Lakehouse Capital Pty as of Sept. 30, 2024
Portfolio Holdings for Lakehouse Capital Pty
Lakehouse Capital Pty holds 13 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 17.0 | $24M | 12k | 2051.91 | |
| Amazon (AMZN) | 14.6 | $21M | 111k | 186.32 | |
| Servicenow (NOW) | 8.8 | $13M | 14k | 894.36 | |
| Spotify Technology S A SHS (SPOT) | 8.6 | $12M | 33k | 368.52 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.7 | $11M | 66k | 167.18 | |
| Sea Sponsord Ads (SE) | 7.5 | $11M | 112k | 94.28 | |
| Wix SHS (WIX) | 7.1 | $10M | 61k | 167.16 | |
| Charles Schwab Corporation (SCHW) | 7.1 | $10M | 157k | 64.81 | |
| Visa Com Cl A (V) | 7.0 | $10M | 36k | 274.93 | |
| Meta Platforms Cl A (META) | 5.0 | $7.1M | 12k | 572.43 | |
| Tradeweb Mkts Cl A (TW) | 3.6 | $5.1M | 41k | 123.65 | |
| CoStar (CSGP) | 3.1 | $4.4M | 58k | 75.43 | |
| Microsoft Corporation (MSFT) | 2.9 | $4.1M | 9.5k | 430.22 |
