Center Lake Capital Management as of Sept. 30, 2021
Portfolio Holdings for Center Lake Capital Management
Center Lake Capital Management holds 16 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 14.7 | $90M | 320k | 281.92 | |
| Alphabet Cap Stk Cl A (GOOGL) | 14.3 | $88M | 33k | 2673.52 | |
| Adobe Systems Incorporated (ADBE) | 11.2 | $69M | 120k | 575.72 | |
| Elastic N V Ord Shs (ESTC) | 10.9 | $67M | 450k | 148.99 | |
| Amazon (AMZN) | 9.3 | $58M | 18k | 3285.03 | |
| Servicenow (NOW) | 6.1 | $37M | 60k | 622.27 | |
| Docusign (DOCU) | 6.1 | $37M | 145k | 257.43 | |
| Everbridge, Inc. Cmn (EVBG) | 5.6 | $35M | 230k | 151.04 | |
| Cloudflare Cl A Com (NET) | 5.2 | $32M | 285k | 112.65 | |
| Atlassian Corp Cl A | 4.1 | $25M | 65k | 391.42 | |
| Mongodb Cl A (MDB) | 3.9 | $24M | 51k | 471.50 | |
| Bill Com Holdings Ord (BILL) | 3.4 | $21M | 77k | 266.95 | |
| Shopify Cl A (SHOP) | 1.6 | $9.8M | 7.3k | 1355.72 | |
| Snowflake Cl A (SNOW) | 1.4 | $8.5M | 28k | 302.43 | |
| Opendoor Technologies (OPEN) | 1.2 | $7.2M | 350k | 20.53 | |
| Netflix (NFLX) | 1.0 | $6.1M | 10k | 610.30 |
