LC

Lunia Capital Portfolio holdings

AUM $3.32M
1-Year Est. Return 39.96%
This Quarter Est. Return
1 Year Est. Return
+39.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.25M
AUM Growth
+$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$350K
2
+$298K
3
+$287K
4
PANW icon
Palo Alto Networks
PANW
+$286K
5
VRSN icon
VeriSign
VRSN
+$279K

Top Sells

1
+$132K

Sector Composition

1 Technology 50.25%
2 Industrials 26.74%
3 Financials 9.17%
4 Communication Services 7.17%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.79T
$396K 12.18%
1,461
+575
CPRT icon
2
Copart
CPRT
$42.7B
$350K 10.77%
+10,612
PYPL icon
3
PayPal
PYPL
$62.9B
$298K 9.17%
+1,024
CTAS icon
4
Cintas
CTAS
$74.5B
$287K 8.83%
+3,000
PANW icon
5
Palo Alto Networks
PANW
$138B
$286K 8.8%
+4,620
VRSN icon
6
VeriSign
VRSN
$24.3B
$279K 8.58%
+1,227
IT icon
7
Gartner
IT
$17.8B
$252K 7.75%
+1,042
INFO
8
DELISTED
IHS Markit Ltd. Common Shares
INFO
$233K 7.17%
+2,071
TDG icon
9
TransDigm Group
TDG
$70.6B
$232K 7.14%
+358
GDDY icon
10
GoDaddy
GDDY
$17.8B
$219K 6.74%
+2,513
AMZN icon
11
Amazon
AMZN
$2.28T
$217K 6.68%
+1,260
INTU icon
12
Intuit
INTU
$181B
$201K 6.18%
+411
MA icon
13
Mastercard
MA
$500B
– –
-370