Lucha Capital Management’s Wayfair W Stock Holding History

Lucha Capital Management’s Portfolio W Stock Details W Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-120,000	Closed	-$17.8M	–	42
2019 Q1	$17.8M	Buy	+120,000	New	+$15.7M	4.92%	5

Other funds holding W

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Lucha Capital Management's W Position: Q3 2019 in Review

Lucha Capital Management opened a new position in Wayfair (W) in Q3 2019: 76,210 shares worth $8.54M. The stake represents 2.61% of the portfolio and ranks #24 among its holdings.

298 funds tracked by Wall St. Rank hold W as of Q3 2019.

Lucha Capital Management held 76,210 shares of Wayfair worth $8.54M as of Q3 2019.
Wayfair was a new Lucha Capital Management position in Q3 2019.
Wayfair made up 2.61% of Lucha Capital Management's portfolio in Q3 2019, its #24 holding.
298 funds tracked by Wall St. Rank held Wayfair as of Q3 2019.

Based on Lucha Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.