Lakehouse Capital Pty as of March 31, 2020
Portfolio Holdings for Lakehouse Capital Pty
Lakehouse Capital Pty holds 12 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Cl A (META) | 12.4 | $18k | 60k | 0.29 | |
| Paypal Holdings (PYPL) | 10.8 | $16k | 64k | 0.24 | |
| Monster Beverage Corp (MNST) | 10.3 | $15k | 163k | 0.09 | |
| Visa Com Cl A (V) | 9.8 | $14k | 67k | 0.21 | |
| Amazon (AMZN) | 9.1 | $13k | 4.2k | 3.09 | |
| MercadoLibre (MELI) | 8.9 | $13k | 8.7k | 1.47 | |
| CoStar (CSGP) | 8.5 | $12k | 15k | 0.82 | |
| Charles Schwab Corporation (SCHW) | 8.3 | $12k | 183k | 0.07 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.7 | $11k | 5.3k | 2.07 | |
| Servicenow (NOW) | 5.3 | $7.6k | 15k | 0.50 | |
| Avalara | 5.2 | $7.5k | 56k | 0.13 | |
| MarketAxess Holdings (MKTX) | 3.6 | $5.2k | 10k | 0.50 |
