Lakehouse Capital Pty as of Dec. 31, 2022
Portfolio Holdings for Lakehouse Capital Pty
Lakehouse Capital Pty holds 14 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CoStar (CSGP) | 11.5 | $12M | 150k | 77.28 | |
| Amazon (AMZN) | 10.2 | $10M | 123k | 84.00 | |
| Visa Com Cl A (V) | 10.2 | $10M | 49k | 207.77 | |
| MercadoLibre (MELI) | 10.2 | $10M | 12k | 846.26 | |
| Servicenow (NOW) | 9.1 | $9.1M | 24k | 388.26 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.8 | $8.9M | 100k | 88.73 | |
| Charles Schwab Corporation (SCHW) | 8.5 | $8.6M | 104k | 83.26 | |
| Microsoft Corporation (MSFT) | 7.5 | $7.5M | 31k | 239.81 | |
| MarketAxess Holdings (MKTX) | 7.3 | $7.3M | 26k | 278.90 | |
| Monster Beverage Corp (MNST) | 5.6 | $5.6M | 56k | 101.52 | |
| Spotify Technology S A SHS (SPOT) | 5.4 | $5.4M | 69k | 78.95 | |
| Meta Platforms Cl A (META) | 2.5 | $2.5M | 21k | 120.32 | |
| Twilio Cl A (TWLO) | 1.8 | $1.8M | 38k | 48.97 | |
| Sea Sponsord Ads (SE) | 1.5 | $1.5M | 30k | 52.04 |
