Lakehouse Capital Pty Ltd

CIK

1844830

Location

SYDNEY NSW, C3

Portfolio Value

Micro $94,417,004

Diversification

Diversified

Filing Date

Global Rank

#5,477 / 8,232 ▼ 463

Top Industry

Internet Retail 38.0%

3Y Alpha vs SPY

-10.6%

Period ended 2 months ago

Filed Apr 9, 2026 · 2mo

22 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+33.9%

SPY

+76.3%

Annualised alpha

-10.6%

Max drawdown

−35.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

12 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

21.6%

+3.9 pts

Top 5

65.6%

+10.7 pts

Top 10

93.6%

+0.3 pts

HHI

1,155

Diversified+174

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	41.6%	$39,268,565	4
Consumer Cyclical	38.0%	$35,834,660	3
Financial Services	13.9%	$13,108,747	3
Communication Services	3.5%	$3,296,981	1
Healthcare	3.1%	$2,908,051	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	+69,478	124,338	$12,999,537
SE	Sea Ltd	+34,260	114,385	$9,472,221
WK	Workiva Inc	+32,115	184,108	$10,978,360
MSFT	Microsoft Corp	+12,866	21,773	$8,059,711
WDAY	Workday, Inc.	+6,717	55,657	$7,230,957
V	Visa Inc.	+6,673	19,791	$5,981,631
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
PINS	Pinterest, Inc.	−317,096	179,770	$3,296,981
SCHW	Schwab Charles Corp	−78,924	32,894	$3,091,378
TW	Tradeweb Markets Inc.	−74,575	34,300	$4,035,738
AMZN	Amazon Com Inc	−24,971	28,542	$5,944,442
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
VEEV	Veeva Systems Inc	16,555	$2,908,051
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
WIX	Wix.com Ltd.	109,830	$11,410,238
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

12 positions · $94,417,004 total · as of Mar 31, 2026

All sectors Communication Services 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	$20,417,997	−14.2%	21.63%
NOW	ServiceNow, Inc. Technology	Added	124,338	+69,478	$12,999,537	+54.7%	13.77%
WK	Workiva Inc Technology	Added	184,108	+32,115	$10,978,360	−16.3%	11.63%
SE	Sea Ltd Consumer Cyclical	Added	114,385	+34,260	$9,472,221	−7.3%	10.03%
MSFT	Microsoft Corp Technology	Added	21,773	+12,866	$8,059,711	+87.1%	8.54%
WDAY	Workday, Inc. Technology	Added	55,657	+6,717	$7,230,957	−31.2%	7.66%
V	Visa Inc. Financial Services	Added	19,791	+6,673	$5,981,631	+30.0%	6.34%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	28,542	-24,971	$5,944,442	−51.9%	6.30%
TW	Tradeweb Markets Inc. Financial Services	Reduced	34,300	-74,575	$4,035,738	−65.5%	4.27%
PINS	Pinterest, Inc. Communication Services	Reduced	179,770	-317,096	$3,296,981	−74.4%	3.49%
SCHW	Schwab Charles Corp Financial Services	Reduced	32,894	-78,924	$3,091,378	−72.3%	3.27%
VEEV	Veeva Systems Inc Healthcare	NEW	16,555	NEW	$2,908,051	NEW	3.08%