112 is the total number of securities Lunia Capital LP has owned. The longest Lunia Capital LP has owned a single stock is 16 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| MSFT | MICROSOFT CORP | 16 | 16 | 3.06% | 6.32% | 29.99% | Q4 2017 | Q3 2021 | 16 |
| GDDY | GODADDY INC | 13 | 2 | 2.39% | 3.96% | 6.74% | Q4 2017 | Q3 2021 | 15 |
| INFO | IHS MARKIT LTD | 8 | 1 | 2.50% | 3.91% | 7.17% | Q4 2017 | Q2 2021 | 12 |
| SPGI | S&P GLOBAL INC | 12 | 12 | 2.24% | 3.88% | 5.51% | Q4 2017 | Q3 2020 | 12 |
| TRU | TRANSUNION | 12 | 12 | 1.99% | 3.28% | 4.00% | Q1 2018 | Q4 2020 | 12 |
| V | VISA INC | 9 | 2 | 2.93% | 4.67% | 5.73% | Q4 2017 | Q4 2020 | 11 |
| GOOG | ALPHABET INC | 10 | 1 | 1.15% | 2.68% | 4.52% | Q4 2017 | Q4 2020 | 11 |
| ADP | AUTOMATIC DATA PROCESS... | 9 | 1 | 2.83% | 3.82% | 4.71% | Q4 2017 | Q4 2020 | 10 |
| IT | GARTNER INC | 5 | 1 | 1.76% | 3.53% | 7.75% | Q4 2017 | Q2 2021 | 10 |
| BKI | BLACK KNIGHT INC | 4 | 1 | 1.27% | 3.14% | 5.45% | Q4 2017 | Q3 2021 | 10 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 10 | 10 | 1.51% | 2.49% | 3.70% | Q3 2018 | Q4 2020 | 10 |
| CRM | SALESFORCE COM INC | 8 | 2 | 0.77% | 2.37% | 3.35% | Q4 2017 | Q3 2020 | 10 |
| FIS | FIDELITY NATL INFORMAT... | 5 | 1 | 2.16% | 3.69% | 5.11% | Q4 2017 | Q3 2020 | 9 |
| TRI | THOMSON REUTERS CORP. | 9 | 9 | 3.19% | 3.63% | 4.33% | Q4 2018 | Q4 2020 | 9 |
| GPN | GLOBAL PMTS INC | 9 | 9 | 2.10% | 2.93% | 4.12% | Q4 2018 | Q4 2020 | 9 |
| FAF | FIRST AMERN FINL CORP | 8 | 1 | 0.49% | 2.61% | 3.83% | Q4 2017 | Q1 2020 | 9 |
| CPRT | COPART INC | 6 | 2 | 2.50% | 4.77% | 10.77% | Q3 2019 | Q3 2021 | 8 |
| PYPL | PAYPAL HLDGS INC | 4 | 2 | 0.91% | 4.47% | 9.17% | Q3 2018 | Q3 2021 | 8 |
| FISV | FISERV INC | 8 | 8 | 2.68% | 3.93% | 5.21% | Q1 2019 | Q4 2020 | 8 |
| G | GENPACT LIMITED | 8 | 8 | 0.70% | 2.95% | 4.26% | Q1 2019 | Q4 2020 | 8 |
| CTAS | CINTAS CORP | 3 | 1 | 1.48% | 4.21% | 8.83% | Q4 2018 | Q3 2021 | 7 |
| J | JACOBS ENGR GROUP INC DEL | 7 | 7 | 1.67% | 2.62% | 3.61% | Q3 2018 | Q1 2020 | 7 |
| AMZN | AMAZON COM INC | 4 | 2 | 3.07% | 4.52% | 6.68% | Q1 2020 | Q3 2021 | 6 |
| WP | WORLDPAY INC | 6 | 6 | 3.35% | 4.44% | 5.45% | Q1 2018 | Q2 2019 | 6 |
| LKQ | LKQ CORP | 6 | 6 | 3.01% | 4.18% | 4.94% | Q4 2017 | Q1 2019 | 6 |
| VRSN | VERISIGN INC | 2 | 1 | 0.09% | 4.02% | 8.58% | Q1 2018 | Q3 2021 | 6 |
| CVLT | COMMVAULT SYSTEMS INC | 6 | 6 | 1.53% | 3.90% | 5.12% | Q4 2017 | Q1 2019 | 6 |
| LOW | LOWES COS INC | 6 | 6 | 1.55% | 3.04% | 3.99% | Q4 2017 | Q1 2019 | 6 |
