Lakehouse Capital Pty as of Sept. 30, 2025
Portfolio Holdings for Lakehouse Capital Pty
Lakehouse Capital Pty holds 13 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 16.9 | $28M | 12k | 2336.95 | |
| Wix SHS (WIX) | 11.8 | $19M | 109k | 177.63 | |
| Pinterest Cl A (PINS) | 9.8 | $16M | 497k | 32.17 | |
| Amazon (AMZN) | 9.2 | $15M | 69k | 219.57 | |
| Charles Schwab Corporation (SCHW) | 9.1 | $15M | 157k | 95.47 | |
| Sea Ltd Sponsord Ads Sponsord Ads (SE) | 8.8 | $14M | 80k | 178.73 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.5 | $14M | 57k | 243.55 | |
| Servicenow (NOW) | 6.2 | $10M | 11k | 920.25 | |
| Meta Platforms Cl A (META) | 5.5 | $9.1M | 12k | 734.37 | |
| Tradeweb Mkts Cl A (TW) | 5.5 | $9.0M | 81k | 110.98 | |
| CoStar (CSGP) | 3.0 | $4.9M | 58k | 84.37 | |
| Microsoft Corporation (MSFT) | 3.0 | $4.9M | 9.5k | 517.95 | |
| Visa Com Cl A (V) | 2.7 | $4.5M | 13k | 341.36 |
