Lucha Capital Management, LP 13F 持仓 · 最近申报 2019年Q3
Lucha Capital Management 在 2019年Q3（报告期截至 2019-09-30）的 SEC 13F 申报中报告了 25 只证券，申报市值合计 3.27 亿美元。前几大持仓：DBX（6.58%）、P（6.32%）、HQY（5.91%）。本季前 25 大持仓中：新建仓 10 只、增持 6 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DBX | DROPBOX INC | $21.5M | 6.58% | 1.1M | 新建仓 |
| 2 | P | PURE STORAGE INC | $20.7M | 6.32% | 1.2M | 新建仓 |
| 3 | HQY | HEALTHEQUITY INC | $19.3M | 5.91% | 338,237 | 增持 |
| 4 | RP | REALPAGE INC | $16.7M | 5.10% | 265,594 | 减持 |
| 5 | NXPI | NXP SEMICONDUCTORS N V | $15.9M | 4.85% | 145,340 | 新建仓 |
| 6 | EA | ELECTRONIC ARTS INC | $14.5M | 4.43% | 148,244 | 减持 |
| 7 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $13.6M | 4.16% | 108,643 | 增持 |
| 8 | STX | SEAGATE TECHNOLOGY PLC | $13.4M | 4.11% | 250,000 | 新建仓 |
| 9 | GDDY | GODADDY INC | $13.4M | 4.09% | 203,029 | 减持 |
| 10 | PYPL | PAYPAL HLDGS INC | $13.1M | 4.00% | 126,281 | 减持 |
| 11 | PLAN | ANAPLAN INC | $11.8M | 3.60% | 250,600 | 增持 |
| 12 | CIEN | CIENA CORP | $11.7M | 3.59% | 299,220 | 减持 |
| 13 | EEFT | EURONET WORLDWIDE INC | $11.4M | 3.49% | 77,934 | 减持 |
| 14 | BKNG | BOOKING HLDGS INC | $11.2M | 3.42% | 5,698 | 减持 |
| 15 | TWLO | TWILIO INC | $10.8M | 3.29% | 98,020 | 增持 |
| 16 | TEAM | ATLASSIAN CORP PLC | $10.5M | 3.22% | 83,900 | 增持 |
| 17 | POLY | PLANTRONICS INC NEW | $10.5M | 3.21% | 281,580 | 新建仓 |
| 18 | IT | GARTNER INC | $10.5M | 3.20% | 73,290 | 新建仓 |
| 19 | SPGI | S&P GLOBAL INC | $10.2M | 3.11% | 41,523 | 减持 |
| 20 | MTCH2 | MATCH GROUP INC | $10.1M | 3.09% | 141,285 | 增持 |
| 21 | FICO | FAIR ISAAC CORP | $9.8M | 2.98% | 32,158 | 减持 |
| 22 | XLNX | XILINX INC | $9.6M | 2.93% | 100,000 | 新建仓 |
| 23 | FIS | FIDELITY NATL INFORMATION SV | $9.2M | 2.81% | 69,309 | 新建仓 |
| 24 | W | WAYFAIR INC | $8.5M | 2.61% | 76,210 | 新建仓 |
| 25 | MDB | MONGODB INC | $7.0M | 2.14% | 58,110 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2019-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR