Lucha Capital Management, LP current holdings: USA Stocks
Lucha Capital Management, LP reported $0.24 billion in share positions in stocks (listed in the US), 20 positions, in its Form 13F for the quarter ended 2019-09-30; the largest are DBX, P, HQY.
- DBX: Country of operation United States; Class CL A; Shares 1,066,569; Value $21,513,000.
- P: Country of operation United States; Class CL A; Shares 1,221,242; Value $20,688,000.
- HQY: Country of operation United States; Class COM; Shares 338,237; Value $19,329,000.
- NXPI: Country of operation —; Class COM; Shares 145,340; Value $15,860,000.
Form 13F-HR as filed (SEC CIK 1688171): quarter ended 2019-09-30, filed 2019-11-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2019-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| DBX DROPBOX INC | United States | CL A | 1,066,569 | $21,513,000 | 8.80% | 2019-09-30 | 2019-11-14 | +62.12% |
| P PURE STORAGE INC | United States | CL A | 1,221,242 | $20,688,000 | 8.46% | 2019-09-30 | 2019-11-14 | +667.71% |
| HQY HEALTHEQUITY INC | United States | COM | 338,237 | $19,329,000 | 7.91% | 2019-09-30 | 2019-11-14 | +52.68% |
| NXPI NXP SEMICONDUCTORS N V | COM | 145,340 | $15,860,000 | 6.49% | 2019-09-30 | 2019-11-14 | +116.71% | |
| EA ELECTRONIC ARTS INC | United States | COM | 148,244 | $14,501,000 | 5.93% | 2019-09-30 | 2019-11-14 | |
| TTWO TAKE-TWO INTERACTIVE SOFTWAR | United States | COM | 108,643 | $13,617,000 | 5.57% | 2019-09-30 | 2019-11-14 | +61.78% |
| GDDY GODADDY INC | United States | CL A | 203,029 | $13,396,000 | 5.48% | 2019-09-30 | 2019-11-14 | +42.56% |
| PYPL PAYPAL HLDGS INC | United States | COM | 126,281 | $13,081,000 | 5.35% | 2019-09-30 | 2019-11-14 | -47.98% |
| CIEN CIENA CORP | United States | COM NEW | 299,220 | $11,738,000 | 4.80% | 2019-09-30 | 2019-11-14 | +804.72% |
| EEFT EURONET WORLDWIDE INC | United States | COM | 77,934 | $11,402,000 | 4.66% | 2019-09-30 | 2019-11-14 | -56.42% |
| BKNG BOOKING HLDGS INC | United States | COM | 5,698 | $11,183,000 | 4.57% | 2019-09-30 | 2019-11-14 | +106.80% |
| TWLO TWILIO INC | United States | CL A | 98,020 | $10,778,000 | 4.41% | 2019-09-30 | 2019-11-14 | +164.44% |
| IT GARTNER INC | United States | COM | 73,290 | $10,480,000 | 4.29% | 2019-09-30 | 2019-11-14 | +29.97% |
| SPGI S&P GLOBAL INC | United States | COM | 41,523 | $10,172,000 | 4.16% | 2019-09-30 | 2019-11-14 | +69.33% |
| FICO FAIR ISAAC CORP | United States | COM | 32,158 | $9,761,000 | 3.99% | 2019-09-30 | 2019-11-14 | +103.57% |
| FIS FIDELITY NATL INFORMATION SV | United States | COM | 69,309 | $9,201,000 | 3.76% | 2019-09-30 | 2019-11-14 | -74.88% |
| W WAYFAIR INC | United States | CL A | 76,210 | $8,545,000 | 3.49% | 2019-09-30 | 2019-11-14 | -9.07% |
| MDB MONGODB INC | United States | CL A | 58,110 | $7,001,000 | 2.86% | 2019-09-30 | 2019-11-14 | +179.87% |
| AKAM AKAMAI TECHNOLOGIES INC | United States | COM | 69,894 | $6,387,000 | 2.61% | 2019-09-30 | 2019-11-14 | +18.68% |
| CRWD CROWDSTRIKE HLDGS INC | United States | CL A | 100,540 | $5,862,000 | 2.40% | 2019-09-30 | 2019-11-14 | +1702.06% |
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