Lakehouse Capital Pty as of Dec. 31, 2023
Portfolio Holdings for Lakehouse Capital Pty
Lakehouse Capital Pty holds 14 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 14.0 | $18M | 115k | 151.94 | |
| MercadoLibre (MELI) | 11.9 | $15M | 9.5k | 1571.49 | |
| Servicenow (NOW) | 10.7 | $13M | 19k | 706.47 | |
| Visa Com Cl A (V) | 9.5 | $12M | 46k | 260.35 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.2 | $12M | 82k | 140.93 | |
| Charles Schwab Corporation (SCHW) | 8.6 | $11M | 157k | 68.80 | |
| CoStar (CSGP) | 7.8 | $9.8M | 112k | 87.39 | |
| Spotify Technology S A SHS (SPOT) | 6.6 | $8.3M | 44k | 187.92 | |
| Microsoft Corporation (MSFT) | 5.9 | $7.4M | 20k | 376.05 | |
| Sea Sponsord Ads (SE) | 3.6 | $4.6M | 112k | 40.50 | |
| Doximity Cl A (DOCS) | 3.6 | $4.5M | 159k | 28.04 | |
| Meta Platforms Cl A (META) | 3.5 | $4.4M | 12k | 353.96 | |
| Tradeweb Mkts Cl A (TW) | 3.0 | $3.7M | 41k | 90.88 | |
| Monster Beverage Corp (MNST) | 2.2 | $2.8M | 48k | 57.60 |
