Lucha Capital Management, LP
données du 30/09/2019
Capitalisation
$ 327.132 M
-17.98 %
Performance
$ 116.090 M
53.66 %
| Date | Symbol | Nom | Poids | Capitalisation | Nombre d'action | 1er ajout | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2019/09/30 | DBX | DROPBOX INC | 6.58% | 21.513 M $ | 1066569 | 2018/12/31 | 0.000 $ | 0.00 % |
| 2019/09/30 | PSTG | PURE STORAGE INC | 6.32% | 20.688 M $ | 1221242 | 2019/09/30 | 0.000 $ | 0.00 % |
| 2019/09/30 | HQY | HEALTHEQUITY INC | 5.91% | 19.329 M $ | 338237 | 2019/06/30 | -2.024 M $ | -10.86 % |
| 2019/09/30 | RP | REALPAGE INC | 5.10% | 16.695 M $ | 265594 | 2019/03/31 | 989.868 K $ | 6.07 % |
| 2019/09/30 | NXPI | NXP SEMICONDUCTORS N V | 4.85% | 15.860 M $ | 145340 | 2018/09/30 | 0.000 $ | 0.00 % |
| 2019/09/30 | EA | ELECTRONIC ARTS INC | 4.43% | 14.501 M $ | 148244 | 2019/03/31 | -693.463 K $ | -3.03 % |
| 2019/09/30 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 4.16% | 13.617 M $ | 108643 | 2018/06/30 | 916.172 K $ | 8.26 % |
| 2019/09/30 | STX | SEAGATE TECHNOLOGY PLC | 4.11% | 13.448 M $ | 250000 | 2019/09/30 | 0.000 $ | 0.00 % |
| 2019/09/30 | GDDY | GODADDY INC | 4.10% | 13.396 M $ | 203029 | 2017/06/30 | -1.270 M $ | -6.87 % |
| 2019/09/30 | PYPL | PAYPAL HLDGS INC | 4.00% | 13.081 M $ | 126281 | 2016/12/31 | -1.852 M $ | -9.99 % |
| 2019/09/30 | PLAN | ANAPLAN INC | 3.60% | 11.778 M $ | 250600 | 2019/06/30 | -309.163 K $ | -6.68 % |
| 2019/09/30 | CIEN | CIENA CORP | 3.59% | 11.738 M $ | 299220 | 2019/06/30 | -1.123 M $ | -6.66 % |
| 2019/09/30 | EEFT | EURONET WORLDWIDE INC | 3.49% | 11.402 M $ | 77934 | 2016/12/31 | -1.774 M $ | -12.58 % |
| 2019/09/30 | BKNG | BOOKING HLDGS INC | 3.42% | 11.183 M $ | 5698 | 2018/03/31 | 494.776 K $ | 3.42 % |
| 2019/09/30 | TWLO | TWILIO INC | 3.29% | 10.778 M $ | 98020 | 2019/06/30 | -721.996 K $ | -19.73 % |
| 2019/09/30 | TEAM | ATLASSIAN CORP PLC | 3.22% | 10.524 M $ | 83900 | 2019/06/30 | -182.557 K $ | -4.84 % |
| 2019/09/30 | POLY | PLANTRONICS INC NEW | 3.21% | 10.509 M $ | 281580 | 2019/09/30 | 0.000 $ | 0.00 % |
| 2019/09/30 | IT | GARTNER INC | 3.20% | 10.480 M $ | 73290 | 2019/09/30 | 0.000 $ | 0.00 % |
| 2019/09/30 | SPGI | S&P GLOBAL INC | 3.11% | 10.172 M $ | 41523 | 2018/12/31 | 678.268 K $ | 5.58 % |
