Lakehouse Capital Pty Ltd reported 12 holdings worth US$90,465 as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Lakehouse Capital Pty Ltd reported 12 holdings worth US$90,465 as of Jun 30, 2026. Largest: Mercadolibre, Inc., Servicenow, Inc. and Alphabet Inc (google) Class C. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 12
- Value as reported
- US$90,465
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Mercadolibre, Inc. | 11,809 | US$20M | 22156.6% |
| Servicenow, Inc. | 124K | US$12.3M | 13645.1% |
| Alphabet Inc (google) Class C | 24,533 | US$8.77M | 9692.1% |
| Microsoft Corp. | 21,773 | US$8.12M | 8978.1% |
| Amazon.com, Inc. | 28,542 | US$6.8M | 7520.0% |
| Visa Inc. | 19,791 | US$6.79M | 7505.7% |
| Veeva Systems Inc. | 37,377 | US$6.63M | 7332.1% |
| Workiva Inc. | 101K | US$4.9M | 5417.6% |
| Tradeweb Markets Inc. | 34,300 | US$3.42M | 3778.3% |
| Charles Schwab Corporation (the) | 32,894 | US$3.04M | 3354.9% |
| Workday, Inc. | 24,599 | US$3.01M | 3328.4% |