Center Lake Capital Management as of Dec. 31, 2019
Portfolio Holdings for Center Lake Capital Management
Center Lake Capital Management holds 11 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupa Software | 24.9 | $66M | 451k | 146.25 | |
| MasterCard Incorporated (MA) | 13.9 | $37M | 123k | 298.59 | |
| Adobe Systems Incorporated (ADBE) | 12.9 | $34M | 104k | 329.81 | |
| Visa (V) | 11.0 | $29M | 155k | 187.90 | |
| Servicenow (NOW) | 11.0 | $29M | 103k | 282.32 | |
| Alteryx | 8.9 | $24M | 235k | 100.07 | |
| Liberty Broadband Cl C (LBRDK) | 6.1 | $16M | 129k | 125.75 | |
| Alibaba Group Holding (BABA) | 3.6 | $9.7M | 46k | 212.11 | |
| Amazon (AMZN) | 3.6 | $9.6M | 5.2k | 1847.88 | |
| Alphabet Inc Class A cs (GOOGL) | 3.6 | $9.5M | 7.1k | 1339.36 | |
| Facebook Inc cl a (META) | 0.4 | $1.0M | 5.0k | 205.20 |
