Lakehouse Capital Pty Ltd

CIK

1844830

Location

SYDNEY NSW, C3

Portfolio Value

Micro $81,698,521

Diversification

Diversified

Filing Date

Global Rank

#6,447 / 8,645 ▲ 2241

Top Industry

Internet Retail 40.9%

3Y Alpha vs SPY

+6.7%

Period ended 52 days ago

Filed Jul 22, 2026 · 30d

23 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+114.8%

SPY

+73.6%

Annualised alpha

+8.9%

Max drawdown

−26.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

11 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.5%

+4.4 pts

Top 5

66.2%

+5.2 pts

Top 10

96.3%

+5.5 pts

HHI

1,279

Diversified+232

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	40.9%	$33,443,444	3
Technology	34.7%	$28,378,220	4
Financial Services	16.2%	$13,243,561	3
Healthcare	8.1%	$6,633,296	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
VEEV	Veeva Systems Inc	+20,822	37,377	$6,633,296
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
WK	Workiva Inc	−83,082	101,026	$4,900,771
SE	Sea Ltd	−45,552	68,833	$6,596,266
WDAY	Workday, Inc.	−31,058	24,599	$3,011,409
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
GOOGL	Alphabet Inc.	24,814	$10,393
PINS	Pinterest, Inc.	179,770	$4,814
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

11 tracked positions · $81,698,521 total · as of Jun 30, 2026

All sectors Consumer Cyclical Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MELI	Mercadolibre Inc Consumer Cyclical	Held	11,809	0	$20,044,478	+67136.3%	24.53%
NOW	ServiceNow, Inc. Technology	Held	124,338	0	$12,344,276	+64938.3%	15.11%
MSFT	Microsoft Corp Technology	Held	21,773	0	$8,121,764	+68915.7%	9.94%
AMZN	Amazon Com Inc Consumer Cyclical	Held	28,542	0	$6,802,700	+78281.1%	8.33%
V	Visa Inc. Financial Services	Held	19,791	0	$6,790,094	+77643.2%	8.31%
VEEV	Veeva Systems Inc Healthcare	Added	37,377	+20,822	$6,633,296	+156124.6%	8.12%
SE	Sea Ltd Consumer Cyclical	Reduced	68,833	-45,552	$6,596,266	+47595.3%	8.07%
WK	Workiva Inc Technology	Reduced	101,026	-83,082	$4,900,771	+30474.4%	6.00%
TW	Tradeweb Markets Inc. Financial Services	Held	34,300	0	$3,418,338	+57916.6%	4.18%
SCHW	Schwab Charles Corp Financial Services	Held	32,894	0	$3,035,129	+67138.1%	3.72%
WDAY	Workday, Inc. Technology	Reduced	24,599	-31,058	$3,011,409	+28422.5%	3.69%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.