Lakehouse Capital Pty

Latest statistics and disclosures from Lakehouse Capital Pty's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MELI, NOW, GOOG, MSFT, AMZN, and represent 61.99% of Lakehouse Capital Pty's stock portfolio.
  • Added to shares of these 1 stock: VEEV.
  • Reduced shares in these 4 stocks: PINS, SE, WK, WDAY.
  • Sold out of its position in PINS.
  • Lakehouse Capital Pty was a net seller of stock by $-13M.
  • Lakehouse Capital Pty has $91M in assets under management (AUM), dropping by -38.98%.
  • Central Index Key (CIK): 0001844830

Tip: Access up to 7 years of quarterly data

Positions held by Lakehouse Capital Pty consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Lakehouse Capital Pty

Lakehouse Capital Pty holds 12 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
MercadoLibre (MELI) 22.2 $20M 12k 1697.35
 View chart
Servicenow (NOW) 13.6 $12M 124k 99.28
 View chart
Alphabet Cap Stk Cl C (GOOG) 9.7 $8.8M 25k 353.35
 View chart
Microsoft Corporation (MSFT) 9.0 $8.1M 22k 373.03
 View chart
Amazon (AMZN) 7.5 $6.8M 29k 238.35
 View chart
Visa Com Cl A (V) 7.5 $6.8M 20k 343.09
 View chart
Veeva Sys Cl A Com (VEEV) 7.3 $6.6M +125% 37k 177.46
 View chart
Sea Ltd Sponsord Ads Sponsord Ads (SE) 7.3 $6.6M -39% 69k 95.83
 View chart
Workiva Com Cl A (WK) 5.4 $4.9M -45% 101k 48.51
 View chart
Tradeweb Mkts Cl A (TW) 3.8 $3.4M 34k 99.65
 View chart
Charles Schwab Corporation (SCHW) 3.4 $3.0M 33k 92.27
 View chart
Workday Cl A (WDAY) 3.3 $3.0M -55% 25k 122.40
 View chart

Past Filings by Lakehouse Capital Pty

SEC 13F filings are viewable for Lakehouse Capital Pty going back to 2020

View all past filings