Center Lake Capital Management, LLC - Q4 2022 holdings

$67.5 Million is the total value of Center Lake Capital Management, LLC's 6 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .

 Value Shares↓ Weighting
TDG NewTRANSDIGM GROUP INC$15,741,25025,000
+100.0%
23.34%
MA NewMASTERCARD INCORPORATEDcl a$15,647,85045,000
+100.0%
23.20%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-02-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
AMAZON.COM INC16Q3 202333.2%
MICROSOFT CORP15Q3 202333.6%
ALPHABET INC12Q3 202320.7%
MONGODB INC12Q3 202221.4%
ATLASSIAN CORP PLC12Q1 202210.0%
ADOBE SYSTEMS INCORPORATED11Q3 202314.1%
COUPA SOFTWARE INC10Q2 202128.9%
SERVICENOW INC10Q1 202311.9%
CLOUDFLARE INC9Q3 20225.6%
BILL COM HLDGS INC8Q3 20223.6%

View Center Lake Capital Management, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-23
13F-HR2023-11-14
13F-HR2023-08-15
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR/A2022-08-16
13F-HR2022-08-15
13F-HR2022-05-13
13F-HR2022-02-14

View Center Lake Capital Management, LLC's complete filings history.

Compare quarters

Export Center Lake Capital Management, LLC's holdings