Institutional Fund
Lakehouse Capital Pty Ltd
Sydney Nsw, AustraliaCIK 18448306 filings on record
Portfolio Value
$148.2K
Q1 2026
Holdings
13
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+6.9%
from $138.7K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Mercadolibre Inc20.1%
- Servicenow Inc12.8%
- Workiva Inc10.8%
- Sea Ltd9.3%
- Microsoft Corp7.9%
- Workday Inc7.1%
- Other31.9%
Portfolio Holdings
13 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Mercadolibre Inc | 11.8K | $29.8K | 20.1% | 0 | Held |
| 2 | Servicenow Inc | 124.3K | $19.0K | 12.8% | +69.5K | Added |
| 3 | Workiva Inc | 184.1K | $16.0K | 10.8% | +32.1K | Added |
| 4 | Sea Ltd | 114.4K | $13.8K | 9.3% | +34.3K | Added |
| 5 | Microsoft Corp | 21.8K | $11.8K | 7.9% | +12.9K | Added |
| 6 | Workday Inc | 55.7K | $10.6K | 7.1% | +6.7K | Added |
| 7 | Alphabet Inc | 24.8K | $10.4K | 7.0% | +11.4K | Added |
| 8 | Visa Inc | 19.8K | $8.7K | 5.9% | +6.7K | Added |
| 9 | Amazon Com Inc | 28.5K | $8.7K | 5.9% | −25.0K | Reduced |
| 10 | Tradeweb Mkts Inc | 34.3K | $5.9K | 4.0% | −74.6K | Reduced |
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