13F HOLDINGS REPORT
Lakehouse Capital Pty Ltd
Quarter ended Q3 2025 · Filed November 19, 2025 · Accession 0001844830-25-000005
Total Value
$246,898
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 11,809 | $41,640 | 16.87% |
| 2 | WIX COM LTD | WIX | 108,480 | $29,075 | 11.78% |
| 3 | PINTEREST INC | PINS | 496,866 | $24,118 | 9.77% |
| 4 | AMAZON COM INC | AMZN | 68,624 | $22,735 | 9.21% |
| 5 | SCHWAB CHARLES CORP | SCHW-PJ | 156,467 | $22,539 | 9.13% |
| 6 | SEA LTD SPONSORD ADS | SE | 80,125 | $21,608 | 8.75% |
| 7 | ALPHABET INC | GOOG | 57,443 | $21,109 | 8.55% |
| 8 | SERVICENOW INC | NOW | 10,972 | $15,235 | 6.17% |
| 9 | META PLATFORMS INC | META | 12,363 | $13,699 | 5.55% |
| 10 | TRADEWEB MKTS INC | 892672106 | 80,880 | $13,544 | 5.49% |
| 11 | COSTAR GROUP INC | CSGP | 58,408 | $7,436 | 3.01% |
| 12 | MICROSOFT CORP | MSFT | 9,472 | $7,403 | 3.00% |
| 13 | VISA INC | V | 13,118 | $6,757 | 2.74% |