Free Trial

Lakehouse Capital Pty Ltd Top Holdings and 13F Report (2025)

About Lakehouse Capital Pty Ltd

Investment Activity

  • Lakehouse Capital Pty Ltd has $148.33 thousand in total holdings as of December 31, 2024.
  • Lakehouse Capital Pty Ltd owns shares of 13 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • About 4.77% of the portfolio was sold this quarter.
  • This quarter, Lakehouse Capital Pty Ltd has purchased 13 new stocks and bought additional shares in 0 stocks.
  • Lakehouse Capital Pty Ltd sold shares of 2 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Amazon.com
$24,443
MercadoLibre
$20,080
Wix.com
$13,024
Alphabet
$12,504
SEA
$11,923

Largest Sales this Quarter

Spotify Technology
8,700 shares (about $3.89K)
ServiceNow
3,000 shares (about $3.18K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLakehouse Capital Pty Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$24,4430.0%111,41416.5%Retail/Wholesale
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$20,0800.0%11,80913.5%Retail/Wholesale
Wix.com Ltd. stock logo
WIX
Wix.com
$13,0240.0%60,7088.8%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$12,5040.0%65,6608.4%Computer and Technology
Sea Limited stock logo
SE
SEA
$11,9230.0%112,3838.0%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$11,631$3,180 -21.5%10,9727.8%Computer and Technology
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$11,5800.0%156,4677.8%Finance
Visa Inc. stock logo
V
Visa
$11,4680.0%36,2897.7%Business Services
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$10,911$3,892 -26.3%24,3897.4%Business Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$7,2380.0%12,3634.9%Computer and Technology
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
$5,3520.0%40,8803.6%Finance
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$4,1810.0%58,4082.8%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$3,9920.0%9,4722.7%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data