本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Center Lake Capital Management, LLC (CIK 1771673) reported $45.8M across 8 reported positions in its SEC 13F filing for 2024-09-30. Largest positions: MSFT ($10.8M, 23.48%), AMZN ($9.3M, 20.34%), TDG ($7.1M, 15.58%), SMH ($6.1M, 13.39%), CPRT ($4.5M, 9.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $10.8M | 23.48% | 25,000 | Hold |
| 2 | AMZN | AMAZON COM INC | $9.3M | 20.34% | 50,000 | Hold |
| 3 | TDG | TRANSDIGM GROUP INC | $7.1M | 15.58% | 5,000 | Hold |
| 4 | SMH | VANECK ETF TRUST | $6.1M | 13.39% | 25,000 | Trimmed |
| 5 | CPRT | COPART INC | $4.5M | 9.72% | 85,000 | Hold |
| 6 | NVDA | NVIDIA CORPORATION | $3.6M | 7.95% | 30,000 | Hold |
| 7 | GOOGL | ALPHABET INC | $3.3M | 7.24% | 20,000 | Trimmed |
| 8 | BIDU | BAIDU INC | $1.1M | 2.30% | 10,000 | New |
| 9 | GEO | GEO GROUP INC NEW | $0 | 0.00% | 0 | Exited |
| 10 | NSA | NATIONAL STORAGE AFFILIATES | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2024-09-30