Center Lake Capital Management as of Dec. 31, 2021
Portfolio Holdings for Center Lake Capital Management
Center Lake Capital Management holds 16 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 20.7 | $118M | 350k | 336.32 | |
| Alphabet Cap Stk Cl A (GOOGL) | 20.3 | $116M | 40k | 2897.05 | |
| Amazon (AMZN) | 17.6 | $100M | 30k | 3334.33 | |
| Adobe Systems Incorporated (ADBE) | 7.5 | $43M | 75k | 567.07 | |
| Servicenow (NOW) | 5.7 | $33M | 50k | 649.12 | |
| Mongodb Cl A (MDB) | 4.3 | $24M | 46k | 529.35 | |
| Cloudflare Cl A Com (NET) | 4.3 | $24M | 185k | 131.50 | |
| Atlassian Corp Cl A | 3.9 | $23M | 59k | 381.29 | |
| Roblox Corp Cl A (RBLX) | 3.6 | $21M | 200k | 103.16 | |
| Shopify Cl A (SHOP) | 3.4 | $19M | 14k | 1377.37 | |
| Bill Com Holdings Ord (BILL) | 3.3 | $19M | 76k | 249.15 | |
| Snowflake Cl A (SNOW) | 1.8 | $11M | 31k | 338.74 | |
| Global E Online SHS (GLBE) | 1.7 | $9.5M | 150k | 63.39 | |
| NVIDIA Corporation (NVDA) | 0.8 | $4.4M | 15k | 294.13 | |
| Datadog Cl A Com (DDOG) | 0.6 | $3.6M | 20k | 178.10 | |
| Zoominfo Technologies Com Cl A (ZI) | 0.6 | $3.2M | 50k | 64.20 |
