Lakehouse Capital Pty Ltd
Top Portfolio Positions
12 positions ·
$94,417,004 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
11,809 | $20,417,997 | 21.63% | |
| NOW |
ServiceNow, Inc.
Technology
|
124,338 | $12,999,537 | 13.77% | |
| WK |
Workiva Inc
Technology
|
184,108 | $10,978,360 | 11.63% | |
| SE |
Sea Ltd
Consumer Cyclical
|
114,385 | $9,472,221 | 10.03% | |
| MSFT |
Microsoft Corp
Technology
|
21,773 | $8,059,711 | 8.54% | |
| WDAY |
Workday, Inc.
Technology
|
55,657 | $7,230,957 | 7.66% | |
| V |
Visa Inc.
Financial Services
|
19,791 | $5,981,631 | 6.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,542 | $5,944,442 | 6.30% | |
| TW |
Tradeweb Markets Inc.
Financial Services
|
34,300 | $4,035,738 | 4.27% | |
| PINS |
Pinterest, Inc.
Communication Services
|
179,770 | $3,296,981 | 3.49% |
Portfolio Trend
22 quarters · across all stocks
Holdings in WK
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,978,360 | 184,108 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $13,109,396 | 151,993 | Shares | Sole | 2026-01-27 | |
| No 13F history on record for this holder in this stock. | ||||||