Center Lake Capital Management, LLC

WEST PALM BEACH, FL · CIK 1771673 · 13F filing filed 2024-11-14

SEC-registered investment adviser since 2025 · limited liability company

As an employer

$45.8m reported value -11.1% vs Q2 2024

8positions

100.0%in top 10

1 new 0 added 2 reduced 2 sold out vs Q2 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICROSOFT CORP COM MSFT	MSFT	25,000	$10.8m23.48%	23.48%	Unchanged
2	AMAZON COM INC COM AMZN	AMZN	50,000	$9.3m20.34%	20.34%	Unchanged
3	TRANSDIGM GROUP INC COM TDG	TDG	5,000	$7.1m15.58%	15.58%	Unchanged
4	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	25,000	$6.1m13.39%	13.39%	Reduced -5.0k	-5,000 -16.7%
5	COPART INC COM CPRT	CPRT	85,000	$4.5m9.72%	9.72%	Unchanged
6	NVIDIA CORPORATION COM NVDA	NVDA	30,000	$3.6m7.95%	7.95%	Unchanged
7	ALPHABET INC CAP STK CL A GOOGL	GOOGL	20,000	$3.3m7.24%	7.24%	Reduced -5.0k	-5,000 -20.0%
8	BAIDU INC SPON ADR REP A BIDU	BIDU	10,000	$1.1m2.30%	2.30%	New

Security	Ticker	Shares held before	Value then
NATIONAL STORAGE AFFILIATES NSA	NSA	70,000	$2.9m70.0k shares
GEO GROUP INC NEW GEO	GEO	50,000	$718.0k50.0k shares