Center Lake Capital Management as of Sept. 30, 2020
Portfolio Holdings for Center Lake Capital Management
Center Lake Capital Management holds 11 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupa Software | 18.3 | $87M | 318k | 274.24 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 14.6 | $69M | 485k | 142.87 | |
| CoStar (CSGP) | 14.4 | $69M | 81k | 848.51 | |
| Microsoft Corporation (MSFT) | 12.7 | $60M | 287k | 210.33 | |
| Adobe Systems Incorporated (ADBE) | 11.1 | $53M | 108k | 490.43 | |
| Servicenow (NOW) | 11.0 | $53M | 108k | 485.00 | |
| Amazon (AMZN) | 10.7 | $51M | 16k | 3148.74 | |
| Ringcentral Cl A (RNG) | 3.8 | $18M | 66k | 274.61 | |
| Atlassian Corp Cl A | 2.5 | $12M | 65k | 181.79 | |
| Cloudflare Cl A Com (NET) | 0.9 | $4.3M | 104k | 41.06 | |
| Bill Com Holdings Ord (BILL) | 0.0 | $221k | 2.2k | 100.45 |
