§ 13F · FUND PROFILE
Lakehouse Capital Pty Ltd.
AUM · $90K (13F)Positions · 12Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MELI | MERCADOLIBRE INC | 12K | $20K | 22.2% | ±0% |
| 2 | NOW | SERVICENOW INC | 124K | $12K | 13.6% | ±0% |
| 3 | GOOG | ALPHABET INC | 25K | $9K | 9.7% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 22K | $8K | 9.0% | ±0% |
| 5 | AMZN | AMAZON COM INC | 29K | $7K | 7.5% | ±0% |
| 6 | V | VISA INC | 20K | $7K | 7.5% | ±0% |
| 7 | VEEV | VEEVA SYS INC | 37K | $7K | 7.3% | +126% |
| 8 | SE | SEA LTD SPONSORD ADS | 69K | $7K | 7.3% | −40% |
| 9 | WK | WORKIVA INC | 101K | $5K | 5.4% | −45% |
| 10 | TW | TRADEWEB MKTS INC | 34K | $3K | 3.8% | ±0% |
§ 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 $90 thousand in assets. The fund runs a focused portfolio of just 12 positions.
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