Lunia Capital LP — Q1 2021 13F 持股

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

CIK: 0001694165

申报总市值

US$449.4万

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化	4Q Trend
1	MA	Mastercard INC - A	股票-金融	70.01%	—	—
2	MSFT	Microsoft CORP	股票-科技	29.99%	—	-98.24%

Lunia Capital LP 于截至 Q1 2021 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	MSFT	Microsoft CORP	+25.7%	-98.24%	减仓
2	GOOG	Alphabet Inc-cl C	—	EXIT	清仓
3	ADP	Automatic Data Processing	—	EXIT	清仓
4	FISV	Fiserv INC	—	EXIT	清仓
5	VRSN	Verisign INC	—	EXIT	清仓
6	CPRT	Copart INC	—	EXIT	清仓
7	V	Visa Inc-class A Shares	—	EXIT	清仓
8	GDDY	Godaddy INC - Class A	—	EXIT	清仓
9	TRI	Thomson Reuters Corporation	—	EXIT	清仓
10	BR	Broadridge Financial Solutio	—	EXIT	清仓
11	TRU	Transunion	—	EXIT	清仓
12	IHS	Ihs Markit LTD	—	EXIT	清仓
13	WNSN	Wns Holdings Ltd-adr	—	EXIT	清仓
14	IT	Gartner INC	—	EXIT	清仓
15	AMZN	Amazon.com INC	—	EXIT	清仓
16	TW	Tradeweb Markets Inc-class A	—	EXIT	清仓
17	BKIEUR	Black Knight INC	—	EXIT	清仓
18	ADSK	Autodesk INC	—	EXIT	清仓
19	PINS	Pinterest Inc- Class A	—	EXIT	清仓
20	G	Genpact Limited	—	EXIT	清仓
21	PANW	Palo Alto Networks INC	—	EXIT	清仓
22	ADBE	Adobe INC	—	EXIT	清仓
23	UBER	Uber Technologies INC	—	EXIT	清仓
24	OPLN	Openlane INC	—	EXIT	清仓
25	CACI	Caci International INC -cl A	—	EXIT	清仓
26	CTAS	Cintas CORP	—	EXIT	清仓
27	GPN	Global Payments INC	—	EXIT	清仓
28	FCN	Fti Consulting INC	—	EXIT	清仓
29	MAN	Manpowergroup INC	—	EXIT	清仓
30	SERVUSD	Terminix Global Holdings INC	—	EXIT	清仓
31	IPG	Interpublic Group Of Cos INC	—	EXIT	清仓
32	ABNB	Airbnb Inc-class A	—	EXIT	清仓
33	EBAY	Ebay INC	—	EXIT	清仓
34	MA	Mastercard INC - A	—	NEW	新建仓