HoldingsChannel.com
Lucha Capital Management LP Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
DROPBOX INC 1,066,569 +1,066,569 $21,513
     DBX1,066,569+1,066,569$21,513
PURE STORAGE INC 1,221,242 +1,221,242 $20,688
     PSTG1,221,242+1,221,242$20,688
HEALTHEQUITY INC 338,237 +53,394 $19,329
     HQY338,237+53,394$19,329
REALPAGE INC 265,594 -11,680 $16,695
     RP265,594-11,680$16,695
NXP SEMICONDUCTORS N V 145,340 +145,340 $15,860
     NXPI145,340+145,340$15,860
ELECTRONIC ARTS INC 148,244 -77,640 $14,501
     EA148,244-77,640$14,501
TAKE TWO INTERACTIVE SOFTWAR 108,643 +10,970 $13,617
     TTWO108,643+10,970$13,617
GODADDY INC 203,029 -60,410 $13,396
     GDDY203,029-60,410$13,396
PAYPAL HLDGS INC 126,281 -35,580 $13,081
     PYPL126,281-35,580$13,081
ANAPLAN INC 250,600 +158,860 $11,778
     PLAN250,600+158,860$11,778
CIENA CORP 299,220 -110,520 $11,738
     CIEN299,220-110,520$11,738
EURONET WORLDWIDE INC 77,934 -5,870 $11,402
     EEFT77,934-5,870$11,402
BOOKING HLDGS INC 5,698 -2,010 $11,183
     BKNG5,698-2,010$11,183
TWILIO INC 98,020 +71,180 $10,778
     TWLO98,020+71,180$10,778
ATLASSIAN CORP PLC 83,900 +55,060 $10,524
     TEAM83,900+55,060$10,524
PLANTRONICS INC NEW 281,580 +281,580 $10,509
     PLT281,580+281,580$10,509
GARTNER INC 73,290 +73,290 $10,480
     IT73,290+73,290$10,480
S&P GLOBAL INC 41,523 -11,800 $10,172
     SPGI41,523-11,800$10,172
MATCH GROUP INC 141,285 +24,450 $10,093
     MTCH141,285+24,450$10,093
FAIR ISAAC CORP 32,158 -5,230 $9,761
     FICO32,158-5,230$9,761
FIDELITY NATL INFORMATION SV 69,309 +69,309 $9,201
     FIS69,309+69,309$9,201
WAYFAIR INC 76,210 +76,210 $8,545
     W76,210+76,210$8,545
MONGODB INC 58,110 +58,110 $7,001
     MDB58,110+58,110$7,001
AKAMAI TECHNOLOGIES INC 69,894 -182,640 $6,387
     AKAM69,894-182,640$6,387
CROWDSTRIKE HLDGS INC 100,540 +100,540 $5,862
     CRWD100,540+100,540$5,862
XILINX INC      $-9,590
     Put100,000+100,000$9,590

See Full List: All Stocks Held By Lucha Capital Management LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Lucha Capital Management LP

Size ($ in 1000's)
At 09/30/2019: $327,132
At 06/30/2019: $398,836

Lucha Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lucha Capital Management LP 13F filings. Link to 13F filings: SEC filings

Lucha Capital Management LP Top Holdings 13F Filings | www.HoldingsChannel.com

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