Lakehouse Capital Pty as of June 30, 2026
Portfolio Holdings for Lakehouse Capital Pty
Lakehouse Capital Pty holds 12 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 22.2 | $20M | 12k | 1697.35 | |
| Servicenow (NOW) | 13.6 | $12M | 124k | 99.28 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.7 | $8.8M | 25k | 353.35 | |
| Microsoft Corporation (MSFT) | 9.0 | $8.1M | 22k | 373.03 | |
| Amazon (AMZN) | 7.5 | $6.8M | 29k | 238.35 | |
| Visa Com Cl A (V) | 7.5 | $6.8M | 20k | 343.09 | |
| Veeva Sys Cl A Com (VEEV) | 7.3 | $6.6M | 37k | 177.46 | |
| Sea Ltd Sponsord Ads Sponsord Ads (SE) | 7.3 | $6.6M | 69k | 95.83 | |
| Workiva Com Cl A (WK) | 5.4 | $4.9M | 101k | 48.51 | |
| Tradeweb Mkts Cl A (TW) | 3.8 | $3.4M | 34k | 99.65 | |
| Charles Schwab Corporation (SCHW) | 3.4 | $3.0M | 33k | 92.27 | |
| Workday Cl A (WDAY) | 3.3 | $3.0M | 25k | 122.40 |
