13F HOLDINGS REPORT
Lakehouse Capital Pty Ltd
Quarter ended Q4 2025 · Filed January 27, 2026 · Accession 0001844830-26-000001
Total Value
$138,667
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 11,809 | $23,786 | 17.15% |
| 2 | WORKIVA INC | WK | 151,993 | $13,109 | 9.45% |
| 3 | PINTEREST INC | PINS | 496,866 | $12,864 | 9.28% |
| 4 | AMAZON COM INC | AMZN | 53,513 | $12,352 | 8.91% |
| 5 | TRADEWEB MKTS INC | 892672106 | 108,875 | $11,708 | 8.44% |
| 6 | WIX COM LTD | WIX | 109,830 | $11,410 | 8.23% |
| 7 | SCHWAB CHARLES CORP | SCHW-PJ | 111,818 | $11,172 | 8.06% |
| 8 | WORKDAY INC | WDAY | 48,940 | $10,511 | 7.58% |
| 9 | SEA LTD SPONSORD ADS | SE | 80,125 | $10,222 | 7.37% |
| 10 | SERVICENOW INC | NOW | 54,860 | $8,404 | 6.06% |
| 11 | VISA INC | V | 13,118 | $4,601 | 3.32% |
| 12 | MICROSOFT CORP | MSFT | 8,907 | $4,308 | 3.11% |
| 13 | ALPHABET INC | GOOG | 13,449 | $4,220 | 3.04% |