—

Lakehouse Capital Pty Ltd

Q2 2026 13F Holdings

  • Location
    sydney nsw, C3
  • Num holdings

    12

  • Value ($000)

    $90

  • Date Filed
    07/21/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MELI

MERCADOLIBRE INC

COM
58733R102
$20.04K
22 %

11,809

N
NOW

SERVICENOW INC

COM
81762P102
$12.34K
14 %

124,338

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$8.77K
10 %

24,814

M
MSFT

MICROSOFT CORP

COM
594918104
$8.12K
9 %

21,773

A
AMZN

AMAZON COM INC

COM
023135106
$6.8K
8 %

28,542

V
V

VISA INC

COM CL A
92826C839
$6.79K
8 %

19,791

V
VEEV

VEEVA SYS INC

CL A COM
922475108
$6.63K
7 %

37,377

S
SE

SEA LTD SPONSORD ADS

SPONSORD ADS
81141R100
$6.6K
7 %

68,833

W
WK

WORKIVA INC

COM CL A
98139A105
$4.9K
5 %

101,026

---

TRADEWEB MKTS INC

CL A
892672106
$3.42K
4 %

34,300

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 12