Institutions / Lakehouse Capital Pty Ltd
Lakehouse Capital Pty Ltd
CIK 1844830 · Institution · as of Dec 31, 2025
Portfolio value
$138.7K
Positions
13
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| MercadoLibre, Inc. | $23.8K | 17.2% |
| Workiva Inc | $13.1K | 9.5% |
| Pinterest, Inc. | $12.9K | 9.3% |
| Amazon.com Inc | $12.4K | 8.9% |
| Tradeweb Markets Inc. | $11.7K | 8.4% |
| Wix.com Ltd. | $11.4K | 8.2% |
| Schwab Charles Corp | $11.2K | 8.1% |
| Workday Inc | $10.5K | 7.6% |
| Sea Ltd | $10.2K | 7.4% |
| ServiceNow Inc | $8.4K | 6.1% |
| Visa Inc | $4.6K | 3.3% |
| Microsoft Corp | $4.3K | 3.1% |
| Alphabet Inc. | $4.2K | 3.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.