Lakehouse Capital Pty as of June 30, 2025
Portfolio Holdings for Lakehouse Capital Pty
Lakehouse Capital Pty holds 13 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 18.8 | $31M | 12k | 2613.60 | |
| Amazon (AMZN) | 12.7 | $21M | 95k | 219.38 | |
| Sea Ltd Sponsord Ads Sponsord Ads (SE) | 11.0 | $18M | 112k | 159.94 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.2 | $15M | 85k | 177.39 | |
| Charles Schwab Corporation (SCHW) | 8.7 | $14M | 157k | 91.24 | |
| Pinterest Cl A (PINS) | 7.7 | $13M | 350k | 35.86 | |
| Wix SHS (WIX) | 7.3 | $12M | 76k | 158.46 | |
| Servicenow (NOW) | 6.9 | $11M | 11k | 1028.07 | |
| Meta Platforms Cl A (META) | 5.6 | $9.1M | 12k | 738.09 | |
| Tradeweb Mkts Cl A (TW) | 3.7 | $6.0M | 41k | 146.40 | |
| Microsoft Corporation (MSFT) | 2.9 | $4.7M | 9.5k | 497.36 | |
| CoStar (CSGP) | 2.9 | $4.7M | 58k | 80.40 | |
| Visa Com Cl A (V) | 2.8 | $4.7M | 13k | 355.08 |
