13F HOLDINGS REPORT
Lakehouse Capital Pty Ltd
Quarter ended Q1 2024 · Filed April 11, 2024 · Accession 0001844830-24-000002
Total Value
$128,578
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 111,414 | $20,097 | 15.63% |
| 2 | MERCADOLIBRE INC | MELI | 9,456 | $14,297 | 11.12% |
| 3 | SERVICENOW INC | NOW | 17,832 | $13,595 | 10.57% |
| 4 | ALPHABET INC | GOOG | 81,660 | $12,434 | 9.67% |
| 5 | SCHWAB CHARLES CORP | SCHW-PJ | 156,467 | $11,319 | 8.80% |
| 6 | VISA INC | V | 36,289 | $10,128 | 7.88% |
| 7 | COSTAR GROUP INC | CSGP | 94,408 | $9,120 | 7.09% |
| 8 | SPOTIFY TECHNOLOGY S A | SPOT | 33,089 | $8,732 | 6.79% |
| 9 | MICROSOFT CORP | MSFT | 14,472 | $6,089 | 4.74% |
| 10 | SEA LTD | SE | 112,383 | $6,036 | 4.69% |
| 11 | META PLATFORMS INC | META | 12,363 | $6,003 | 4.67% |
| 12 | DOXIMITY INC | DOCS | 159,210 | $4,284 | 3.33% |
| 13 | TRADEWEB MKTS INC | 892672106 | 40,880 | $4,258 | 3.31% |
| 14 | MONSTER BEVERAGE CORP NEW | MNST | 33,197 | $1,968 | 1.53% |
| 15 | WIX COM LTD | WIX | 1,586 | $218 | 0.17% |