Credit: - New Purchases: GDOT , SBAC , TVPT , MTCH, PANW, VCRA, INXN, STMP,
- Added Positions:CRM, CSOD, PYPL, FIS, VNTV,
- Reduced Positions:FLEX, EXPE, TRUE, FOXA, EEFT,
- Sold Out:HAWK, RBA, SYMC, ZEN, ZG, NXPI, AKAM, ADSK, CTSH, DST,
For the details of Lucha Capital Management, LP's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Lucha+Capital+Management%2C+LP
These are the top 5 holdings of Lucha Capital Management, LP
- Cornerstone OnDemand Inc ( CSOD ) - 398,779 shares, 9.88% of the total portfolio. Shares added by 70.52%
- PayPal Holdings Inc ( PYPL ) - 294,501 shares, 8.07% of the total portfolio. Shares added by 62.93%
- Green Dot Corp ( GDOT ) - 377,389 shares, 8.02% of the total portfolio. New Position
- Salesforce.com Inc ( CRM ) - 149,793 shares, 7.87% of the total portfolio. Shares added by 113.38%
- SBA Communications Corp ( SBAC ) - 91,305 shares, 7% of the total portfolio. New Position
New Purchase: Green Dot Corp ( GDOT )
Lucha Capital Management, LP initiated holdings in Green Dot Corp. The purchase prices were between $23.63 and $33.39, with an estimated average price of $28.33. The stock is now traded at around $35.98. The impact to the portfolio due to this purchase was 8.02%. The holdings were 377,389 shares as of 2017-03-31.
New Purchase: SBA Communications Corp ( SBAC )
Lucha Capital Management, LP initiated holdings in SBA Communications Corp. The purchase prices were between $102.6 and $120.37, with an estimated average price of $110.45. The stock is now traded at around $127.53. The impact to the portfolio due to this purchase was 7%. The holdings were 91,305 shares as of 2017-03-31.
New Purchase: Travelport Worldwide Ltd (TVPT)
Lucha Capital Management, LP initiated holdings in Travelport Worldwide Ltd. The purchase prices were between $11.55 and $14.68, with an estimated average price of $13.3. The stock is now traded at around $13.94. The impact to the portfolio due to this purchase was 6.85%. The holdings were 913,300 shares as of 2017-03-31.
New Purchase: Match Group Inc (MTCH)
Lucha Capital Management, LP initiated holdings in Match Group Inc. The purchase prices were between $15.7 and $18.46, with an estimated average price of $17.11. The stock is now traded at around $19.25. The impact to the portfolio due to this purchase was 5.77%. The holdings were 554,760 shares as of 2017-03-31.
New Purchase: Palo Alto Networks Inc (PANW)
Lucha Capital Management, LP initiated holdings in Palo Alto Networks Inc. The purchase prices were between $111.1 and $156.91, with an estimated average price of $134.14. The stock is now traded at around $116.46. The impact to the portfolio due to this purchase was 5.26%. The holdings were 73,300 shares as of 2017-03-31.
New Purchase: Vocera Communications Inc (VCRA)
Lucha Capital Management, LP initiated holdings in Vocera Communications Inc. The purchase prices were between $18.29 and $24.83, with an estimated average price of $21.18. The stock is now traded at around $25.12. The impact to the portfolio due to this purchase was 4.87%. The holdings were 307,650 shares as of 2017-03-31.
Added: Salesforce.com Inc ( CRM )
Lucha Capital Management, LP added to the holdings in Salesforce.com Inc by 113.38%. The purchase prices were between $70.54 and $83.81, with an estimated average price of $79.89. The stock is now traded at around $89.04. The impact to the portfolio due to this purchase was 4.18%. The holdings were 149,793 shares as of 2017-03-31.
Added: Cornerstone OnDemand Inc ( CSOD )
Lucha Capital Management, LP added to the holdings in Cornerstone OnDemand Inc by 70.52%. The purchase prices were between $38.36 and $43.75, with an estimated average price of $41.2. The stock is now traded at around $37.65. The impact to the portfolio due to this purchase was 4.09%. The holdings were 398,779 shares as of 2017-03-31.
Added: PayPal Holdings Inc ( PYPL )
Lucha Capital Management, LP added to the holdings in PayPal Holdings Inc by 62.93%. The purchase prices were between $39.31 and $43.54, with an estimated average price of $41.84. The stock is now traded at around $49.37. The impact to the portfolio due to this purchase was 3.12%. The holdings were 294,501 shares as of 2017-03-31.
Added: Fidelity National Information Services Inc (FIS)
Lucha Capital Management, LP added to the holdings in Fidelity National Information Services Inc by 24.05%. The purchase prices were between $76.98 and $83.84, with an estimated average price of $80.43. The stock is now traded at around $83.11. The impact to the portfolio due to this purchase was 1.25%. The holdings were 126,913 shares as of 2017-03-31.
Added: Vantiv Inc (VNTV)
Lucha Capital Management, LP added to the holdings in Vantiv Inc by 20.88%. The purchase prices were between $60.57 and $66.1, with an estimated average price of $63.62. The stock is now traded at around $62.19. The impact to the portfolio due to this purchase was 0.85%. The holdings were 120,997 shares as of 2017-03-31.
Sold Out: Blackhawk Network Holdings Inc (HAWK)
Lucha Capital Management, LP sold out the holdings in Blackhawk Network Holdings Inc. The sale prices were between $34 and $41, with an estimated average price of $37.09.
Sold Out: Ritchie Bros Auctioneers Inc (RBA)
Lucha Capital Management, LP sold out the holdings in Ritchie Bros Auctioneers Inc. The sale prices were between $30.63 and $34.69, with an estimated average price of $32.39.
Sold Out: Symantec Corp (SYMC)
Lucha Capital Management, LP sold out the holdings in Symantec Corp. The sale prices were between $24.01 and $30.83, with an estimated average price of $28.36.
Sold Out: Zendesk Inc (ZEN)
Lucha Capital Management, LP sold out the holdings in Zendesk Inc. The sale prices were between $22.13 and $28.32, with an estimated average price of $25.89.
Sold Out: Zillow Group Inc (ZG)
Lucha Capital Management, LP sold out the holdings in Zillow Group Inc. The sale prices were between $33.1 and $38, with an estimated average price of $35.63.
Sold Out: NXP Semiconductors NV (NXPI)
Lucha Capital Management, LP sold out the holdings in NXP Semiconductors NV. The sale prices were between $96 and $104.22, with an estimated average price of $101.12.
- Warning! GuruFocus has detected 5 Warning Signs with CRM. Click here to check it out.
- CRM 15-Year Financial Data
- The intrinsic value of CRM
- Peter Lynch Chart of CRM
This article first appeared on GuruFocus .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
