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Center Lake Capital Management, LLC
WatchNo.9584 Data as of 2024Q3Latest AUM (Q3 2024)
$45.8M
QoQ Change Q2 2024
-$5.7M-11.1%
Holdings Value Trend
| Stock | Ownership Trend | Portfolio % | Prev Q % | Q3 2024 Value | Q3 2024 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|
 MICROSOFT CORPMSFT |
| 23.48% | 21.69% | $10.8M | 25,000 | $11.2M | 25,000 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 20.34% | 18.76% | $9.3M | 50,000 | $9.7M | 50,000 | 00.00% | Unchanged |
 TRANSDIGM GROUP INCTDG |
| 15.58% | 12.4% | $7.1M | 5,000 | $6.4M | 5,000 | 00.00% | Unchanged |
 VANECK ETF TRUSTSMH |
| 13.39% | 15.18% | $6.1M | 25,000 | $7.8M | 30,000 | -5,000-16.67% | Reduce |
 COPART INC COMCPRT |
| 9.72% | 8.94% | $4.5M | 85,000 | $4.6M | 85,000 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 7.95% | 7.19% | $3.6M | 30,000 | $3.7M | 30,000 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 7.24% | 8.84% | $3.3M | 20,000 | $4.6M | 25,000 | -5,000-20.00% | Reduce |
| BBAIDU INCBIDU |
| 2.3% | — | $1.1M | 10,000 | $0 | 0 | +10,000 | New Buy |
🧭 Institutional Sector Flow Heatmap
Net Outflow Net Inflow
