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Lakehouse Capital Pty Ltd

Q1 2026 13F Holdings

  • Location
    sydney nsw, C3
  • Num holdings

    13

  • Value ($000)

    $148

  • Date Filed
    04/09/2026
  • Form type
    13F-HR
  • CIK
    0001844830
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MELI

MERCADOLIBRE INC

COM
58733R102
$29.81K
20 %

11,809

N
NOW

SERVICENOW INC

COM
81762P102
$18.98K
13 %

124,338

W
WK

WORKIVA INC

COM CL A
98139A105
$16.03K
11 %

184,108

S
SE

SEA LTD SPONSORD ADS

SPONSORD ADS
81141R100
$13.83K
9 %

114,385

M
MSFT

MICROSOFT CORP

COM
594918104
$11.77K
8 %

21,773

W
WDAY

WORKDAY INC

CL A
98138H101
$10.56K
7 %

55,657

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$10.39K
7 %

24,814

V
V

VISA INC

COM CL A
92826C839
$8.73K
6 %

19,791

A
AMZN

AMAZON COM INC

COM
023135106
$8.68K
6 %

28,542

---

TRADEWEB MKTS INC

CL A
892672106
$5.89K
4 %

34,300

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