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 $90.5M across 12 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MELI ($20.0M, 22.16%), NOW ($12.3M, 13.65%), GOOG ($8.8M, 9.69%), MSFT ($8.1M, 8.98%), AMZN ($6.8M, 7.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MELI | MERCADOLIBRE INC | $20.0M | 22.16% | 11,809 | Hold |
| 2 | NOW | SERVICENOW INC | $12.3M | 13.65% | 124,338 | Hold |
| 3 | GOOG | ALPHABET INC | $8.8M | 9.69% | 24,814 | Hold |
| 4 | MSFT | MICROSOFT CORP | $8.1M | 8.98% | 21,773 | Hold |
| 5 | AMZN | AMAZON COM INC | $6.8M | 7.52% | 28,542 | Hold |
| 6 | V | VISA INC | $6.8M | 7.51% | 19,791 | Hold |
| 7 | VEEV | VEEVA SYS INC | $6.6M | 7.33% | 37,377 | Added |
| 8 | SE | SEA LTD SPONSORD ADS | $6.6M | 7.29% | 68,833 | Trimmed |
| 9 | WK | WORKIVA INC | $4.9M | 5.42% | 101,026 | Trimmed |
| 10 | TW | TRADEWEB MKTS INC | $3.4M | 3.78% | 34,300 | Hold |
| 11 | SCHW | SCHWAB CHARLES CORP | $3.0M | 3.35% | 32,894 | Hold |
| 12 | WDAY | WORKDAY INC | $3.0M | 3.33% | 24,599 | Trimmed |
| 13 | PINS | PINTEREST INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30