account_balance

Investment manager · 13F filer · SEC CIK 1844830

Lakehouse Capital Pty Ltd

Reported value$114Mas of Sep 30, 2026
Positions12 0 new, 0 sold out
Top 10 weight93.7%MELI alone is 18%
FiledOct 66 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 12 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
MELI MercadoLibre Inc 17.9% HeldNOW ServiceNow, Inc. 14.6% HeldWK Workiva Inc 11.7% Added +98%VEEV Veeva Systems Inc 9.4% HeldMSFT Microsoft Corp 9.0% Trimmed −8%WDAY Workday, Inc. 7.3% Added +78%GOOG Alphabet Inc. 6.4% Trimmed −13%V Visa Inc. 6.2% HeldSE Sea Ltd 5.9% HeldAMZN Amazon.com Inc 5.4% Trimmed −13%TW Tradeweb Markets Inc. 3.5% Added +14%SCHW Charles Schwab Corp 2.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 6, 2026, compared with the Jul 22, 2026 filing
add_circleNew

None

arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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