13F HOLDINGS REPORT (Amended)
Lakehouse Capital Pty Ltd
Quarter ended Q3 2025 · Filed November 19, 2025 · Accession 0001844830-25-000006
Total Value
$163,631
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 11,809 | $27,597 | 16.87% |
| 2 | WIX COM LTD | WIX | 108,480 | $19,269 | 11.78% |
| 3 | PINTEREST INC | PINS | 496,866 | $15,984 | 9.77% |
| 4 | AMAZON COM INC | AMZN | 68,624 | $15,068 | 9.21% |
| 5 | SCHWAB CHARLES CORP | SCHW-PJ | 156,467 | $14,938 | 9.13% |
| 6 | SEA LTD SPONSORD ADS | SE | 80,125 | $14,321 | 8.75% |
| 7 | ALPHABET INC | GOOG | 57,443 | $13,990 | 8.55% |
| 8 | SERVICENOW INC | NOW | 10,972 | $10,097 | 6.17% |
| 9 | META PLATFORMS INC | META | 12,363 | $9,079 | 5.55% |
| 10 | TRADEWEB MKTS INC | 892672106 | 80,880 | $8,976 | 5.49% |
| 11 | COSTAR GROUP INC | CSGP | 58,408 | $4,928 | 3.01% |
| 12 | MICROSOFT CORP | MSFT | 9,472 | $4,906 | 3.00% |
| 13 | VISA INC | V | 13,118 | $4,478 | 2.74% |