Lakehouse Capital Pty as of June 30, 2022
Portfolio Holdings for Lakehouse Capital Pty
Lakehouse Capital Pty holds 14 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 12.8 | $13M | 123k | 106.21 | |
| CoStar (CSGP) | 10.9 | $11M | 185k | 60.41 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.6 | $11M | 100k | 109.37 | |
| Visa Com Cl A (V) | 10.2 | $11M | 53k | 196.90 | |
| Avalara | 8.3 | $8.5M | 120k | 70.60 | |
| MercadoLibre (MELI) | 7.1 | $7.3M | 11k | 636.90 | |
| MarketAxess Holdings (MKTX) | 7.1 | $7.3M | 28k | 256.03 | |
| Servicenow (NOW) | 7.1 | $7.2M | 15k | 475.50 | |
| Monster Beverage Corp (MNST) | 6.3 | $6.4M | 70k | 92.70 | |
| Meta Platforms Cl A (META) | 5.0 | $5.2M | 32k | 161.25 | |
| Paypal Holdings (PYPL) | 5.0 | $5.1M | 74k | 69.84 | |
| Spotify Technology S A SHS (SPOT) | 4.7 | $4.8M | 51k | 93.82 | |
| Twilio Cl A (TWLO) | 3.1 | $3.2M | 38k | 83.82 | |
| Sea Sponsord Ads (SE) | 1.9 | $2.0M | 30k | 66.86 |
