Center Lake Capital Management as of June 30, 2023
Portfolio Holdings for Center Lake Capital Management
Center Lake Capital Management holds 10 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 17.1 | $29M | 85k | 340.54 | |
| Amazon (AMZN) | 16.2 | $27M | 210k | 130.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 14.8 | $25M | 210k | 119.70 | |
| Apple (AAPL) | 11.4 | $19M | 100k | 193.97 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 9.0 | $15M | 100k | 152.25 | |
| Copart (CPRT) | 8.1 | $14M | 150k | 91.21 | |
| TransDigm Group Incorporated (TDG) | 7.9 | $13M | 15k | 894.17 | |
| NVIDIA Corporation (NVDA) | 6.2 | $11M | 25k | 423.02 | |
| Adobe Systems Incorporated (ADBE) | 5.8 | $9.8M | 20k | 488.99 | |
| Visa Com Cl A (V) | 3.5 | $5.9M | 25k | 237.48 |
