Lakehouse Capital Pty Ltd 13F Holdings · Q3 2026
Lakehouse Capital Pty Ltd reported 12 securities worth $114.06M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: MELI (17.90%), NOW (14.61%), WK (11.66%). Among its top 25 positions this quarter: 3 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MELI | MERCADOLIBRE INC | $20.4M | 17.90% | 11,809 | Hold |
| 2 | NOW | SERVICENOW INC | $16.7M | 14.61% | 124,338 | Hold |
| 3 | WK | WORKIVA INC | $13.3M | 11.66% | 199,776 | Added |
| 4 | VEEV | VEEVA SYS INC | $10.7M | 9.35% | 37,377 | Hold |
| 5 | MSFT | MICROSOFT CORP | $10.2M | 8.96% | 19,927 | Trimmed |
| 6 | WDAY | WORKDAY INC | $8.3M | 7.31% | 43,773 | Added |
| 7 | GOOG | ALPHABET INC | $7.3M | 6.41% | 21,466 | Trimmed |
| 8 | V | VISA INC | $7.1M | 6.24% | 19,791 | Hold |
| 9 | SE | SEA LTD SPONSORD ADS | $6.7M | 5.88% | 68,833 | Hold |
| 10 | AMZN | AMAZON COM INC | $6.2M | 5.42% | 24,794 | Trimmed |
| 11 | TW | TRADEWEB MKTS INC | $3.9M | 3.45% | 39,020 | Added |
| 12 | SCHW | SCHWAB CHARLES CORP | $3.2M | 2.82% | 32,894 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR