Lakehouse Capital Pty as of Dec. 31, 2025
Portfolio Holdings for Lakehouse Capital Pty
Lakehouse Capital Pty holds 13 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 17.2 | $24M | 12k | 2014.23 | |
| Workiva Com Cl A (WK) | 9.5 | $13M | 152k | 86.25 | |
| Pinterest Cl A (PINS) | 9.3 | $13M | 497k | 25.89 | |
| Amazon (AMZN) | 8.9 | $12M | 54k | 230.82 | |
| Tradeweb Mkts Cl A (TW) | 8.4 | $12M | 109k | 107.54 | |
| Wix SHS (WIX) | 8.2 | $11M | 110k | 103.89 | |
| Charles Schwab Corporation (SCHW) | 8.1 | $11M | 112k | 99.91 | |
| Workday Cl A (WDAY) | 7.6 | $11M | 49k | 214.77 | |
| Sea Ltd Sponsord Ads Sponsord Ads (SE) | 7.4 | $10M | 80k | 127.58 | |
| Servicenow (NOW) | 6.1 | $8.4M | 55k | 153.19 | |
| Visa Com Cl A (V) | 3.3 | $4.6M | 13k | 350.74 | |
| Microsoft Corporation (MSFT) | 3.1 | $4.3M | 8.9k | 483.66 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $4.2M | 13k | 313.78 |
