Center Lake Capital Management as of Dec. 31, 2022
Portfolio Holdings for Center Lake Capital Management
Center Lake Capital Management holds 6 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 29.3 | $20M | 95k | 207.76 | |
| TransDigm Group Incorporated (TDG) | 23.3 | $16M | 25k | 629.65 | |
| Mastercard Incorporated Cl A (MA) | 23.2 | $16M | 45k | 347.73 | |
| Microsoft Corporation (MSFT) | 8.9 | $6.0M | 25k | 239.82 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.8 | $5.3M | 60k | 88.23 | |
| Amazon (AMZN) | 7.5 | $5.0M | 60k | 84.00 |
