Lakehouse Capital Pty Ltd

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 13Value: $150.4MLatest: 2025Q1

Lakehouse Capital Pty Ltd is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 13 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "SE",
  "META",
  "MSFT",
  "NOW",
  "TW",
  "SCHW",
  "AMZN",
  "V",
  "WIX",
  "MELI",
  "CSGP",
  "GOOG"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 13
Total Value: 150417
Accession Number: 0001844830-25-000002
Form Type: 13F-HR
CIK: lakehouse-capital-pty
Manager Name: Lakehouse-Capital-Pty

Data Enrichment

100% identified

13 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

13 positions • $150.4K total value

SEC FilingSEC DataHachi Filing

Manager:

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MERCADOLIBRE INC

MELI|58733R102

Shares:11.8K

Value:$23.0M

% of Portfolio:15315.4% ($23.0M/$150.4K)

AMAZON COM INC

AMZN|023135106

Shares:111.4K

Value:$21.2M

% of Portfolio:14092.2% ($21.2M/$150.4K)

Sea Ltd

SE|81141R100

Shares:112.4K

Value:$14.7M

% of Portfolio:9748.9% ($14.7M/$150.4K)

Alphabet Inc.

GOOG|02079K107

Shares:84.6K

Value:$13.2M

% of Portfolio:8782.3% ($13.2M/$150.4K)

VISA INC.

V|92826C839

Shares:36.3K

Value:$12.7M

% of Portfolio:8454.5% ($12.7M/$150.4K)

Wix.com Ltd.

WIX|M98068105

Shares:75.8K

Value:$12.4M

% of Portfolio:8232.4% ($12.4M/$150.4K)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:156.5K

Value:$12.2M

% of Portfolio:8142.7% ($12.2M/$150.4K)

PINTEREST, INC.

PINS|72352L106

Shares:350.0K

Value:$10.8M

% of Portfolio:7213.3% ($10.8M/$150.4K)

ServiceNow, Inc.

NOW|81762P102

Shares:11.0K

Value:$8.7M

% of Portfolio:5807.2% ($8.7M/$150.4K)

Meta Platforms, Inc.

META|30303M102

Shares:12.4K

Value:$7.1M

% of Portfolio:4736.8% ($7.1M/$150.4K)

Tradeweb Markets Inc.

TW|892672106

Shares:40.9K

Value:$6.1M

% of Portfolio:4034.8% ($6.1M/$150.4K)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:58.4K

Value:$4.6M

% of Portfolio:3076.1% ($4.6M/$150.4K)

MICROSOFT CORP

MSFT|594918104

Shares:9.5K

Value:$3.6M

% of Portfolio:2363.4% ($3.6M/$150.4K)

Instrument	Shares		Other Manager	Value	% of Portfolio
MERCADOLIBRE INC(MELIcusip58733R102)	11.8K	QoQ 0.00% (+0) YoY +24.88% (+2.4K)	All Managers (Combined)	$23.0M	15315.4% ($23.0M/$150.4K)	QoQ +14.72% (+$3) YoY +61.13% (+$9)
AMAZON COM INC(AMZNcusip023135106)	111.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$21.2M	14092.2% ($21.2M/$150.4K)	QoQ -13.27% (-$3) YoY +5.47% (+$1)
Sea Ltd(SEcusip81141R100)	112.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$14.7M	9748.9% ($14.7M/$150.4K)	QoQ +22.98% (+$3) YoY +142.94% (+$9)
Alphabet Inc.(GOOGcusip02079K107)	84.6K	QoQ +28.77% (+18.9K) YoY +3.54% (+2.9K)	All Managers (Combined)	$13.2M	8782.3% ($13.2M/$150.4K)	QoQ +5.64% (+$1) YoY +6.24% (+$1)
VISA INC.(Vcusip92826C839)	36.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$12.7M	8454.5% ($12.7M/$150.4K)	QoQ +10.89% (+$1) YoY +25.56% (+$3)
Wix.com Ltd.(WIXcusipM98068105)	75.8K	QoQ +24.85% (-15.1K) YoY +4678.94% (+74.2K)	All Managers (Combined)	$12.4M	8232.4% ($12.4M/$150.4K)	QoQ -4.92% (-$1) YoY +5580.27% (+$12)
SCHWAB CHARLES CORP(SCHWcusip808513105)	156.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$12.2M	8142.7% ($12.2M/$150.4K)	QoQ +5.76% (+$1) YoY +8.20% (+$1)
PINTEREST, INC.(PINScusip72352L106)	350.0K	QoQ NEW(+350.0K) YoY NEW(+350.0K)	All Managers (Combined)	$10.8M	7213.3% ($10.8M/$150.4K)	QoQ NEW(+$11) YoY NEW(+$11)
ServiceNow, Inc.(NOWcusip81762P102)	11.0K	QoQ 0.00% (-0) YoY -38.47% (-6.9K)	All Managers (Combined)	$8.7M	5807.2% ($8.7M/$150.4K)	QoQ -24.89% (-$3) YoY -35.74% (-$5)
Meta Platforms, Inc.(METAcusip30303M102)	12.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$7.1M	4736.8% ($7.1M/$150.4K)	QoQ -1.56% (-$0) YoY +18.69% (+$1)
Tradeweb Markets Inc.(TWcusip892672106)	40.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.1M	4034.8% ($6.1M/$150.4K)	QoQ +13.39% (+$1) YoY +42.53% (+$2)
COSTAR GROUP, INC.(CSGPcusip22160N109)	58.4K	QoQ 0.00% (+0) YoY -38.13% (-36.0K)	All Managers (Combined)	$4.6M	3076.1% ($4.6M/$150.4K)	QoQ +10.66% (+$0) YoY -49.26% (-$4)
MICROSOFT CORP(MSFTcusip594918104)	9.5K	QoQ 0.00% (-0) YoY -34.54% (-5.0K)	All Managers (Combined)	$3.6M	2363.4% ($3.6M/$150.4K)	QoQ -10.94% (-$0) YoY -41.61% (-$3)