Center Lake Capital Management as of June 30, 2021
Portfolio Holdings for Center Lake Capital Management
Center Lake Capital Management holds 19 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Adobe Systems Incorporated (ADBE) | 11.1 | $76M | 130k | 585.64 | |
| Alphabet Cap Stk Cl A (GOOGL) | 11.0 | $76M | 31k | 2441.77 | |
| Microsoft Corporation (MSFT) | 10.5 | $72M | 265k | 270.90 | |
| Amazon (AMZN) | 10.0 | $69M | 20k | 3440.15 | |
| Facebook Cl A (META) | 7.6 | $52M | 149k | 347.71 | |
| Peloton Interactive Cl A Com (PTON) | 6.3 | $43M | 350k | 124.02 | |
| Elastic Nv Ord Shs (ESTC) | 6.1 | $42M | 288k | 145.76 | |
| Docusign (DOCU) | 6.1 | $42M | 150k | 279.57 | |
| Everbridge, Inc. Cmn (EVBG) | 4.6 | $31M | 230k | 136.08 | |
| Coupa Software | 4.0 | $28M | 105k | 262.11 | |
| Cloudflare Cl A Com (NET) | 3.6 | $25M | 235k | 105.84 | |
| Crowdstrike Hldgs Cl A (MA) | 3.5 | $24M | 96k | 251.31 | |
| Chegg (CHGG) | 3.3 | $23M | 275k | 83.11 | |
| Servicenow (NOW) | 3.2 | $22M | 40k | 549.55 | |
| Mongodb Cl A (MDB) | 2.3 | $16M | 43k | 361.51 | |
| Twilio Cl A (TWLO) | 1.9 | $13M | 32k | 394.17 | |
| Atlassian Corp Cl A | 1.8 | $13M | 49k | 256.86 | |
| Bill Com Holdings Ord (BILL) | 1.8 | $12M | 68k | 183.19 | |
| Pinterest Cl A (PINS) | 1.2 | $7.9M | 100k | 78.95 |
