13F HOLDINGS REPORT
Lakehouse Capital Pty Ltd
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001844830-25-000002
Total Value
$150,423
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 11,809 | $23,037 | 15.32% |
| 2 | AMAZON COM INC | AMZN | 111,414 | $21,197 | 14.09% |
| 3 | SEA LTD SPONSORD ADS | SE | 112,383 | $14,664 | 9.75% |
| 4 | ALPHABET INC | GOOG | 84,555 | $13,210 | 8.78% |
| 5 | VISA INC | V | 36,289 | $12,717 | 8.45% |
| 6 | WIX COM LTD | WIX | 75,794 | $12,383 | 8.23% |
| 7 | SCHWAB CHARLES CORP | SCHW-PJ | 156,467 | $12,248 | 8.14% |
| 8 | PINTEREST INC | PINS | 350,000 | $10,850 | 7.21% |
| 9 | SERVICENOW INC | NOW | 10,972 | $8,735 | 5.81% |
| 10 | META PLATFORMS INC | META | 12,363 | $7,125 | 4.74% |
| 11 | TRADEWEB MKTS INC | 892672106 | 40,880 | $6,069 | 4.03% |
| 12 | COSTAR GROUP INC | CSGP | 58,408 | $4,627 | 3.08% |
| 13 | MICROSOFT CORP | MSFT | 9,472 | $3,555 | 2.36% |