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Lakehouse Capital Pty Ltd
Period ended Sep 30, 2026 · Latest filing Oct 6, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $114,056
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- MERCADOLIBRE INC · COM · 58733R102 · shares: $20,412
- SERVICENOW INC · COM · 81762P102 · shares: $16,663
- WORKIVA INC · COM CL A · 98139A105 · shares: $13,299
- VEEVA SYS INC · CL A COM · 922475108 · shares: $10,669
- MICROSOFT CORP · COM · 594918104 · shares: $10,221
- WORKDAY INC · CL A · 98138H101 · shares: $8,337
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $7,314
- VISA INC · COM CL A · 92826C839 · shares: $7,112
- SEA LTD SPONSORD ADS · SPONSORD ADS · 81141R100 · shares: $6,702
- AMAZON COM INC · COM · 023135106 · shares: $6,177
Reported holdings
12 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| MERCADOLIBRE INC | COM | 58733R102 | — | 11,809 shares | $20,412 |
| SERVICENOW INC | COM | 81762P102 | — | 124,338 shares | $16,663 |
| WORKIVA INC | COM CL A | 98139A105 | — | 199,776 shares | $13,299 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 37,377 shares | $10,669 |
| MICROSOFT CORP | COM | 594918104 | — | 19,927 shares | $10,221 |
| WORKDAY INC | CL A | 98138H101 | — | 43,773 shares | $8,337 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 21,466 shares | $7,314 |
| VISA INC | COM CL A | 92826C839 | — | 19,791 shares | $7,112 |
| SEA LTD SPONSORD ADS | SPONSORD ADS | 81141R100 | — | 68,833 shares | $6,702 |
| AMAZON COM INC | COM | 023135106 | — | 24,794 shares | $6,177 |
| TRADEWEB MKTS INC | CL A | 892672106 | — | 39,020 shares | $3,935 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 32,894 shares | $3,215 |