Lakehouse Capital Pty as of Sept. 30, 2021
Portfolio Holdings for Lakehouse Capital Pty
Lakehouse Capital Pty holds 12 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Cl A (META) | 13.4 | $24k | 70k | 0.34 | |
| Amazon (AMZN) | 10.5 | $19k | 5.7k | 3.29 | |
| Paypal Holdings (PYPL) | 9.9 | $18k | 68k | 0.26 | |
| Visa Com Cl A (V) | 9.6 | $17k | 76k | 0.22 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.5 | $17k | 6.3k | 2.67 | |
| MercadoLibre (MELI) | 9.1 | $16k | 9.6k | 1.68 | |
| CoStar (CSGP) | 8.9 | $16k | 183k | 0.09 | |
| Monster Beverage Corp (MNST) | 8.2 | $15k | 163k | 0.09 | |
| MarketAxess Holdings (MKTX) | 7.1 | $13k | 30k | 0.42 | |
| Avalara | 5.6 | $9.8k | 56k | 0.17 | |
| Servicenow (NOW) | 5.3 | $9.5k | 15k | 0.62 | |
| Charles Schwab Corporation (SCHW) | 2.9 | $5.1k | 71k | 0.07 |
