Holdings
Lakehouse Capital Pty Ltd
As of Sep 30, 2026, Lakehouse Capital Pty Ltd reported 11 positions worth US$107M. Largest: Mercadolibre, Inc., Servicenow, Inc. and Workiva Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Mercadolibre, Inc. | 11,809 | US$20.4M | no change | Sep 30, 2026 |
| Servicenow, Inc. | 124K | US$16.7M | no change | Sep 30, 2026 |
| Workiva Inc. | 200K | US$13.3M | +98,750 | Sep 30, 2026 |
| Veeva Systems Inc. | 37,377 | US$10.7M | no change | Sep 30, 2026 |
| Microsoft Corp. | 19,927 | US$10.2M | −1,846 | Sep 30, 2026 |
| Workday, Inc. | 43,773 | US$8.34M | +19,174 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 21,466 | US$7.31M | −3,067 | Sep 30, 2026 |
| Visa Inc. | 19,791 | US$7.11M | no change | Sep 30, 2026 |
| Amazon.com, Inc. | 24,794 | US$6.18M | −3,748 | Sep 30, 2026 |
| Tradeweb Markets Inc. | 39,020 | US$3.94M | +4,720 | Sep 30, 2026 |