Center Lake Capital Management as of March 31, 2023
Portfolio Holdings for Center Lake Capital Management
Center Lake Capital Management holds 9 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 16.8 | $26M | 90k | 288.30 | |
| Amazon (AMZN) | 15.7 | $24M | 235k | 103.29 | |
| Alphabet Cap Stk Cl A (GOOGL) | 15.1 | $23M | 225k | 103.73 | |
| Visa Com Cl A (V) | 13.1 | $20M | 90k | 225.46 | |
| Mastercard Incorporated Cl A (MA) | 9.4 | $15M | 40k | 363.41 | |
| Apple (AAPL) | 8.0 | $12M | 75k | 164.90 | |
| Servicenow (NOW) | 7.5 | $12M | 25k | 464.72 | |
| Copart (CPRT) | 7.3 | $11M | 150k | 75.21 | |
| TransDigm Group Incorporated (TDG) | 7.1 | $11M | 15k | 737.05 |