| 2019/09/30 | MATCH GROUP INC | 3.09% | 10.093 M $ | 141285 | 2018/12/31 | 487.201 K $ | 6.20 % | |
| 2019/09/30 | FICO | FAIR ISAAC CORP | 2.98% | 9.761 M $ | 32158 | 2018/12/31 | -494.269 K $ | -4.21 % |
| 2019/09/30 | XLNX | XILINX INC | 2.93% | 9.590 M $ | 100000 | 2019/09/30 | 0.000 $ | 0.00 % |
| 2019/09/30 | FIS | FIDELITY NATL INFORMATION SV | 2.81% | 9.201 M $ | 69309 | 2019/09/30 | 0.000 $ | 0.00 % |
| 2019/09/30 | W | WAYFAIR INC | 2.61% | 8.545 M $ | 76210 | 2019/09/30 | 0.000 $ | 0.00 % |
| 2019/09/30 | MDB | MONGODB INC | 2.14% | 7.001 M $ | 58110 | 2019/09/30 | 0.000 $ | 0.00 % |
| 2019/09/30 | AKAM | AKAMAI TECHNOLOGIES INC | 1.95% | 6.387 M $ | 69894 | 2019/03/31 | 2.778 M $ | 13.73 % |
| 2019/09/30 | CRWD | CROWDSTRIKE HLDGS INC | 1.79% | 5.862 M $ | 100540 | 2019/09/30 | 0.000 $ | 0.00 % |
| 2019/09/30 | WDAY | WORKDAY INC | 0.00% | 0.000 $ | 0 | 2019/06/30 | 0.000 $ | 0.00 % |
| 2019/09/30 | HUBS | HUBSPOT INC | 0.00% | 0.000 $ | 0 | 2019/06/30 | 0.000 $ | 0.00 % |
| 2019/09/30 | CSCO | CISCO SYS INC | 0.00% | 0.000 $ | 0 | 2019/06/30 | 0.000 $ | 0.00 % |
| 2019/09/30 | GRUB | GRUBHUB INC | 0.00% | 0.000 $ | 0 | 2019/06/30 | 0.000 $ | 0.00 % |
| 2019/09/30 | CARBON BLACK INC | 0.00% | 0.000 $ | 0 | 2019/06/30 | 0.000 $ | 0.00 % | |
| 2019/09/30 | WIX | WIX COM LTD | 0.00% | 0.000 $ | 0 | 2019/06/30 | 0.000 $ | 0.00 % |
| 2019/09/30 | AAPL | APPLE INC | 0.00% | 0.000 $ | 0 | 2019/06/30 | 0.000 $ | 0.00 % |
| 2019/09/30 | TWOU | 2U INC | 0.00% | 0.000 $ | 0 | 2019/03/31 | 0.000 $ | 0.00 % |
| 2019/09/30 | WORLDPAY INC | 0.00% | 0.000 $ | 0 | 2018/03/31 | 0.000 $ | 0.00 % | |
| 2019/09/30 | IRBT | IROBOT CORP | 0.00% | 0.000 $ | 0 | 2019/06/30 | 0.000 $ | 0.00 % |
| 2019/09/30 | PRLB | PROTO LABS INC | 0.00% | 0.000 $ | 0 | 2019/06/30 | 0.000 $ | 0.00 % |
| 2019/09/30 | SMAR | SMARTSHEET INC | 0.00% | 0.000 $ | 0 | 2019/06/30 | 0.000 $ | 0.00 % |
| 2019/09/30 | ZEN | ZENDESK INC | 0.00% | 0.000 $ | 0 | 2018/12/31 | 0.000 $ | 0.00 % |
| 2019/09/30 | GWRE | GUIDEWIRE SOFTWARE INC | 0.00% | 0.000 $ | 0 | 2019/03/31 | 0.000 $ | 0.00 % |
| 2019/09/30 | MU | MICRON TECHNOLOGY INC | 0.00% | 0.000 $ | 0 | 2018/12/31 | 0.000 $ | 0.00 % |
| 2019/09/30 | VCRA | VOCERA COMMUNICATIONS INC | 0.00% | 0.000 $ | 0 | 2019/06/30 | 0.000 $ | 0.00 % |