13F HOLDINGS REPORT
Lakehouse Capital Pty Ltd
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001844830-23-000001
Total Value
$100,838
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COSTAR GROUP INC | CSGP | 149,756 | $11,573 | 11.48% |
| 2 | AMAZON COM INC | AMZN | 122,740 | $10,310 | 10.22% |
| 3 | VISA INC | V | 49,396 | $10,263 | 10.18% |
| 4 | MERCADOLIBRE INC | MELI | 12,124 | $10,260 | 10.17% |
| 5 | SERVICENOW INC | NOW | 23,505 | $9,126 | 9.05% |
| 6 | ALPHABET INC | GOOG | 100,029 | $8,876 | 8.80% |
| 7 | SCHWAB CHARLES CORP | SCHW-PJ | 103,502 | $8,618 | 8.55% |
| 8 | MICROSOFT CORP | MSFT | 31,442 | $7,540 | 7.48% |
| 9 | MARKETAXESS HLDGS INC | MKTX | 26,293 | $7,333 | 7.27% |
| 10 | MONSTER BEVERAGE CORP NEW | MNST | 55,495 | $5,634 | 5.59% |
| 11 | SPOTIFY TECHNOLOGY S A | SPOT | 68,780 | $5,430 | 5.38% |
| 12 | META PLATFORMS INC | META | 20,744 | $2,496 | 2.48% |
| 13 | TWILIO INC | TWLO | 37,677 | $1,845 | 1.83% |
| 14 | SEA LTD | SE | 29,478 | $1,534 | 1.52% |