Lakehouse Capital Pty as of June 30, 2023
Portfolio Holdings for Lakehouse Capital Pty
Lakehouse Capital Pty holds 13 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 13.8 | $16M | 123k | 130.36 | |
| Servicenow (NOW) | 11.4 | $13M | 24k | 561.97 | |
| CoStar (CSGP) | 10.6 | $12M | 138k | 89.00 | |
| MercadoLibre (MELI) | 9.6 | $11M | 9.5k | 1184.64 | |
| Visa Com Cl A (V) | 9.3 | $11M | 46k | 237.48 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.5 | $9.9M | 82k | 120.97 | |
| Microsoft Corporation (MSFT) | 8.3 | $9.7M | 28k | 340.54 | |
| Spotify Technology S A SHS (SPOT) | 8.3 | $9.6M | 60k | 160.55 | |
| Charles Schwab Corporation (SCHW) | 7.6 | $8.9M | 157k | 56.68 | |
| Meta Platforms Cl A (META) | 4.2 | $4.8M | 17k | 286.97 | |
| MarketAxess Holdings (MKTX) | 3.9 | $4.5M | 17k | 261.42 | |
| Monster Beverage Corp (MNST) | 3.1 | $3.6M | 63k | 57.44 | |
| Sea Sponsord Ads (SE) | 1.5 | $1.7M | 30k | 58.04 |
