CLCM
Center Lake Capital Management Portfolio holdings
AUM $45.8M
1-Year Return
58.23%
This Quarter Return
-0.45%
1 Year Return
+58.23%
3 Year Return
+98.29%
5 Year Return
+443.63%
10 Year Return
–
AUM
$78.4M
AUM Growth
–
Cap. Flow
+$78.4M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
4
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
AYX
Alteryx, Inc.
AYX
|
+$29.7M |
| 2 |
Okta
OKTA
|
+$19.1M |
| 3 |
MongoDB
MDB
|
+$16.7M |
| 4 |
EVBG
Everbridge, Inc. Common Stock
EVBG
|
+$12.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AYX
1
DELISTED
Alteryx, Inc.
AYX
| $29.7M | 37.93% |
+500,000
| New | +$29.7M |
|
|
2
Okta
OKTA
$16B
| $19.1M | 24.42% |
+300,000
| New | +$19.1M |
|
|
3
MongoDB
MDB
$27.2B
| $16.7M | 21.36% |
+200,000
| New | +$16.7M |
|
|
EVBG
4
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $12.8M | 16.29% |
+225,000
| New | +$12.8M |
|