Center Lake Capital Management as of June 30, 2022
Portfolio Holdings for Center Lake Capital Management
Center Lake Capital Management holds 14 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 17.5 | $35M | 16k | 2240.13 | |
| Microsoft Corporation (MSFT) | 17.4 | $35M | 135k | 256.47 | |
| Visa Com Cl A (V) | 14.0 | $28M | 140k | 198.11 | |
| Intuit (INTU) | 11.7 | $23M | 60k | 386.28 | |
| Mastercard Incorporated Cl A (MA) | 11.2 | $22M | 70k | 318.29 | |
| TransDigm Group Incorporated (TDG) | 8.1 | $16M | 30k | 532.60 | |
| Brookfield Asset Mgmt Reins Cl A Exch Lt Vtg | 5.7 | $11M | 250k | 45.07 | |
| Mongodb Cl A (MDB) | 4.7 | $9.4M | 34k | 278.34 | |
| Amazon (AMZN) | 2.7 | $5.4M | 50k | 107.40 | |
| Bill Com Holdings Ord (BILL) | 1.7 | $3.5M | 30k | 115.53 | |
| Cloudflare Cl A Com (NET) | 1.7 | $3.4M | 75k | 45.44 | |
| Snowflake Cl A (SNOW) | 1.4 | $2.9M | 20k | 143.75 | |
| Datadog Cl A Com (DDOG) | 1.2 | $2.4M | 25k | 97.32 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $1.7M | 10k | 174.10 |
