Lakehouse Capital Pty Ltd
CIK: 0001844830SEC EDGAR →
Portfolio Value
$139K
Holdings
13
As of
Q4 2025
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WORKIVA INC | 151,993 | $13.1M | 9453.58% |
| 2 | PINTEREST INC | 496,866 | $12.9M | 9276.90% |
| 3 | AMAZON COM INC | 53,513 | $12.4M | 8907.67% |
| 4 | TRADEWEB MKTS INC | 108,875 | $11.7M | 8443.25% |
| 5 | WIX COM LTD | 109,830 | $11.4M | 8228.35% |
| 6 | SCHWAB CHARLES CORP | 111,818 | $11.2M | 8056.71% |
| 7 | WORKDAY INC | 48,940 | $10.5M | 7580.03% |
| 8 | SEA LTD SPONSORD ADS | 80,125 | $10.2M | 7371.62% |
| 9 | SERVICENOW INC | 54,860 | $8.4M | 6060.56% |
| 10 | VISA INC | 13,118 | $4.6M | 3318.02% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 5 | $47.7M | 41.5% |
| Financial Services | 3 | $27.5M | 23.9% |
| Consumer Cyclical | 2 | $22.6M | 19.6% |
| Communication Services | 2 | $17.1M | 14.9% |
| Unknown | 1 | $24K | 0.0% |