Lakehouse Capital Pty Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$148K
Q ending 2026-03-31
Prior quarter
$139K
Q ending 2025-12-31
Change
+6.9% QoQ · -1.4% YoY
Positions
13
reported holdings
Largest positions
All 13 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Mercadolibre Inc | MELI | Shares | $30K | 12K |
| Servicenow Inc | NOW | Shares | $19K | 124K |
| Workiva Inc | WK | Shares | $16K | 184K |
| Sea Ltd Sponsord Ads | SE | Shares | $14K | 114K |
| Microsoft Corp | MSFT | Shares | $12K | 22K |
| Workday Inc | WDAY | Shares | $11K | 56K |
| Alphabet Inc | GOOG | Shares | $10K | 25K |
| Visa Inc | V | Shares | $9K | 20K |
| Amazon Com Inc | AMZN | Shares | $9K | 29K |
| Tradeweb Mkts Inc | TW | Shares | $6K | 34K |
| Pinterest Inc | PINS | Shares | $5K | 180K |
| Schwab Charles Corp | SCHW | Shares | $5K | 33K |
| Veeva Sys Inc | VEEV | Shares | $4K | 17K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.