Lakehouse Capital Pty as of March 31, 2026
Portfolio Holdings for Lakehouse Capital Pty
Lakehouse Capital Pty holds 13 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 20.1 | $30M | 12k | 2524.52 | |
| Servicenow (NOW) | 12.8 | $19M | 124k | 152.65 | |
| Workiva Com Cl A (WK) | 10.8 | $16M | 184k | 87.06 | |
| Sea Ltd Sponsord Ads Sponsord Ads (SE) | 9.3 | $14M | 114k | 120.91 | |
| Microsoft Corporation (MSFT) | 7.9 | $12M | 22k | 540.49 | |
| Workday Cl A (WDAY) | 7.1 | $11M | 56k | 189.70 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.0 | $10M | 25k | 418.84 | |
| Visa Com Cl A (V) | 5.9 | $8.7M | 20k | 441.31 | |
| Amazon (AMZN) | 5.9 | $8.7M | 29k | 304.08 | |
| Tradeweb Mkts Cl A (TW) | 4.0 | $5.9M | 34k | 171.78 | |
| Pinterest Cl A (PINS) | 3.2 | $4.8M | 180k | 26.78 | |
| Charles Schwab Corporation (SCHW) | 3.0 | $4.5M | 33k | 137.23 | |
| Veeva Sys Cl A Com (VEEV) | 2.9 | $4.2M | 17k | 256.48 |
