Lakehouse Capital Pty as of Sept. 30, 2022
Portfolio Holdings for Lakehouse Capital Pty
Lakehouse Capital Pty holds 14 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 15.2 | $14M | 123k | 113.00 | |
| CoStar (CSGP) | 11.4 | $10M | 150k | 69.65 | |
| MercadoLibre (MELI) | 10.3 | $9.4M | 11k | 827.74 | |
| Servicenow (NOW) | 9.7 | $8.9M | 24k | 377.62 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.6 | $8.8M | 92k | 96.15 | |
| Visa Com Cl A (V) | 9.6 | $8.8M | 49k | 177.65 | |
| Microsoft Corporation (MSFT) | 8.0 | $7.3M | 31k | 232.91 | |
| MarketAxess Holdings (MKTX) | 6.4 | $5.9M | 26k | 222.49 | |
| Monster Beverage Corp (MNST) | 5.3 | $4.8M | 56k | 86.96 | |
| Spotify Technology S A SHS (SPOT) | 4.8 | $4.4M | 51k | 86.29 | |
| Meta Platforms Cl A (META) | 3.1 | $2.8M | 21k | 135.70 | |
| Twilio Cl A (TWLO) | 2.9 | $2.6M | 38k | 69.14 | |
| Sea Sponsord Ads (SE) | 1.8 | $1.7M | 30k | 56.04 | |
| Charles Schwab Corporation (SCHW) | 1.8 | $1.6M | 23k | 71.85 |
