Lakehouse Capital Pty as of Dec. 31, 2021
Portfolio Holdings for Lakehouse Capital Pty
Lakehouse Capital Pty holds 12 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 12.2 | $22k | 6.5k | 3.33 | |
| Visa Com Cl A (V) | 10.6 | $19k | 87k | 0.22 | |
| MercadoLibre (MELI) | 10.4 | $19k | 14k | 1.35 | |
| Meta Platforms Cl A (META) | 10.3 | $18k | 54k | 0.34 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.3 | $18k | 6.3k | 2.89 | |
| CoStar (CSGP) | 8.8 | $16k | 198k | 0.08 | |
| Paypal Holdings (PYPL) | 8.8 | $16k | 83k | 0.19 | |
| Monster Beverage Corp (MNST) | 8.2 | $15k | 151k | 0.10 | |
| MarketAxess Holdings (MKTX) | 7.5 | $13k | 32k | 0.41 | |
| Servicenow (NOW) | 5.5 | $9.9k | 15k | 0.65 | |
| Avalara | 4.1 | $7.3k | 56k | 0.13 | |
| Charles Schwab Corporation (SCHW) | 3.3 | $5.9k | 71k | 0.08 |
