Highlights From The Sohn Conference in San Francisco
None of the Sohn Conferences is as exciting as the New York Conference but Sohn's San Francisco Conference comes close.
Fund Name: | Lucha Capital Management |
Manager | Marcelo Desio |
Portfolio Value | $327,132,000 |
Change This QTR | +0.82% |
No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | DBX | 1,066,569 | $21,513 | NEW | 6.57% | ||
2. | PSTG | 1,221,242 | $20,688 | NEW | 6.32% | ||
3. | HQY | 338,237 | $19,329 | +19% | 5.9% | ||
4. | RP | 265,594 | $16,695 | -5% | 5.1% | ||
5. | NXPI | 145,340 | $15,860 | NEW | 4.84% |