Lunia Capital LP — Q1 2021 13F Holdings

Name: Lunia Capital LP — 13F Holdings, Q1 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001694165

Total reported value

$4.5M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	MA	Mastercard INC - A	Stock-Financials	70.01%	—	—
2	MSFT	Microsoft CORP	Stock-Tech	29.99%	—	-98.24%

Position changes disclosed by Lunia Capital LP for the quarter ending Q1 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MSFT	Microsoft CORP	+25.7%	-98.24%	Trim
2	GOOG	Alphabet Inc-cl C	—	EXIT	Sold out
3	ADP	Automatic Data Processing	—	EXIT	Sold out
4	FISV	Fiserv INC	—	EXIT	Sold out
5	VRSN	Verisign INC	—	EXIT	Sold out
6	CPRT	Copart INC	—	EXIT	Sold out
7	V	Visa Inc-class A Shares	—	EXIT	Sold out
8	GDDY	Godaddy INC - Class A	—	EXIT	Sold out
9	TRI	Thomson Reuters Corporation	—	EXIT	Sold out
10	BR	Broadridge Financial Solutio	—	EXIT	Sold out
11	TRU	Transunion	—	EXIT	Sold out
12	IHS	Ihs Markit LTD	—	EXIT	Sold out
13	WNSN	Wns Holdings Ltd-adr	—	EXIT	Sold out
14	IT	Gartner INC	—	EXIT	Sold out
15	AMZN	Amazon.com INC	—	EXIT	Sold out
16	TW	Tradeweb Markets Inc-class A	—	EXIT	Sold out
17	BKIEUR	Black Knight INC	—	EXIT	Sold out
18	ADSK	Autodesk INC	—	EXIT	Sold out
19	PINS	Pinterest Inc- Class A	—	EXIT	Sold out
20	G	Genpact Limited	—	EXIT	Sold out
21	PANW	Palo Alto Networks INC	—	EXIT	Sold out
22	ADBE	Adobe INC	—	EXIT	Sold out
23	UBER	Uber Technologies INC	—	EXIT	Sold out
24	OPLN	Openlane INC	—	EXIT	Sold out
25	CACI	Caci International INC -cl A	—	EXIT	Sold out
26	CTAS	Cintas CORP	—	EXIT	Sold out
27	GPN	Global Payments INC	—	EXIT	Sold out
28	FCN	Fti Consulting INC	—	EXIT	Sold out
29	MAN	Manpowergroup INC	—	EXIT	Sold out
30	SERVUSD	Terminix Global Holdings INC	—	EXIT	Sold out
31	IPG	Interpublic Group Of Cos INC	—	EXIT	Sold out
32	ABNB	Airbnb Inc-class A	—	EXIT	Sold out
33	EBAY	Ebay INC	—	EXIT	Sold out
34	MA	Mastercard INC - A	—	NEW	New buy