Center Lake Capital Management as of March 31, 2020
Portfolio Holdings for Center Lake Capital Management
Center Lake Capital Management holds 9 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupa Software | 17.4 | $52M | 374k | 139.73 | |
| Microsoft Corporation (MSFT) | 13.5 | $41M | 258k | 157.71 | |
| Adobe Systems Incorporated (ADBE) | 13.0 | $39M | 122k | 318.24 | |
| Amazon (AMZN) | 11.7 | $35M | 18k | 1949.72 | |
| Servicenow (NOW) | 11.1 | $33M | 116k | 286.58 | |
| Atlassian Corp Plc cl a | 10.0 | $30M | 219k | 137.26 | |
| Liberty Broadband Cl C (LBRDK) | 9.5 | $29M | 258k | 110.72 | |
| Ringcentral (RNG) | 8.2 | $25M | 116k | 211.91 | |
| Alteryx | 5.7 | $17M | 180k | 95.17 |
