Lakehouse Capital Pty Ltd: 13F holdings
CIK 18448302026Q2
| Positions | 12 |
|---|
| Reported value | $90.5m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 12 (-1 vs prior quarter) |
|---|
| Reported value | $90.5m (-39.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MELI MERCADOLIBRE INC | 11,809 | $20.0m | 22.2% |
| NOW SERVICENOW INC | 124,338 | $12.3m | 13.6% |
| GOOG ALPHABET INC | 24,814 | $8.8m | 9.7% |
| MSFT MICROSOFT CORP | 21,773 | $8.1m | 9.0% |
| AMZN AMAZON COM INC | 28,542 | $6.8m | 7.5% |
| V VISA INC | 19,791 | $6.8m | 7.5% |
| VEEV VEEVA SYS INC | 37,377 | $6.6m | 7.3% |
| SE SEA LTD SPONSORD ADS | 68,833 | $6.6m | 7.3% |
| WK WORKIVA INC | 101,026 | $4.9m | 5.4% |
| TW TRADEWEB MKTS INC | 34,300 | $3.4m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1844830")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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