | XILINX INCput | $0 | – | -100,000 | -100.0% | -2.93% | – |
| FICO | Exit | FAIR ISAAC CORP | $0 | – | -32,158 | -100.0% | -2.98% | – |
| MTCH | Exit | MATCH GROUP INC | $0 | – | -141,285 | -100.0% | -3.08% | – |
| SPGI | Exit | S&P GLOBAL INC | $0 | – | -41,523 | -100.0% | -3.11% | – |
| IT | Exit | GARTNER INC | $0 | – | -73,290 | -100.0% | -3.20% | – |
| POLY | Exit | PLANTRONICS INC NEW | $0 | – | -281,580 | -100.0% | -3.21% | – |
| TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -83,900 | -100.0% | -3.22% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -98,020 | -100.0% | -3.30% | – |
| BKNG | Exit | BOOKING HLDGS INC | $0 | – | -5,698 | -100.0% | -3.42% | – |
| EEFT | Exit | EURONET WORLDWIDE INC | $0 | – | -77,934 | -100.0% | -3.48% | – |
| CIEN | Exit | CIENA CORP | $0 | – | -299,220 | -100.0% | -3.59% | – |
| PLAN | Exit | ANAPLAN INC | $0 | – | -250,600 | -100.0% | -3.60% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -126,281 | -100.0% | -4.00% | – |
| GDDY | Exit | GODADDY INCcl a | $0 | – | -203,029 | -100.0% | -4.10% | – |
| STX | Exit | SEAGATE TECHNOLOGY PLCput | $0 | – | -250,000 | -100.0% | -4.11% | – |
| TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | -108,643 | -100.0% | -4.16% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -148,244 | -100.0% | -4.43% | – |
| NXPI | Exit | NXP SEMICONDUCTORS N V | $0 | – | -145,340 | -100.0% | -4.85% | – |
| RP | Exit | REALPAGE INC | $0 | – | -265,594 | -100.0% | -5.10% | – |
| HQY | Exit | HEALTHEQUITY INC | $0 | – | -338,237 | -100.0% | -5.91% | – |
| PSTG | Exit | PURE STORAGE INCcl a | $0 | – | -1,221,242 | -100.0% | -6.32% | – |
| DBX | Exit | DROPBOX INCcl a | $0 | – | -1,066,569 | -100.0% | -6.58% | – |
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.