57 is the total number of securities Center Lake Capital Management, LLC has owned. The longest Center Lake Capital Management, LLC has owned a single stock is 16 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| AMZN | AMAZON.COM INC | 16 | 16 | 2.71% | 13.49% | 33.22% | Q4 2019 | Q3 2023 | 16 |
| MSFT | MICROSOFT CORP | 15 | 15 | 8.89% | 16.16% | 33.61% | Q1 2020 | Q3 2023 | 15 |
| GOOGL | ALPHABET INC | 11 | 1 | 3.58% | 13.87% | 20.71% | Q4 2019 | Q3 2023 | 12 |
| MDB | MONGODB INC | 8 | 4 | 1.76% | 6.41% | 21.36% | Q4 2018 | Q3 2022 | 12 |
| TEAM | ATLASSIAN CORP PLC | 9 | 3 | 0.73% | 4.86% | 10.01% | Q1 2019 | Q1 2022 | 12 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 9 | 2 | 5.77% | 10.99% | 14.08% | Q4 2019 | Q3 2023 | 11 |
| COUP | COUPA SOFTWARE INC | 10 | 10 | 3.95% | 15.89% | 28.89% | Q1 2019 | Q2 2021 | 10 |
| NOW | SERVICENOW INC | 9 | 1 | 3.16% | 8.19% | 11.94% | Q4 2019 | Q1 2023 | 10 |
| NET | CLOUDFLARE INC | 9 | 9 | 0.90% | 3.67% | 5.57% | Q3 2020 | Q3 2022 | 9 |
| BILL | BILL COM HLDGS INC | 6 | 2 | 0.05% | 2.39% | 3.59% | Q3 2020 | Q3 2022 | 8 |
| AYX | ALTERYX INC | 7 | 7 | 5.65% | 20.90% | 41.87% | Q4 2018 | Q2 2020 | 7 |
| V | VISA INC | 6 | 1 | 3.50% | 12.15% | 29.26% | Q4 2019 | Q3 2023 | 7 |
| MA | MASTERCARD INCORPORATED | 2 | 1 | 4.30% | 11.82% | 23.20% | Q4 2019 | Q1 2023 | 6 |
| TDG | TRANSDIGM GROUP INC | 4 | 1 | 7.15% | 11.41% | 23.34% | Q2 2022 | Q3 2023 | 5 |
| LBRDK | LIBERTY BROADBAND CORP | 5 | 5 | 6.14% | 9.83% | 14.56% | Q4 2019 | Q4 2020 | 5 |
| EVBG | EVERBRIDGE INC | 3 | 2 | 4.50% | 9.28% | 16.29% | Q4 2018 | Q3 2021 | 5 |
| SNOW | SNOWFLAKE INC | 4 | 1 | 1.38% | 1.60% | 1.84% | Q1 2021 | Q2 2022 | 5 |
| DDOG | DATADOG INC | 4 | 1 | 0.62% | 1.47% | 3.16% | Q4 2020 | Q3 2022 | 5 |
| OKTA | OKTA INC | 4 | 4 | 9.75% | 16.26% | 24.42% | Q4 2018 | Q3 2019 | 4 |
| ESTC | ELASTIC NV | 4 | 4 | 0.89% | 4.97% | 10.90% | Q4 2020 | Q3 2021 | 4 |
| RNG | RINGCENTRAL INC CL A | 4 | 4 | 0.81% | 4.80% | 8.19% | Q1 2020 | Q4 2020 | 4 |
| TWLO | TWILIO INC | 2 | 2 | 1.73% | 4.45% | 7.17% | Q1 2019 | Q2 2021 | 4 |
| CSGP | COSTAR GROUP INC | 3 | 3 | 5.79% | 10.61% | 14.39% | Q2 2020 | Q4 2020 | 3 |
| CPRT | COPART INC | 3 | 3 | 7.29% | 8.73% | 10.81% | Q1 2023 | Q3 2023 | 3 |
| FB | SHOPIFY INC | 2 | 1 | 0.39% | 5.28% | 8.09% | Q4 2019 | Q2 2021 | 3 |
| DOCU | DOCUSIGN INC | 3 | 3 | 1.87% | 4.66% | 6.07% | Q1 2021 | Q3 2021 | 3 |
| PS | PLURALSIGHT INC | 2 | 2 | 6.14% | 11.88% | 17.62% | Q1 2019 | Q2 2019 | 2 |
| AAPL | APPLE INC | 2 | 2 | 7.99% | 9.72% | 11.45% | Q1 2023 | Q2 2023 | 2 |
| SMAR | SMARTSHEET INC | 2 | 2 | 4.70% | 5.16% | 5.62% | Q2 2019 | Q3 2019 | 2 |
| NVDA | NVIDIA CORPORATION | 1 | 1 | 0.78% | 3.51% | 6.24% | Q4 2021 | Q2 2023 | 2 |
