Lakehouse Capital Pty as of Dec. 31, 2024
Portfolio Holdings for Lakehouse Capital Pty
Lakehouse Capital Pty holds 13 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 16.5 | $24M | 111k | 219.39 | |
| MercadoLibre (MELI) | 13.5 | $20M | 12k | 1700.40 | |
| Wix SHS (WIX) | 8.8 | $13M | 61k | 214.54 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.4 | $13M | 66k | 190.44 | |
| Sea Sponsord Ads (SE) | 8.0 | $12M | 112k | 106.09 | |
| Servicenow (NOW) | 7.8 | $12M | 11k | 1060.06 | |
| Charles Schwab Corporation (SCHW) | 7.8 | $12M | 157k | 74.01 | |
| Visa Com Cl A (V) | 7.7 | $12M | 36k | 316.02 | |
| Spotify Technology S A SHS (SPOT) | 7.4 | $11M | 24k | 447.37 | |
| Meta Platforms Cl A (META) | 4.9 | $7.2M | 12k | 585.46 | |
| Tradeweb Mkts Cl A (TW) | 3.6 | $5.4M | 41k | 130.92 | |
| CoStar (CSGP) | 2.8 | $4.2M | 58k | 71.58 | |
| Microsoft Corporation (MSFT) | 2.7 | $4.0M | 9.5k | 421.45 |
