13F HOLDINGS REPORT
Lakehouse Capital Pty Ltd
Quarter ended Q3 2023 · Filed August 16, 2023 · Accession 0001844830-23-000003
Total Value
$116,261
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 122,740 | $16,000 | 13.76% |
| 2 | SERVICENOW INC | NOW | 23,505 | $13,209 | 11.36% |
| 3 | COSTAR GROUP INC | CSGP | 138,189 | $12,299 | 10.58% |
| 4 | MERCADOLIBRE INC | MELI | 9,456 | $11,202 | 9.64% |
| 5 | VISA INC | V | 45,692 | $10,851 | 9.33% |
| 6 | ALPHABET INC | GOOG | 81,660 | $9,878 | 8.50% |
| 7 | MICROSOFT CORP | MSFT | 28,440 | $9,685 | 8.33% |
| 8 | SPOTIFY TECHNOLOGY S A | SPOT | 59,961 | $9,627 | 8.28% |
| 9 | SCHWAB CHARLES CORP | SCHW-PJ | 156,467 | $8,869 | 7.63% |
| 10 | META PLATFORMS INC | META | 16,866 | $4,840 | 4.16% |
| 11 | MARKETAXESS HLDGS INC | MKTX | 17,168 | $4,488 | 3.86% |
| 12 | MONSTER BEVERAGE CORP NEW | MNST | 62,707 | $3,602 | 3.10% |
| 13 | SEA LTD | SE | 29,478 | $1,711 | 1.47% |