Lakehouse Capital Pty as of March 31, 2023
Portfolio Holdings for Lakehouse Capital Pty
Lakehouse Capital Pty holds 13 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 11.2 | $13M | 123k | 103.29 | |
| MercadoLibre (MELI) | 11.0 | $13M | 9.5k | 1318.10 | |
| Servicenow (NOW) | 9.7 | $11M | 24k | 464.71 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.2 | $10M | 100k | 104.00 | |
| Visa Com Cl A (V) | 9.1 | $10M | 46k | 225.47 | |
| CoStar (CSGP) | 8.4 | $9.5M | 138k | 68.85 | |
| MarketAxess Holdings (MKTX) | 8.2 | $9.2M | 24k | 391.31 | |
| Microsoft Corporation (MSFT) | 8.0 | $9.1M | 31k | 288.31 | |
| Charles Schwab Corporation (SCHW) | 7.2 | $8.2M | 157k | 52.38 | |
| Spotify Technology S A SHS (SPOT) | 7.1 | $8.0M | 60k | 133.62 | |
| Monster Beverage Corp (MNST) | 4.7 | $5.3M | 99k | 54.01 | |
| Meta Platforms Cl A (META) | 3.9 | $4.4M | 21k | 211.92 | |
| Sea Sponsord Ads (SE) | 2.3 | $2.6M | 30k | 86.54 |