| NLSN | NIELSEN HLDGS PLC | 6 | 6 | 0.51% | 2.49% | 4.47% | Q4 2017 | Q1 2019 | 6 |
| FB | FACEBOOK INC | 4 | 2 | 0.75% | 2.47% | 4.71% | Q1 2018 | Q4 2019 | 6 |
| ARMK | ARAMARK | 5 | 5 | 2.70% | 4.21% | 4.86% | Q4 2017 | Q4 2018 | 5 |
| DXC | DXC TECHNOLOGY CO | 5 | 5 | 1.31% | 4.03% | 5.27% | Q4 2017 | Q4 2018 | 5 |
| DOX | AMDOCS LTD | 5 | 5 | 1.64% | 3.18% | 4.54% | Q4 2018 | Q4 2019 | 5 |
| LDOS | LEIDOS HLDGS INC | 5 | 5 | 1.54% | 3.16% | 4.48% | Q2 2018 | Q2 2019 | 5 |
| EEFT | EURONET WORLDWIDE INC | 4 | 1 | 1.97% | 2.88% | 3.40% | Q4 2017 | Q4 2019 | 5 |
| EBAY | EBAY INC. | 3 | 2 | 1.36% | 2.71% | 4.69% | Q1 2018 | Q4 2020 | 5 |
| PANW | PALO ALTO NETWORKS INC | 2 | 1 | 1.07% | 5.05% | 8.80% | Q4 2017 | Q3 2021 | 4 |
| SNPS | SYNOPSYS INC | 4 | 4 | 2.74% | 3.97% | 4.88% | Q4 2018 | Q3 2019 | 4 |
| TSS | TOTAL SYS SVCS INC | 2 | 1 | 2.42% | 3.24% | 4.49% | Q4 2017 | Q1 2019 | 4 |
| WCN | WASTE CONNECTIONS INC | 4 | 4 | 1.58% | 3.05% | 4.57% | Q4 2018 | Q3 2019 | 4 |
| WM | WASTE MGMT INC DEL | 4 | 4 | 1.36% | 2.85% | 4.00% | Q2 2019 | Q1 2020 | 4 |
| CACI | CACI INTL INC | 4 | 4 | 0.85% | 2.80% | 4.12% | Q1 2020 | Q4 2020 | 4 |
| TW | TRADEWEB MKTS INC | 3 | 1 | 2.01% | 2.61% | 3.04% | Q3 2019 | Q4 2020 | 4 |
| KAR | KAR AUCTION SVCS INC | 3 | 1 | 2.23% | 2.51% | 2.77% | Q1 2018 | Q4 2020 | 4 |
| PAYX | PAYCHEX INC | 3 | 1 | 1.87% | 2.39% | 2.71% | Q2 2018 | Q2 2020 | 4 |
| IPG | INTERPUBLIC GROUP COS INC | 2 | 1 | 1.37% | 2.11% | 2.98% | Q3 2018 | Q4 2020 | 4 |
| BKNG | BOOKING HOLDINGS INC | 4 | 4 | 1.10% | 2.05% | 3.09% | Q4 2019 | Q3 2020 | 4 |
| SSNC | SS&C TECHNOLOGIES HLDG... | 3 | 3 | 4.00% | 4.43% | 4.89% | Q1 2018 | Q3 2018 | 3 |
| INTU | INTUIT | 1 | 1 | 2.04% | 3.71% | 6.18% | Q4 2017 | Q2 2021 | 3 |
| FCN | FTI CONSULTING INC | 3 | 3 | 2.08% | 3.66% | 4.60% | Q2 2020 | Q4 2020 | 3 |
| BR | BROADRIDGE FINL SOLUTI... | 3 | 3 | 3.13% | 3.61% | 3.85% | Q2 2020 | Q4 2020 | 3 |
| VRSK | VERISK ANALYTICS INC | 3 | 3 | 1.67% | 3.39% | 4.37% | Q4 2017 | Q2 2018 | 3 |
| USFD | US FOODS HLDG CORP | 3 | 3 | 1.01% | 3.13% | 4.26% | Q4 2017 | Q2 2018 | 3 |
| CDNS | CADENCE DESIGN SYSTEM INC | 3 | 3 | 2.70% | 3.10% | 3.91% | Q1 2020 | Q3 2020 | 3 |
| WNS | WNS HLDGS LTD | 3 | 3 | 2.66% | 2.98% | 3.57% | Q2 2020 | Q4 2020 | 3 |
| SABR | SABRE CORP | 2 | 1 | 1.71% | 2.66% | 4.18% | Q2 2018 | Q2 2019 | 3 |
| SWI | SOLARWINDS CORP | 3 | 3 | 2.45% | 2.66% | 3.06% | Q2 2019 | Q4 2019 | 3 |
| VMW | VMWARE INC | 2 | 1 | 1.05% | 2.23% | 2.92% | Q4 2017 | Q4 2019 | 3 |
| ADS | ALLIANCE DATA SYSTEMS ... | 3 | 3 | 1.06% | 2.16% | 3.00% | Q4 2017 | Q2 2018 | 3 |
