Lakehouse Capital Pty Ltd
Holdings as of 2026-09-30, filed 2026-10-06
This is history, not a current position. These holdings describe 2026-09-30, and the report became public 6 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
12
Value reported by manager
$114.1K
Sum of our stored positions
$114.1K
should match the line above
Disclosure lag
6 d
quarter end to filing
Top 5 concentration
62.5%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
12 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| MERCADOLIBRE INC | COM | $20.4K | 11,809 | — | 58733R102 |
| SERVICENOW INC | COM | $16.7K | 124,338 | — | 81762P102 |
| WORKIVA INC | COM CL A | $13.3K | 199,776 | — | 98139A105 |
| VEEVA SYS INC | CL A COM | $10.7K | 37,377 | — | 922475108 |
| MICROSOFT CORP | COM | $10.2K | 19,927 | — | 594918104 |
| WORKDAY INC | CL A | $8.3K | 43,773 | — | 98138H101 |
| ALPHABET INC | CAP STK CL C | $7.3K | 21,466 | — | 02079K107 |
| VISA INC | COM CL A | $7.1K | 19,791 | — | 92826C839 |
| SEA LTD SPONSORD ADS | SPONSORD ADS | $6.7K | 68,833 | — | 81141R100 |
| AMAZON COM INC | COM | $6.2K | 24,794 | — | 023135106 |
| TRADEWEB MKTS INC | CL A | $3.9K | 39,020 | — | 892672106 |
| SCHWAB CHARLES CORP | COM | $3.2K | 32,894 | — | 808513105 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-10-06