Lakehouse Capital Pty Ltd
Net seller this quarter
$90.5M
12
-$12.3M
93.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MELI | $20M | 22.16% | 0.02% | Not reported | Q1 2020 |
 NOW | $12.3M | 13.65% | 0.01% | Not reported | Q1 2020 |
 GOOG | $8.77M | 9.69% | Not reported | Not reported | Q1 2020 |
 MSFT | $8.12M | 8.98% | 0.00% | Not reported | Q3 2022 |
 AMZN | $6.8M | 7.52% | 0.00% | Not reported | Q1 2020 |
 V | $6.79M | 7.51% | 0.00% | Not reported | Q1 2020 |
 VEEV | $6.63M | 7.33% | 0.02% | +125.8% | Q1 2026 |
 SE | $6.6M | 7.29% | 0.04% | -39.8% | Q1 2022 |
 WK | $4.9M | 5.42% | Not reported | -45.1% | Q4 2025 |
 TW | $3.42M | 3.78% | 34300.00% | Not reported | Q3 2023 |
 SCHW | $3.04M | 3.35% | 0.00% | Not reported | Q1 2020 |
 WDAY | $3.01M | 3.33% | 0.01% | -55.8% | Q4 2025 |
| Q1 2026 | |||||
| MELI | $29.8M | 20.11% | 0.02% | Not reported | Q1 2020 |
| NOW | $19M | 12.80% | 0.01% | +126.7% | Q1 2020 |
| WK | $16M | 10.81% | Not reported | +21.1% | Q4 2025 |
| SE | $13.8M | 9.33% | 0.06% | +42.8% | Q1 2022 |
| MSFT | $11.8M | 7.94% | 0.00% | +144.5% | Q3 2022 |
| WDAY | $10.6M | 7.12% | 0.03% | +13.7% | Q4 2025 |
| GOOG | $10.4M | 7.01% | Not reported | +84.5% | Q1 2020 |
| V | $8.73M | 5.89% | 0.00% | +50.9% | Q1 2020 |
| AMZN | $8.68M | 5.85% | 0.00% | -46.7% | Q1 2020 |
| TW | $5.89M | 3.97% | 34300.00% | -68.5% | Q3 2023 |
 PINS | $4.81M | 3.25% | 0.14% | -63.8% | Q1 2025 |
| SCHW | $4.51M | 3.04% | 0.00% | -70.6% | Q1 2020 |
| VEEV | $4.25M | 2.86% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| MELI | $23.8M | 17.15% | 0.02% | Not reported | Q1 2020 |
| WK | $13.1M | 9.45% | Not reported | New | Q4 2025 |
| PINS | $12.9M | 9.28% | 0.39% | Not reported | Q1 2025 |
| AMZN | $12.4M | 8.91% | 0.00% | -22.0% | Q1 2020 |
| TW | $11.7M | 8.44% | 108875.00% | +34.6% | Q3 2023 |
 WIX | $11.4M | 8.23% | 0.20% | +1.2% | Q1 2024 |
| SCHW | $11.2M | 8.06% | 0.01% | -28.5% | Q1 2020 |
| WDAY | $10.5M | 7.58% | 0.02% | New | Q4 2025 |
| SE | $10.2M | 7.37% | 0.05% | Not reported | Q1 2022 |
| NOW | $8.4M | 6.06% | 0.01% | Not reported | Q1 2020 |
| V | $4.6M | 3.32% | 0.00% | Not reported | Q1 2020 |
| MSFT | $4.31M | 3.11% | 0.00% | -6.0% | Q3 2022 |
| GOOG | $4.22M | 3.04% | Not reported | -76.6% | Q1 2020 |
| Q3 2025 | |||||
| MELI | $27.6M | 16.87% | 0.02% | Not reported | Q1 2020 |
| WIX | $19.3M | 11.78% | 0.19% | +43.1% | Q1 2024 |
| PINS | $16M | 9.77% | 0.39% | +42.0% | Q1 2025 |
| AMZN | $15.1M | 9.21% | 0.00% | -27.5% | Q1 2020 |
| SCHW | $14.9M | 9.13% | 0.01% | Not reported | Q1 2020 |
| SE | $14.3M | 8.75% | 0.05% | -28.7% | Q1 2022 |
| GOOG | $14M | 8.55% | Not reported | -32.1% | Q1 2020 |
| NOW | $10.1M | 6.17% | 0.01% | Not reported | Q1 2020 |
 META | $9.08M | 5.55% | Not reported | Not reported | Q1 2020 |
| TW | $8.98M | 5.49% | 80880.00% | +97.9% | Q3 2023 |
 CSGP | $4.93M | 3.01% | 0.01% | Not reported | Q1 2020 |
| MSFT | $4.91M | 3.00% | 0.00% | Not reported | Q3 2022 |
| V | $4.48M | 2.74% | 0.00% | Not reported | Q1 2020 |