Center Lake Capital Management, LLC 13F Holdings

CIK 0001771673 · NEW YORK, NY

As of Sep 30, 2024, Center Lake Capital Management, LLC reported 8 positions worth $45.8M in its SEC Form 13F filing.

Top 8 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology25,000 0.8M23.48%
AMAZON.COM INCAMZNEquity50,000$9.3M20.34%
TRANSDIGM GROUP INCTDGIndustrials5,000$7.1M15.58%
VANECK SEMICONDUCTOR ETFSMH—25,000$6.1M13.39%
COPART INCCPRTIndustrials85,000$4.5M9.72%
NVIDIA CORPNVDATechnology30,000$3.6M7.95%
ALPHABET INCGOOGLEquity20,000$3.3M7.24%
BAIDU INCBIDUCommunication Services10,000 .1M2.30%