§ 13F · FUND PROFILE
Lakehouse Capital Pty Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $164K (13F)Positions · 13Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MELI | MERCADOLIBRE INC | 12K | $30K | 20.1% | ±0% |
| 2 | NOW | SERVICENOW INC | 124K | $19K | 12.8% | +127% |
| 3 | WK | WORKIVA INC | 184K | $16K | 10.8% | +21% |
| 4 | SE | SEA LTD SPONSORD ADS | 114K | $14K | 9.3% | +43% |
| 5 | MSFT | MICROSOFT CORP | 22K | $12K | 7.9% | +144% |
| 6 | WDAY | WORKDAY INC | 56K | $11K | 7.1% | +14% |
| 7 | GOOG | ALPHABET INC | 25K | $10K | 7.0% | +85% |
| 8 | V | VISA INC | 20K | $9K | 5.9% | +51% |
| 9 | AMZN | AMAZON COM INC | 29K | $9K | 5.9% | −47% |
| 10 | TW | TRADEWEB MKTS INC | 34K | $6K | 4.0% | −68% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LAKEHOUSE SIGNAL
AC read
Lakehouse Capital Pty Ltd is a Other fund managing $164 thousand in assets. The fund runs a focused portfolio of just 13 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed