Lakehouse Capital Pty Ltd
13 holdingsFiling period: 2026-03-31Current AUM: $170.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MELI | MERCADOLIBRE INC | 11.8K | $29.8M | $32.4M | 19.00% | -- | 2026-03-31 |
| 2 | NOW | SERVICENOW INC | 124.3K | $19.0M | $20.2M | 11.85% | +69.5K | 2026-03-31 |
| 3 | WK | WORKIVA INC | 184.1K | $16.0M | $16.1M | 9.43% | +32.1K | 2026-03-31 |
| 4 | SE | SEA LTD SPONSORD ADS | 114.4K | $13.8M | $17.8M | 10.46% | +34.3K | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 21.8K | $11.8M | $14.8M | 8.67% | +12.9K | 2026-03-31 |
| 6 | WDAY | WORKDAY INC | 55.7K | $10.6M | $13.0M | 7.65% | +6.7K | 2026-03-31 |
| 7 | GOOG | ALPHABET INC | 24.8K | $10.4M | $12.9M | 7.58% | +11.4K | 2026-03-31 |
| 8 | V | VISA INC | 19.8K | $8.7M | $10.6M | 6.21% | +6.7K | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 28.5K | $8.7M | $11.3M | 6.64% | -24,971 | 2026-03-31 |
| 10 | TW | TRADEWEB MKTS INC | 34.3K | $5.9M | $5.0M | 2.95% | -74,575 | 2026-03-31 |
| 11 | PINS | PINTEREST INC | 179.8K | $4.8M | $6.3M | 3.70% | -317,096 | 2026-03-31 |
| 12 | SCHW | SCHWAB CHARLES CORP | 32.9K | $4.5M | $5.1M | 2.97% | -78,924 | 2026-03-31 |
| 13 | VEEV | VEEVA SYS INC | 16.6K | $4.2M | $4.9M | 2.89% | -- | 2026-03-31 |
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