Lakehouse Capital Pty Ltd reported 12 holdings worth US$114K as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 6, 2026
Lakehouse Capital Pty Ltd reported 12 holdings worth US$114K as of Sep 30, 2026. Largest: Mercadolibre, Inc., Servicenow, Inc. and Workiva Inc. Filed Oct 6, 2026 (Form 13F).
- Holdings
- 12
- Value as reported
- US$114K
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Mercadolibre, Inc. | 11,809 | US$20.4M | 17896.5% |
| Servicenow, Inc. | 124K | US$16.7M | 14609.5% |
| Workiva Inc. | 200K | US$13.3M | 11660.1% |
| Veeva Systems Inc. | 37,377 | US$10.7M | 9354.2% |
| Microsoft Corp. | 19,927 | US$10.2M | 8961.4% |
| Workday, Inc. | 43,773 | US$8.34M | 7309.6% |
| Alphabet Inc (google) Class C | 21,466 | US$7.31M | 6412.6% |
| Visa Inc. | 19,791 | US$7.11M | 6235.5% |
| Amazon.com, Inc. | 24,794 | US$6.18M | 5415.8% |
| Tradeweb Markets Inc. | 39,020 | US$3.94M | 3450.1% |
| Charles Schwab Corporation (the) | 32,894 | US$3.21M | 2818.8% |