13F HOLDINGS REPORT
Lakehouse Capital Pty Ltd
Quarter ended Q4 2023 · Filed October 18, 2023 · Accession 0001844830-23-000004
Total Value
$110,904
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 114,939 | $14,611 | 13.17% |
| 2 | MERCADOLIBRE INC | MELI | 9,456 | $11,989 | 10.81% |
| 3 | SERVICENOW INC | NOW | 20,562 | $11,493 | 10.36% |
| 4 | ALPHABET INC | GOOG | 81,660 | $10,767 | 9.71% |
| 5 | VISA INC | V | 45,692 | $10,510 | 9.48% |
| 6 | COSTAR GROUP INC | CSGP | 126,320 | $9,713 | 8.76% |
| 7 | SCHWAB CHARLES CORP | SCHW-PJ | 156,467 | $8,590 | 7.75% |
| 8 | MICROSOFT CORP | MSFT | 27,136 | $8,568 | 7.73% |
| 9 | SPOTIFY TECHNOLOGY S A | SPOT | 43,961 | $6,798 | 6.13% |
| 10 | SEA LTD | SE | 112,383 | $4,939 | 4.45% |
| 11 | META PLATFORMS INC | META | 12,363 | $3,711 | 3.35% |
| 12 | DOXIMITY INC | DOCS | 159,210 | $3,378 | 3.05% |
| 13 | TRADEWEB MKTS INC | 892672106 | 40,880 | $3,279 | 2.96% |
| 14 | MONSTER BEVERAGE CORP NEW | MNST | 48,316 | $2,558 | 2.31% |