13F HOLDINGS REPORT
Lakehouse Capital Pty Ltd
Quarter ended Q2 2023 · Filed May 16, 2023 · Accession 0001844830-23-000002
Total Value
$113,064
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 122,740 | $12,678 | 11.21% |
| 2 | MERCADOLIBRE INC | MELI | 9,456 | $12,464 | 11.02% |
| 3 | SERVICENOW INC | NOW | 23,505 | $10,923 | 9.66% |
| 4 | ALPHABET INC | GOOG | 100,029 | $10,403 | 9.20% |
| 5 | VISA INC | V | 45,692 | $10,302 | 9.11% |
| 6 | COSTAR GROUP INC | CSGP | 138,189 | $9,514 | 8.41% |
| 7 | MARKETAXESS HLDGS INC | MKTX | 23,562 | $9,220 | 8.15% |
| 8 | MICROSOFT CORP | MSFT | 31,442 | $9,065 | 8.02% |
| 9 | SCHWAB CHARLES CORP | SCHW-PJ | 156,467 | $8,196 | 7.25% |
| 10 | SPOTIFY TECHNOLOGY S A | SPOT | 59,961 | $8,012 | 7.09% |
| 11 | MONSTER BEVERAGE CORP NEW | MNST | 98,862 | $5,340 | 4.72% |
| 12 | META PLATFORMS INC | META | 20,744 | $4,396 | 3.89% |
| 13 | SEA LTD | SE | 29,478 | $2,551 | 2.26% |