Center Lake Capital Management as of Sept. 30, 2022
Portfolio Holdings for Center Lake Capital Management
Center Lake Capital Management holds 8 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 33.6 | $19M | 81k | 232.90 | |
| Amazon (AMZN) | 33.2 | $19M | 165k | 113.00 | |
| Visa Com Cl A (V) | 9.4 | $5.3M | 30k | 177.66 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.6 | $4.8M | 50k | 96.15 | |
| Cloudflare Cl A Com (NET) | 4.9 | $2.8M | 50k | 55.32 | |
| Mongodb Cl A (MDB) | 3.5 | $2.0M | 10k | 198.60 | |
| Bill Com Holdings Ord (BILL) | 3.5 | $2.0M | 15k | 132.40 | |
| Datadog Cl A Com (DDOG) | 3.2 | $1.8M | 20k | 88.80 |
