Lakehouse Capital Pty as of June 30, 2024
Portfolio Holdings for Lakehouse Capital Pty
Lakehouse Capital Pty holds 14 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 15.1 | $22M | 111k | 193.25 | |
| MercadoLibre (MELI) | 13.6 | $19M | 12k | 1643.41 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.5 | $15M | 82k | 183.42 | |
| Servicenow (NOW) | 9.8 | $14M | 18k | 786.68 | |
| Charles Schwab Corporation (SCHW) | 8.1 | $12M | 157k | 73.69 | |
| Spotify Technology S A SHS (SPOT) | 7.3 | $10M | 33k | 313.79 | |
| Visa Com Cl A (V) | 6.7 | $9.5M | 36k | 262.48 | |
| Sea Sponsord Ads (SE) | 5.6 | $8.0M | 112k | 71.42 | |
| Wix SHS (WIX) | 5.4 | $7.7M | 48k | 159.08 | |
| CoStar (CSGP) | 4.9 | $7.0M | 94k | 74.14 | |
| Microsoft Corporation (MSFT) | 4.5 | $6.5M | 15k | 446.93 | |
| Meta Platforms Cl A (META) | 4.4 | $6.2M | 12k | 504.25 | |
| Tradeweb Mkts Cl A (TW) | 3.0 | $4.3M | 41k | 105.99 | |
| Monster Beverage Corp (MNST) | 1.2 | $1.7M | 33k | 49.94 |
