Center Lake Capital Management as of March 31, 2021
Portfolio Holdings for Center Lake Capital Management
Center Lake Capital Management holds 18 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 15.7 | $85M | 28k | 3094.07 | |
| Adobe Systems Incorporated (ADBE) | 13.2 | $71M | 150k | 475.37 | |
| Alphabet Cap Stk Cl A (GOOGL) | 12.4 | $67M | 33k | 2062.52 | |
| Microsoft Corporation (MSFT) | 9.8 | $53M | 225k | 235.77 | |
| Mastercard Incorporated Cl A (MA) | 8.9 | $48M | 135k | 356.05 | |
| Coupa Software | 8.1 | $44M | 172k | 254.48 | |
| Facebook Cl A (META) | 7.4 | $40M | 135k | 294.53 | |
| Servicenow (NOW) | 3.7 | $20M | 40k | 500.10 | |
| Cloudflare Cl A Com (NET) | 3.5 | $19M | 270k | 70.26 | |
| Bill.com Hldgs | 2.9 | $16M | 108k | 145.50 | |
| Wisdomtree Tr Cloud Computng (WCLD) | 2.2 | $12M | 250k | 48.16 | |
| Elastic N V Ord Shs (ESTC) | 2.1 | $11M | 100k | 111.20 | |
| Mongodb Cl A (MDB) | 2.1 | $11M | 42k | 267.42 | |
| Atlassian Corp Cl A | 2.0 | $11M | 50k | 210.76 | |
| Docusign (DOCU) | 1.9 | $10M | 50k | 202.46 | |
| Twilio Cl A (TWLO) | 1.7 | $9.3M | 27k | 340.76 | |
| Snowflake Cl A (SNOW) | 1.6 | $8.6M | 38k | 229.28 | |
| Lyft Cl A Com (LYFT) | 0.9 | $4.7M | 75k | 63.19 |
