Lakehouse Capital Pty as of Sept. 30, 2023
Portfolio Holdings for Lakehouse Capital Pty
Lakehouse Capital Pty holds 14 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 13.2 | $15M | 115k | 127.12 | |
| MercadoLibre (MELI) | 10.8 | $12M | 9.5k | 1267.87 | |
| Servicenow (NOW) | 10.4 | $12M | 21k | 558.94 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.7 | $11M | 82k | 131.85 | |
| Visa Com Cl A (V) | 9.5 | $11M | 46k | 230.02 | |
| CoStar (CSGP) | 8.8 | $9.7M | 126k | 76.89 | |
| Charles Schwab Corporation (SCHW) | 7.7 | $8.6M | 157k | 54.90 | |
| Microsoft Corporation (MSFT) | 7.7 | $8.6M | 27k | 315.74 | |
| Spotify Technology S A SHS (SPOT) | 6.1 | $6.8M | 44k | 154.64 | |
| Sea Sponsord Ads (SE) | 4.5 | $4.9M | 112k | 43.95 | |
| Meta Platforms Cl A (META) | 3.3 | $3.7M | 12k | 300.17 | |
| Doximity Cl A (DOCS) | 3.0 | $3.4M | 159k | 21.22 | |
| Tradeweb Mkts Cl A (TW) | 3.0 | $3.3M | 41k | 80.21 | |
| Monster Beverage Corp (MNST) | 2.3 | $2.6M | 48k | 52.94 |
