Lakehouse Capital Pty
Latest statistics and disclosures from Lakehouse Capital Pty's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MELI, NOW, WK, SE, MSFT, and represent 60.99% of Lakehouse Capital Pty's stock portfolio.
- Added to shares of these 8 stocks: NOW (+$11M), MSFT (+$7.0M), GOOG, VEEV, SE, V, WK, WDAY.
- Started 1 new stock position in VEEV.
- Reduced shares in these 5 stocks: TW (-$13M), WIX (-$11M), SCHW (-$11M), PINS (-$8.5M), AMZN (-$7.6M).
- Sold out of its position in WIX.
- Lakehouse Capital Pty was a net seller of stock by $-13M.
- Lakehouse Capital Pty has $148M in assets under management (AUM), dropping by 6.91%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| MercadoLibre (MELI) | 20.1 | $30M | 12k | 2524.52 |
|
|
| Servicenow (NOW) | 12.8 | $19M | +126% | 124k | 152.65 |
|
| Workiva Com Cl A (WK) | 10.8 | $16M | +21% | 184k | 87.06 |
|
| Sea Ltd Sponsord Ads Sponsord Ads (SE) | 9.3 | $14M | +42% | 114k | 120.91 |
|
| Microsoft Corporation (MSFT) | 7.9 | $12M | +144% | 22k | 540.49 |
|
| Workday Cl A (WDAY) | 7.1 | $11M | +13% | 56k | 189.70 |
|
| Alphabet Cap Stk Cl C (GOOG) | 7.0 | $10M | +84% | 25k | 418.84 |
|
| Visa Com Cl A (V) | 5.9 | $8.7M | +50% | 20k | 441.31 |
|
| Amazon (AMZN) | 5.9 | $8.7M | -46% | 29k | 304.08 |
|
| Tradeweb Mkts Cl A (TW) | 4.0 | $5.9M | -68% | 34k | 171.78 |
|
| Pinterest Cl A (PINS) | 3.2 | $4.8M | -63% | 180k | 26.78 |
|
| Charles Schwab Corporation (SCHW) | 3.0 | $4.5M | -70% | 33k | 137.23 |
|
| Veeva Sys Cl A Com (VEEV) | 2.9 | $4.2M | NEW | 17k | 256.48 |
|
Past Filings by Lakehouse Capital Pty
SEC 13F filings are viewable for Lakehouse Capital Pty going back to 2020
- Lakehouse Capital Pty 2026 Q1 filed April 9, 2026
- 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