Center Lake Capital Management as of Sept. 30, 2023
Portfolio Holdings for Center Lake Capital Management
Center Lake Capital Management holds 7 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 22.5 | $27M | 85k | 315.75 | |
| Alphabet Cap Stk Cl A (GOOGL) | 20.3 | $24M | 185k | 130.86 | |
| Amazon (AMZN) | 17.0 | $20M | 160k | 127.12 | |
| Adobe Systems Incorporated (ADBE) | 14.1 | $17M | 33k | 509.90 | |
| Copart (CPRT) | 10.8 | $13M | 300k | 43.09 | |
| TransDigm Group Incorporated (TDG) | 10.6 | $13M | 15k | 843.13 | |
| Visa Com Cl A (V) | 4.8 | $5.8M | 25k | 230.01 |
