13F HOLDINGS REPORT
Lakehouse Capital Pty Ltd
Quarter ended Q4 2024 · Filed January 17, 2025 · Accession 0001844830-25-000001
Total Value
$148,327
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 111,414 | $24,443 | 16.48% |
| 2 | MERCADOLIBRE INC | MELI | 11,809 | $20,080 | 13.54% |
| 3 | WIX COM LTD | WIX | 60,708 | $13,024 | 8.78% |
| 4 | ALPHABET INC | GOOG | 65,660 | $12,504 | 8.43% |
| 5 | SEA LTD | SE | 112,383 | $11,923 | 8.04% |
| 6 | SERVICENOW INC | NOW | 10,972 | $11,631 | 7.84% |
| 7 | SCHWAB CHARLES CORP | SCHW-PJ | 156,467 | $11,580 | 7.81% |
| 8 | VISA INC | V | 36,289 | $11,468 | 7.73% |
| 9 | SPOTIFY TECHNOLOGY S A | SPOT | 24,389 | $10,911 | 7.36% |
| 10 | META PLATFORMS INC | META | 12,363 | $7,238 | 4.88% |
| 11 | TRADEWEB MKTS INC | 892672106 | 40,880 | $5,352 | 3.61% |
| 12 | COSTAR GROUP INC | CSGP | 58,408 | $4,181 | 2.82% |
| 13 | MICROSOFT CORP | MSFT | 9,472 | $3,992 | 2.69% |