Lakehouse Capital Pty
Latest statistics and disclosures from Lakehouse Capital Pty's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MELI, WK, PINS, AMZN, TW, and represent 53.23% of Lakehouse Capital Pty's stock portfolio.
- Added to shares of these 5 stocks: WK (+$13M), WDAY (+$11M), NOW (+$6.7M), TW, WIX.
- Started 2 new stock positions in WDAY, WK.
- Reduced shares in these 6 stocks: GOOG (-$14M), , , SCHW, AMZN, MSFT.
- Sold out of its positions in CSGP, META.
- Lakehouse Capital Pty was a net seller of stock by $-9.7M.
- Lakehouse Capital Pty has $139M in assets under management (AUM), dropping by -43.84%.
- 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 December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| MercadoLibre (MELI) | 17.2 | $24M | 12k | 2014.23 |
|
|
| Workiva Com Cl A (WK) | 9.5 | $13M | NEW | 152k | 86.25 |
|
| Pinterest Cl A (PINS) | 9.3 | $13M | 497k | 25.89 |
|
|
| Amazon (AMZN) | 8.9 | $12M | -22% | 54k | 230.82 |
|
| Tradeweb Mkts Cl A (TW) | 8.4 | $12M | +34% | 109k | 107.54 |
|
| Wix SHS (WIX) | 8.2 | $11M | 110k | 103.89 |
|
|
| Charles Schwab Corporation (SCHW) | 8.1 | $11M | -28% | 112k | 99.91 |
|
| Workday Cl A (WDAY) | 7.6 | $11M | NEW | 49k | 214.77 |
|
| Sea Ltd Sponsord Ads Sponsord Ads (SE) | 7.4 | $10M | 80k | 127.58 |
|
|
| Servicenow (NOW) | 6.1 | $8.4M | +400% | 55k | 153.19 |
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| Visa Com Cl A (V) | 3.3 | $4.6M | 13k | 350.74 |
|
|
| Microsoft Corporation (MSFT) | 3.1 | $4.3M | -5% | 8.9k | 483.66 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $4.2M | -76% | 13k | 313.78 |
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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 Q4 filed Jan. 27, 2026
- 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