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Center Lake Capital Management, Llc

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$45.81M
# of Holdings
8
Performance Rank
N/A
Allocation (Top 20)
N/A

Center Lake Capital Management, Llc Holdings Map

Top 8 Center Lake Capital Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP
23.48%25.0K$10.8M
+0.00%(+0)
2023-Q3: 85.0K shares2023-Q4: 50.0K shares2024-Q1: 17.5K shares2024-Q2: 25.0K shares2024-Q3: 25.0K shares2024-09-30
AMZN
AMAZON COM INC
20.34%50.0K$9.3M
+0.00%(+0)
2023-Q3: 160.0K shares2023-Q4: 95.0K shares2024-Q1: 40.0K shares2024-Q2: 50.0K shares2024-Q3: 50.0K shares2024-09-30
TDG
TRANSDIGM GROUP INC
15.58%5.0K$7.1M
+0.00%(+0)
2023-Q3: 15.0K shares2023-Q4: 5.0K shares2024-Q1: 5.0K shares2024-Q2: 5.0K shares2024-Q3: 5.0K shares2024-09-30
SMH
VANECK ETF TRUST
13.39%25.0K$6.1M
-16.67%(-5.00K)
2023-Q2: 100.0K shares2024-Q1: 40.0K shares2024-Q2: 30.0K shares2024-Q3: 25.0K shares2024-09-30
CPRT
COPART INC
9.72%85.0K$4.5M
+0.00%(+0)
2023-Q3: 300.0K shares2023-Q4: 100.0K shares2024-Q1: 85.0K shares2024-Q2: 85.0K shares2024-Q3: 85.0K shares2024-09-30
NVDA
NVIDIA CORPORATION
7.95%30.0K$3.6M
+0.00%(+0)
2023-Q2: 25.0K shares2024-Q1: 6.5K shares2024-Q2: 30.0K shares2024-Q3: 30.0K shares2024-09-30
GOOGL
ALPHABET INC
7.24%20.0K$3.3M
-20.00%(-5.00K)
2023-Q3: 185.0K shares2023-Q4: 95.0K shares2024-Q1: 25.0K shares2024-Q2: 25.0K shares2024-Q3: 20.0K shares2024-09-30
BIDU
BAIDU INC
2.3%10.0K$1.1Mnew2024-Q3: 10.0K shares2024-09-30

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