Center Lake Capital Management as of March 31, 2022
Portfolio Holdings for Center Lake Capital Management
Center Lake Capital Management holds 11 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Amazon (AMZN) | 24.3 | $130k | 40k | 3.26 | |
Microsoft Corporation (MSFT) | 23.0 | $123k | 400k | 0.31 | |
Alphabet Cap Stk Cl A (GOOGL) | 20.7 | $111k | 40k | 2.78 | |
Ishares Tr Expanded Tech (IGV) | 8.4 | $45k | 135k | 0.33 | |
Cloudflare Cl A Com (NET) | 5.6 | $30k | 250k | 0.12 | |
Mongodb Cl A (MDB) | 5.4 | $29k | 65k | 0.44 | |
Atlassian Corp Cl A | 3.8 | $21k | 70k | 0.29 | |
Bill Com Holdings Ord (BILL) | 3.6 | $19k | 85k | 0.23 | |
Hmh Holdings | 2.0 | $11k | 500k | 0.02 | |
Snowflake Cl A (SNOW) | 1.7 | $9.2k | 40k | 0.23 | |
Datadog Cl A Com (DDOG) | 1.7 | $9.1k | 60k | 0.15 |