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Size ($ in 1000's)
At 03/31/2024: $128,578 At 12/31/2023: $125,119
Lakehouse Capital Pty Ltd holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lakehouse Capital Pty Ltd 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Lakehouse Capital Pty Ltd top holdings by largest position size, as per the latest 13f filing made by Lakehouse Capital Pty Ltd.
In the Lakehouse Capital Pty Ltd-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Lakehouse Capital Pty Ltd in that top holding, then the share count change between reporting periods, and finally the Lakehouse Capital Pty Ltd top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
AMAZON COM INC |
111,414 |
-3,525 |
$20,097 | AMZN | 111,414 | -3,525 | $20,097 | MERCADOLIBRE INC |
9,456 |
UNCH |
$14,297 | MELI | 9,456 | UNCH | $14,297 | SERVICENOW INC |
17,832 |
-1,086 |
$13,595 | NOW | 17,832 | -1,086 | $13,595 | ALPHABET INC |
81,660 |
UNCH |
$12,434 | GOOG | 81,660 | UNCH | $12,434 | SCHWAB CHARLES CORP |
156,467 |
UNCH |
$11,319 | SCHW | 156,467 | UNCH | $11,319 | VISA INC |
36,289 |
-9,403 |
$10,128 | V | 36,289 | -9,403 | $10,128 | COSTAR GROUP INC |
94,408 |
-17,197 |
$9,120 | CSGP | 94,408 | -17,197 | $9,120 | SPOTIFY TECHNOLOGY S A |
33,089 |
-10,872 |
$8,732 | SPOT | 33,089 | -10,872 | $8,732 | MICROSOFT CORP |
14,472 |
-5,092 |
$6,089 | MSFT | 14,472 | -5,092 | $6,089 | SEA LTD |
112,383 |
UNCH |
$6,036 | SE | 112,383 | UNCH | $6,036 | META PLATFORMS INC |
12,363 |
UNCH |
$6,003 | META | 12,363 | UNCH | $6,003 | DOXIMITY INC |
159,210 |
UNCH |
$4,284 | DOCS | 159,210 | UNCH | $4,284 | TRADEWEB MKTS INC |
40,880 |
UNCH |
$4,258 | TW | 40,880 | UNCH | $4,258 | MONSTER BEVERAGE CORP NEW |
33,197 |
-15,119 |
$1,968 | MNST | 33,197 | -15,119 | $1,968 |
See Full List: All Stocks Held By Lakehouse Capital Pty Ltd
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Lakehouse Capital Pty Ltd
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