Center Lake Capital Management as of June 30, 2020
Portfolio Holdings for Center Lake Capital Management
Center Lake Capital Management holds 10 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupa Software | 19.9 | $104M | 375k | 277.04 | |
| Amazon (AMZN) | 11.8 | $61M | 22k | 2758.83 | |
| Adobe Systems Incorporated (ADBE) | 11.7 | $61M | 140k | 435.31 | |
| Microsoft Corporation (MSFT) | 10.9 | $57M | 280k | 203.51 | |
| Servicenow (NOW) | 10.7 | $56M | 138k | 405.06 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 9.3 | $48M | 390k | 123.96 | |
| Atlassian Corp Cl A | 7.9 | $42M | 230k | 180.27 | |
| Ringcentral Cl A (RNG) | 6.4 | $33M | 117k | 285.01 | |
| CoStar (CSGP) | 5.8 | $30M | 43k | 710.66 | |
| Alteryx Com Cl A | 5.6 | $30M | 180k | 164.28 |
