Lakehouse Capital Pty Ltd 13F Holdings
CIK 0001844830 · SYDNEY NSW, C3
As of Sep 30, 2025, Lakehouse Capital Pty Ltd reported 13 positions worth $410.5K in its SEC Form 13F filing.
Top 13 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 23,618 | $69.2K | 16.87% |
| WIXCOM LTD | WIX | Technology | 216,960 | $48.3K | 11.78% |
| PINTEREST INC | PINS | Communication Services | 993,732 | $40.1K | 9.77% |
| AMAZON.COM INC | AMZN | Equity | 137,248 | $37.8K | 9.21% |
| SCHWAB CHARLES CORP | SCHW | Equity | 312,934 | $37.5K | 9.13% |
| SEA LTD | SE | Consumer Cyclical | 160,250 | $35.9K | 8.75% |
| ALPHABET INC | GOOG | Equity | 114,886 | $35.1K | 8.55% |
| SERVICENOW INC | NOW | Technology | 21,944 | $25.3K | 6.17% |
| META PLATFORMS INC | META | Communication Services | 24,726 | $22.8K | 5.55% |
| TRADEWEB MARKETS INC | TW | Financial Services | 161,760 | $22.5K | 5.49% |
| COSTAR GROUP INC | CSGP | Real Estate | 116,816 |