| SHOP | SHOPIFY INC | 2 | 2 | 1.60% | 2.48% | 3.36% | Q3 2021 | Q4 2021 | 2 |
| INTU | INTUIT | 1 | 1 | 11.68% | 11.68% | 11.68% | Q2 2022 | Q2 2022 | 1 |
| SMH | VANECK ETF TRUST | 1 | 1 | 8.98% | 8.98% | 8.98% | Q2 2023 | Q2 2023 | 1 |
| IGV | ISHARES TR | 1 | 1 | 8.37% | 8.37% | 8.37% | Q1 2022 | Q1 2022 | 1 |
| PTON | PELOTON INTERACTIVE INC | 1 | 1 | 6.24% | 6.24% | 6.24% | Q2 2021 | Q2 2021 | 1 |
| BAM | BROOKFIELD ASSET MGMT INC | 1 | 1 | 5.68% | 5.68% | 5.68% | Q2 2022 | Q2 2022 | 1 |
| SE | SEA LTD | 1 | 1 | 3.77% | 3.77% | 3.77% | Q4 2020 | Q4 2020 | 1 |
| BABA | ALIBABA GROUP HOLDING LTD | 1 | 1 | 3.65% | 3.65% | 3.65% | Q4 2019 | Q4 2019 | 1 |
| RBLX | ROBLOX CORP | 1 | 1 | 3.62% | 3.62% | 3.62% | Q4 2021 | Q4 2021 | 1 |
| FOUR | SHIFT4 PMTS INC | 1 | 1 | 3.40% | 3.40% | 3.40% | Q4 2020 | Q4 2020 | 1 |
| CHGG | CHEGG INC | 1 | 1 | 3.29% | 3.29% | 3.29% | Q2 2021 | Q2 2021 | 1 |
| WORK | SLACK TECHNOLOGIES INC | 1 | 1 | 3.22% | 3.22% | 3.22% | Q2 2019 | Q2 2019 | 1 |
| BILL.COM HLDGS,INC | 1 | 1 | 2.90% | 2.90% | 2.90% | Q1 2021 | Q1 2021 | 1 | |
| WCLD | WISDOMTREE TR | 1 | 1 | 2.23% | 2.23% | 2.23% | Q1 2021 | Q1 2021 | 1 |
| HMHC | HOUGHTON MIFFLIN HARCO... | 1 | 1 | 1.96% | 1.96% | 1.96% | Q1 2022 | Q1 2022 | 1 |
| ROKU | ROKU INC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2020 | Q4 2020 | 1 |
| GLBE | GLOBAL E ONLINE LTD | 1 | 1 | 1.67% | 1.67% | 1.67% | Q4 2021 | Q4 2021 | 1 |
| CVNA | CARVANA CO | 1 | 1 | 1.51% | 1.51% | 1.51% | Q4 2020 | Q4 2020 | 1 |
| OPEN | OPENDOOR TECHNOLOGIES INC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2021 | Q3 2021 | 1 |
| PINS | PINTEREST INC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2021 | Q2 2021 | 1 |
| NFLX | NETFLIX INC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q3 2021 | Q3 2021 | 1 |
| LYFT | LYFT INC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2021 | Q1 2021 | 1 |
| CRWD | CROWDSTRIKE HLDGS INC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2022 | Q2 2022 | 1 |
| FIVN | FIVE9 INC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2020 | Q4 2020 | 1 |
| AVLR | AVALARA INC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2020 | Q4 2020 | 1 |
| ZI | ZOOMINFO TECHNOLOGIES INC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2021 | Q4 2021 | 1 |
| ZM | ZOOM VIDEO COMMUNICATI... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Download | |||||||||
The securities at the top of the list , including AMAZON.COM INC, MICROSOFT CORP, and ALPHABET INC, are the highest-conviction holdings of Center Lake Capital Management, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Center Lake Capital Management, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Center Lake Capital Management, LLC owns currently or has owned in the past.