| UBER | UBER TECHNOLOGIES INC | 2 | 1 | 1.92% | 2.15% | 2.48% | Q1 2020 | Q4 2020 | 3 |
| TYL | TYLER TECHNOLOGIES INC | 3 | 3 | 1.10% | 1.91% | 2.69% | Q3 2019 | Q1 2020 | 3 |
| FNF | FIDELITY NATIONAL FINA... | 2 | 1 | 1.39% | 1.69% | 2.14% | Q1 2019 | Q1 2020 | 3 |
| TDG | TRANSDIGM GROUP INC | 2 | 2 | 5.10% | 6.12% | 7.14% | Q2 2021 | Q3 2021 | 2 |
| WEX | WEX INC | 2 | 2 | 3.57% | 4.38% | 5.20% | Q2 2018 | Q3 2018 | 2 |
| UNF | UNIFIRST CORP MASS | 1 | 1 | 2.26% | 2.56% | 2.86% | Q3 2019 | Q3 2020 | 2 |
| ADSK | AUTODESK INC | 1 | 1 | 2.46% | 2.55% | 2.63% | Q1 2018 | Q4 2020 | 2 |
| PINS | PINTEREST INC | 2 | 2 | 2.15% | 2.39% | 2.63% | Q3 2020 | Q4 2020 | 2 |
| WLTW | WILLIS TOWERS WATSON P... | 2 | 2 | 2.07% | 2.11% | 2.16% | Q3 2019 | Q4 2019 | 2 |
| USMV | ISHARES TR | 2 | 2 | 1.10% | 2.09% | 3.08% | Q4 2018 | Q1 2019 | 2 |
| TEAM | ATLASSIAN CORP PLC | 2 | 2 | 1.57% | 2.03% | 2.50% | Q4 2019 | Q1 2020 | 2 |
| PLAY | DAVE & BUSTERS ENTMT INC | 2 | 2 | 0.45% | 1.40% | 2.35% | Q4 2017 | Q1 2018 | 2 |
| STC | STEWART INFORMATION SV... | 2 | 2 | 0.44% | 0.48% | 0.52% | Q3 2018 | Q4 2018 | 2 |
| MA | MASTERCARD INCORPORATED | 1 | 1 | 51.08% | 51.08% | 51.08% | Q1 2021 | Q1 2021 | 1 |
| MA | MASTERCARD INCORPORATED | 1 | 1 | 18.94% | 18.94% | 18.94% | Q1 2021 | Q1 2021 | 1 |
| SPY | SPDR S&P 500 ETF TR | 1 | 1 | 16.24% | 16.24% | 16.24% | Q3 2021 | Q3 2021 | 1 |
| SPY | SPDR S&P 500 ETF TR | 1 | 1 | 12.38% | 12.38% | 12.38% | Q1 2020 | Q1 2020 | 1 |
| XLK | SELECT SECTOR SPDR TR | 1 | 1 | 9.97% | 9.97% | 9.97% | Q3 2021 | Q3 2021 | 1 |
| VGT | VANGUARD WORLD FDS | 1 | 1 | 9.30% | 9.30% | 9.30% | Q1 2020 | Q1 2020 | 1 |
| DBC | INVESCO DB COMMDY INDX... | 1 | 1 | 5.14% | 5.14% | 5.14% | Q3 2021 | Q3 2021 | 1 |
| NOW | SERVICENOW INC | 1 | 1 | 4.67% | 4.67% | 4.67% | Q3 2021 | Q3 2021 | 1 |
| DNB | DUN & BRADSTREET CORP ... | 1 | 1 | 4.28% | 4.28% | 4.28% | Q4 2017 | Q4 2017 | 1 |
| VERISIGN INC | 1 | 1 | 3.88% | 3.88% | 3.88% | Q2 2020 | Q2 2020 | 1 | |
| VNTV | VANTIV INC | 1 | 1 | 3.83% | 3.83% | 3.83% | Q4 2017 | Q4 2017 | 1 |
| LYFT | LYFT INC | 1 | 1 | 3.04% | 3.04% | 3.04% | Q4 2019 | Q4 2019 | 1 |
| FDC | FIRST DATA CORP NEW | 1 | 1 | 2.98% | 2.98% | 2.98% | Q3 2018 | Q3 2018 | 1 |
| CLGX | CORELOGIC INC | 1 | 1 | 2.83% | 2.83% | 2.83% | Q2 2019 | Q2 2019 | 1 |
| NFLX | NETFLIX INC | 1 | 1 | 2.43% | 2.43% | 2.43% | Q1 2020 | Q1 2020 | 1 |
| FTDR | FRONTDOOR INC | 1 | 1 | 2.22% | 2.22% | 2.22% | Q3 2019 | Q3 2019 | 1 |
| SERV | SERVICEMASTER GLOBAL H... | 1 | 1 | 2.19% | 2.19% | 2.19% | Q4 2019 | Q4 2019 | 1 |
