Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lakehouse Capital Pty Ltd (CIK 1844830) reported $148.2M across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MELI ($29.8M, 20.11%), NOW ($19.0M, 12.80%), WK ($16.0M, 10.81%), SE ($13.8M, 9.33%), MSFT ($11.8M, 7.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MELI | MERCADOLIBRE INC | $29.8M | 20.11% | 11,809 | Hold |
| 2 | NOW | SERVICENOW INC | $19.0M | 12.80% | 124,338 | Added |
| 3 | WK | WORKIVA INC | $16.0M | 10.81% | 184,108 | Added |
| 4 | SE | SEA LTD SPONSORD ADS | $13.8M | 9.33% | 114,385 | Added |
| 5 | MSFT | MICROSOFT CORP | $11.8M | 7.94% | 21,773 | Added |
| 6 | WDAY | WORKDAY INC | $10.6M | 7.12% | 55,657 | Added |
| 7 | GOOG | ALPHABET INC | $10.4M | 7.01% | 24,814 | Added |
| 8 | V | VISA INC | $8.7M | 5.89% | 19,791 | Added |
| 9 | AMZN | AMAZON COM INC | $8.7M | 5.85% | 28,542 | Trimmed |
| 10 | TW | TRADEWEB MKTS INC | $5.9M | 3.97% | 34,300 | Trimmed |
| 11 | PINS | PINTEREST INC | $4.8M | 3.25% | 179,770 | Trimmed |
| 12 | SCHW | SCHWAB CHARLES CORP | $4.5M | 3.04% | 32,894 | Trimmed |
| 13 | VEEV | VEEVA SYS INC | $4.2M | 2.86% | 16,555 | New |
| 14 | WIX | WIX COM LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31