Center Lake Capital Management as of Sept. 30, 2024
Portfolio Holdings for Center Lake Capital Management
Center Lake Capital Management holds 8 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 23.5 | $11M | 25k | 430.30 | |
| Amazon (AMZN) | 20.3 | $9.3M | 50k | 186.33 | |
| TransDigm Group Incorporated (TDG) | 15.6 | $7.1M | 5.0k | 1427.13 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 13.4 | $6.1M | 25k | 245.45 | |
| Copart (CPRT) | 9.7 | $4.5M | 85k | 52.40 | |
| NVIDIA Corporation (NVDA) | 8.0 | $3.6M | 30k | 121.44 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.2 | $3.3M | 20k | 165.85 | |
| Baidu Spon Adr Rep A (BIDU) | 2.3 | $1.1M | 10k | 105.29 |
