Lakehouse Capital Pty as of March 31, 2024
Portfolio Holdings for Lakehouse Capital Pty
Lakehouse Capital Pty holds 15 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 15.6 | $20M | 111k | 180.38 | |
| MercadoLibre (MELI) | 11.1 | $14M | 9.5k | 1511.95 | |
| Servicenow (NOW) | 10.6 | $14M | 18k | 762.39 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.7 | $12M | 82k | 152.27 | |
| Charles Schwab Corporation (SCHW) | 8.8 | $11M | 157k | 72.34 | |
| Visa Com Cl A (V) | 7.9 | $10M | 36k | 279.09 | |
| CoStar (CSGP) | 7.1 | $9.1M | 94k | 96.60 | |
| Spotify Technology S A SHS (SPOT) | 6.8 | $8.7M | 33k | 263.89 | |
| Microsoft Corporation (MSFT) | 4.7 | $6.1M | 15k | 420.74 | |
| Sea Sponsord Ads (SE) | 4.7 | $6.0M | 112k | 53.71 | |
| Meta Platforms Cl A (META) | 4.7 | $6.0M | 12k | 485.56 | |
| Doximity Cl A (DOCS) | 3.3 | $4.3M | 159k | 26.91 | |
| Tradeweb Mkts Cl A (TW) | 3.3 | $4.3M | 41k | 104.16 | |
| Monster Beverage Corp (MNST) | 1.5 | $2.0M | 33k | 59.28 | |
| Wix SHS (WIX) | 0.2 | $218k | 1.6k | 137.45 |
