Center Lake Capital Management as of June 30, 2024
Portfolio Holdings for Center Lake Capital Management
Center Lake Capital Management holds 9 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 21.7 | $11M | 25k | 446.95 | |
| Amazon (AMZN) | 18.8 | $9.7M | 50k | 193.25 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 15.2 | $7.8M | 30k | 260.70 | |
| TransDigm Group Incorporated (TDG) | 12.4 | $6.4M | 5.0k | 1277.61 | |
| Copart (CPRT) | 8.9 | $4.6M | 85k | 54.16 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.8 | $4.6M | 25k | 182.15 | |
| NVIDIA Corporation (NVDA) | 7.2 | $3.7M | 30k | 123.54 | |
| National Storage Affiliates Com Shs Ben In (NSA) | 5.6 | $2.9M | 70k | 41.22 | |
| Geo Group Inc/the reit (GEO) | 1.4 | $718k | 50k | 14.36 |
