13F HOLDINGS REPORT
Lakehouse Capital Pty Ltd
Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0001844830-25-000003
Total Value
$163,890
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 11,809 | $30,864 | 18.83% |
| 2 | AMAZON COM INC | AMZN | 94,629 | $20,760 | 12.67% |
| 3 | SEA LTD SPONSORD ADS | SE | 112,383 | $17,975 | 10.97% |
| 4 | ALPHABET INC | GOOG | 84,555 | $14,999 | 9.15% |
| 5 | SCHWAB CHARLES CORP | SCHW-PJ | 156,467 | $14,276 | 8.71% |
| 6 | PINTEREST INC | PINS | 350,000 | $12,551 | 7.66% |
| 7 | WIX COM LTD | WIX | 75,794 | $12,010 | 7.33% |
| 8 | SERVICENOW INC | NOW | 10,972 | $11,280 | 6.88% |
| 9 | META PLATFORMS INC | META | 12,363 | $9,125 | 5.57% |
| 10 | TRADEWEB MKTS INC | 892672106 | 40,880 | $5,985 | 3.65% |
| 11 | MICROSOFT CORP | MSFT | 9,472 | $4,711 | 2.87% |
| 12 | COSTAR GROUP INC | CSGP | 58,408 | $4,696 | 2.87% |
| 13 | VISA INC | V | 13,118 | $4,658 | 2.84% |