Lakehouse Capital Pty
Latest statistics and disclosures from Lakehouse Capital Pty's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MELI, WIX, PINS, AMZN, SCHW, and represent 56.75% of Lakehouse Capital Pty's stock portfolio.
- Added to shares of these 3 stocks: WIX (+$8.8M), PINS (+$7.1M), TW (+$6.7M).
- Reduced shares in these 3 stocks: GOOG (-$10M), SE (-$8.7M), AMZN (-$8.6M).
- Lakehouse Capital Pty was a net seller of stock by $-4.7M.
- Lakehouse Capital Pty has $247M in assets under management (AUM), dropping by 50.65%.
- Central Index Key (CIK): 0001844830
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Portfolio Holdings for Lakehouse Capital Pty
Lakehouse Capital Pty holds 13 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| MercadoLibre (MELI) | 16.9 | $42M | 12k | 3526.12 |
|
|
| Wix SHS (WIX) | 11.8 | $29M | +43% | 109k | 268.02 |
|
| Pinterest Cl A (PINS) | 9.8 | $24M | +41% | 497k | 48.54 |
|
| Amazon (AMZN) | 9.2 | $23M | -27% | 69k | 331.30 |
|
| Charles Schwab Corporation (SCHW) | 9.1 | $23M | 157k | 144.05 |
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| Sea Ltd Sponsord Ads Sponsord Ads (SE) | 8.8 | $22M | -28% | 80k | 269.68 |
|
| Alphabet Cap Stk Cl C (GOOG) | 8.5 | $21M | -32% | 57k | 367.48 |
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| Servicenow (NOW) | 6.2 | $15M | 11k | 1388.53 |
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|
| Meta Platforms Cl A (META) | 5.5 | $14M | 12k | 1108.06 |
|
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| Tradeweb Mkts Cl A (TW) | 5.5 | $14M | +97% | 81k | 167.46 |
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| CoStar (CSGP) | 3.0 | $7.4M | 58k | 127.31 |
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|
| Microsoft Corporation (MSFT) | 3.0 | $7.4M | 9.5k | 781.57 |
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| Visa Com Cl A (V) | 2.7 | $6.8M | 13k | 515.09 |
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Past Filings by Lakehouse Capital Pty
SEC 13F filings are viewable for Lakehouse Capital Pty going back to 2020
- Lakehouse Capital Pty 2025 Q3 filed Nov. 19, 2025
- Lakehouse Capital Pty 2025 Q3 restated filed Nov. 19, 2025
- Lakehouse Capital Pty 2025 Q2 filed Aug. 5, 2025
- Lakehouse Capital Pty 2025 Q1 filed May 15, 2025
- Lakehouse Capital Pty 2024 Q4 filed Jan. 17, 2025
- Lakehouse Capital Pty 2024 Q3 filed Oct. 9, 2024
- Lakehouse Capital Pty 2024 Q2 filed Aug. 7, 2024
- Lakehouse Capital Pty 2024 Q1 filed April 11, 2024
- Lakehouse Capital Pty 2023 Q4 filed Jan. 18, 2024
- Lakehouse Capital Pty 2023 Q3 filed Oct. 18, 2023
- Lakehouse Capital Pty 2023 Q2 filed Aug. 16, 2023
- Lakehouse Capital Pty 2023 Q1 filed May 16, 2023
- Lakehouse Capital Pty 2022 Q4 filed Feb. 14, 2023
- Lakehouse Capital Pty 2022 Q3 filed Nov. 10, 2022
- Lakehouse Capital Pty 2022 Q2 filed Aug. 16, 2022
- Lakehouse Capital Pty 2022 Q1 filed May 16, 2022