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CIK: 0001844830
Total reported value
$114.1M
$114.1M
12 檔
49.2%
As reported in its official Q2 2026 Form 13F filing, Lakehouse Capital Pty Ltd's tracked investment portfolio stood at $114.1M with 12 total positions.
In Q2 2026, Lakehouse Capital Pty Ltd adopted a defensive or profit-taking posture, trimming 3 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 22.16% | -4.26% | — | |
| 2 | NOW | Servicenow Inc | Stock-Tech | 13.65% | +0.96% | — | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 9.69% | -3.28% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 8.98% | -0.02% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.52% | -2.10% | — | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 7.51% | -1.27% | — | |
| 7 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 7.33% | +2.02% | +125.77% | |
| 8 | SE | Sea Ltd-adr | Stock-Comm Services | 7.29% | -1.41% | -39.82% | |
| 9 | WK | Workiva Inc | Stock-Tech | 5.42% | +6.24% | -45.13% | |
| 10 | TW | Tradeweb Markets Inc-class A | Stock-Financials | 3.78% | -0.33% | — | |
| 11 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.35% | -0.53% | — | |
| 12 | WDAY | Workday Inc-class A | Stock-Tech | 3.33% | +3.98% | -55.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEEV | Veeva Systems Inc-class A | +4.5% | +125.77% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +2.7% | — | Unchanged |
| 3 | MELI | Mercadolibre Inc | +2.1% | — | Unchanged |
| 4 | AMZN | Amazon.com Inc | +1.7% | — | Unchanged |
| 5 | V | Visa Inc-class A Shares | +1.6% | — | Unchanged |
| 6 | MSFT | Microsoft CORP | +1% | — | Unchanged |
| 7 | NOW | Servicenow Inc | +0.9% | — | Unchanged |
| 8 | SCHW | Schwab (charles) CORP | +0.3% | — | Unchanged |
| 9 | TW | Tradeweb Markets Inc-class A | -0.2% | — | Unchanged |
| 10 | SE | Sea Ltd-adr | -2% | -39.82% | Trim |
| 11 | PINS | Pinterest Inc- Class A | -3.3% | EXIT | Sold out |
| 12 | WDAY | Workday Inc-class A | -3.8% | -55.80% | Trim |
| 13 | WK | Workiva Inc | -5.4% | -45.13% | Trim |
According to official SEC Form 13F filings, Lakehouse Capital Pty Ltd reported a total U.S. public equity portfolio value of $114.1M across 12 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including MELI, NOW, GOOG) accounted for 49.2% of total reported equity market value during Q2 2026.
Top Position Liquidated / Trimmed
PINS
前期市值: $4.8M
During Q2 2026, Lakehouse Capital Pty Ltd's top holdings by market value included MELI (22.2%)、NOW (13.7%)、GOOG (9.7%). The largest single position, MELI, represented 22.2% of total portfolio value.
In Q2 2026, Lakehouse Capital Pty Ltd made 5 total portfolio adjustments, initiating 0 new buys, adding to 1 positions, trimming 3 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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