Lakehouse Capital Pty as of Dec. 31, 2020
Portfolio Holdings for Lakehouse Capital Pty
Lakehouse Capital Pty holds 14 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paypal Holdings (PYPL) | 11.3 | $15M | 64k | 234.19 | |
| Facebook Cl A (META) | 11.3 | $15M | 55k | 273.15 | |
| MercadoLibre (MELI) | 10.7 | $14M | 8.5k | 1675.27 | |
| Charles Schwab Corporation (SCHW) | 10.6 | $14M | 266k | 53.04 | |
| Monster Beverage Corp (MNST) | 9.5 | $13M | 136k | 92.48 | |
| Amazon (AMZN) | 8.2 | $11M | 3.4k | 3256.94 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.0 | $9.4M | 5.3k | 1751.87 | |
| Avalara | 7.0 | $9.3M | 56k | 164.89 | |
| Visa Com Cl A (V) | 6.1 | $8.1M | 37k | 218.73 | |
| CoStar (CSGP) | 4.6 | $6.2M | 6.7k | 924.34 | |
| Servicenow (NOW) | 4.5 | $6.0M | 11k | 550.44 | |
| MarketAxess Holdings (MKTX) | 4.5 | $5.9M | 10k | 570.58 | |
| Twilio Cl A (TWLO) | 2.9 | $3.8M | 11k | 338.54 | |
| Okta Cl A (OKTA) | 1.9 | $2.5M | 9.8k | 254.22 |
