Lakehouse Capital Pty Ltd
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 83.5%; sector active share 37.6% against the combined 13F book's sector weights.
Over time 23 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
12 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 42.5% | $48,519,186 |
| Consumer Cyclical | 29.2% | $33,291,215 |
| Financial Services | 12.5% | $14,261,335 |
| Healthcare | 9.4% | $10,669,264 |
| Communication Services | 6.4% | $7,314,324 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Held | 11,809 | $20,412,210 | 17.90% | |
| NOW |
ServiceNow, Inc.
Technology
|
Held | 124,338 | $16,662,535 | 14.61% | |
| WK |
Workiva Inc
Technology
|
Added | 199,776 | $13,299,088 | 11.66% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
Held | 37,377 | $10,669,264 | 9.35% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 19,927 | $10,220,558 | 8.96% | |
| WDAY |
Workday, Inc.
Technology
|
Added | 43,773 | $8,337,005 | 7.31% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 21,466 | $7,314,324 | 6.41% | |
| V |
Visa Inc.
Financial Services
|
Held | 19,791 | $7,111,500 | 6.24% | |
| SE |
Sea Ltd
Consumer Cyclical
|
Held | 68,833 | $6,701,580 | 5.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 24,794 | $6,177,425 | 5.42% | |
| TW |
Tradeweb Markets Inc.
Financial Services
|
Added | 39,020 | $3,934,776 | 3.45% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Held | 32,894 | $3,215,059 | 2.82% |
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.