Center Lake Capital Management, LLC - Q2 2019 holdings

$309 Million is the total value of Center Lake Capital Management, LLC's 11 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .

 Value Shares↓ Weighting
SMAR NewSMARTSHEET INC$14,520,000300,000
+100.0%
4.70%
WORK NewSLACK TECHNOLOGIES INC$9,938,000265,000
+100.0%
3.22%
ZM NewZOOM VIDEO COMMUNICATIONS INCcl a$444,0005,000
+100.0%
0.14%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2019-08-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
AMAZON.COM INC16Q3 202333.2%
MICROSOFT CORP15Q3 202333.6%
ALPHABET INC12Q3 202320.7%
MONGODB INC12Q3 202221.4%
ATLASSIAN CORP PLC12Q1 202210.0%
ADOBE SYSTEMS INCORPORATED11Q3 202314.1%
COUPA SOFTWARE INC10Q2 202128.9%
SERVICENOW INC10Q1 202311.9%
CLOUDFLARE INC9Q3 20225.6%
BILL COM HLDGS INC8Q3 20223.6%

View Center Lake Capital Management, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-23
13F-HR2023-11-14
13F-HR2023-08-15
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR/A2022-08-16
13F-HR2022-08-15
13F-HR2022-05-13
13F-HR2022-02-14

View Center Lake Capital Management, LLC's complete filings history.

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