13F HOLDINGS REPORT
Lakehouse Capital Pty Ltd
Quarter ended Q2 2024 · Filed August 7, 2024 · Accession 0001844830-24-000003
Total Value
$142,753
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 111,414 | $21,531 | 15.08% |
| 2 | MERCADOLIBRE INC | MELI | 11,809 | $19,407 | 13.59% |
| 3 | ALPHABET INC | GOOG | 81,660 | $14,978 | 10.49% |
| 4 | SERVICENOW INC | NOW | 17,832 | $14,028 | 9.83% |
| 5 | SCHWAB CHARLES CORP | SCHW-PJ | 156,467 | $11,530 | 8.08% |
| 6 | SPOTIFY TECHNOLOGY S A | SPOT | 33,089 | $10,383 | 7.27% |
| 7 | VISA INC | V | 36,289 | $9,525 | 6.67% |
| 8 | SEA LTD | SE | 112,383 | $8,026 | 5.62% |
| 9 | WIX COM LTD | WIX | 48,108 | $7,653 | 5.36% |
| 10 | COSTAR GROUP INC | CSGP | 94,408 | $6,999 | 4.90% |
| 11 | MICROSOFT CORP | MSFT | 14,472 | $6,468 | 4.53% |
| 12 | META PLATFORMS INC | META | 12,363 | $6,234 | 4.37% |
| 13 | TRADEWEB MKTS INC | 892672106 | 40,880 | $4,333 | 3.04% |
| 14 | MONSTER BEVERAGE CORP NEW | MNST | 33,197 | $1,658 | 1.16% |