Center Lake Capital Management as of Dec. 31, 2023
Portfolio Holdings for Center Lake Capital Management
Center Lake Capital Management holds 9 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 23.7 | $19M | 50k | 376.04 | |
| Amazon (AMZN) | 18.2 | $14M | 95k | 151.94 | |
| Alphabet Cap Stk Cl A (GOOGL) | 16.7 | $13M | 95k | 139.69 | |
| Adobe Systems Incorporated (ADBE) | 11.3 | $8.9M | 15k | 596.60 | |
| Visa Com Cl A (V) | 8.2 | $6.5M | 25k | 260.35 | |
| Intuit (INTU) | 7.9 | $6.3M | 10k | 625.03 | |
| TransDigm Group Incorporated (TDG) | 6.4 | $5.1M | 5.0k | 1011.60 | |
| Copart (CPRT) | 6.2 | $4.9M | 100k | 49.00 | |
| Geo Group Inc/the reit (GEO) | 1.4 | $1.1M | 100k | 10.83 |