| AON | AON PLC | 1 | 1 | 2.17% | 2.17% | 2.17% | Q1 2020 | Q1 2020 | 1 |
| SAP | SAP SE | 1 | 1 | 2.13% | 2.13% | 2.13% | Q3 2020 | Q3 2020 | 1 |
| MAN | MANPOWERGROUP INC | 1 | 1 | 2.06% | 2.06% | 2.06% | Q4 2020 | Q4 2020 | 1 |
| FICO | FAIR ISAAC CORP | 1 | 1 | 2.03% | 2.03% | 2.03% | Q2 2020 | Q2 2020 | 1 |
| ORCL | ORACLE CORP | 1 | 1 | 1.93% | 1.93% | 1.93% | Q1 2020 | Q1 2020 | 1 |
| MANT | MANTECH INTL CORP | 1 | 1 | 1.93% | 1.93% | 1.93% | Q3 2020 | Q3 2020 | 1 |
| CTSH | COGNIZANT TECHNOLOGY S... | 1 | 1 | 1.92% | 1.92% | 1.92% | Q1 2019 | Q1 2019 | 1 |
| TMX | TERMINIX GLOBAL HOLDIN... | 1 | 1 | 1.83% | 1.83% | 1.83% | Q4 2020 | Q4 2020 | 1 |
| DVMT | DELL TECHNOLOGIES INC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q2 2018 | Q2 2018 | 1 |
| PCLN | PRICELINE GRP INC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q4 2017 | Q4 2017 | 1 |
| SPB | SPECTRUM BRANDS HLDGS INC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q1 2018 | Q1 2018 | 1 |
| CSGP | COSTAR GROUP INC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q2 2019 | Q2 2019 | 1 |
| FTNT | FORTINET INC | 1 | 1 | 1.73% | 1.73% | 1.73% | Q4 2019 | Q4 2019 | 1 |
| ABNB | AIRBNB INC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q4 2020 | Q4 2020 | 1 |
| BAH | BOOZ ALLEN HAMILTON HL... | 1 | 1 | 1.48% | 1.48% | 1.48% | Q1 2020 | Q1 2020 | 1 |
| PZZA | PAPA JOHNS INTL INC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q2 2018 | Q2 2018 | 1 |
| NSP | INSPERITY INC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2020 | Q2 2020 | 1 |
| QRTEA | LIBERTY INTERACTIVE CORP | 1 | 1 | 1.34% | 1.34% | 1.34% | Q1 2018 | Q1 2018 | 1 |
| OMC | OMNICOM GROUP INC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q1 2019 | Q1 2019 | 1 |
| EGHT | 8X8 INC NEW | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2019 | Q3 2019 | 1 |
| TSCO | TRACTOR SUPPLY CO | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2018 | Q2 2018 | 1 |
| RHI | ROBERT HALF INTL INC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2020 | Q2 2020 | 1 |
| ESTC | ELASTIC N V | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2018 | Q4 2018 | 1 |
Download | |||||||||
The securities at the top of the list , including MICROSOFT CORP, GODADDY INC, and IHS MARKIT LTD, are the highest-conviction holdings of Lunia Capital LP.
The conviction is calculated by counting the number of quarters a security has been reported by Lunia Capital LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Lunia Capital LP owns currently or has owned in the past.