Lakehouse Capital Pty Ltd Top Holdings and 13F Report (2024)

About Lakehouse Capital Pty Ltd

Investment Activity

  • Lakehouse Capital Pty Ltd has $128.58 thousand in total holdings as of March 31, 2024.
  • Lakehouse Capital Pty Ltd owns shares of 15 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 0.17% of the portfolio was purchased this quarter.
  • About 9.07% of the portfolio was sold this quarter.
  • This quarter, Lakehouse Capital Pty Ltd has purchased 14 new stocks and bought additional shares in 0 stocks.
  • Lakehouse Capital Pty Ltd sold shares of 7 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Amazon.com
$20,097
MercadoLibre
$14,297
ServiceNow
$13,595
Alphabet
$12,434

Largest New Holdings this Quarter

Wix.com
$218 Holding

Largest Purchases this Quarter

Wix.com
1,586 shares (about $218.00)

Largest Sales this Quarter

Spotify Technology
10,872 shares (about $2.87K)
Visa
9,403 shares (about $2.62K)
Microsoft
5,092 shares (about $2.14K)
CoStar Group
17,197 shares (about $1.66K)
Monster Beverage
15,119 shares (about $896.29)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLakehouse Capital Pty Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$20,097$636 -3.1%111,41415.6%Retail/Wholesale
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$14,2970.0%9,45611.1%Retail/Wholesale
ServiceNow, Inc. stock logo
NOW
ServiceNow
$13,595$828 -5.7%17,83210.6%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$12,4340.0%81,6609.7%Computer and Technology
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$11,3190.0%156,4678.8%Finance
Visa Inc. stock logo
V
Visa
$10,128$2,624 -20.6%36,2897.9%Business Services
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$9,120$1,661 -15.4%94,4087.1%Computer and Technology
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$8,732$2,869 -24.7%33,0896.8%Business Services
Microsoft Co. stock logo
MSFT
Microsoft
$6,089$2,142 -26.0%14,4724.7%Computer and Technology
Sea Limited stock logo
SE
SEA
$6,0360.0%112,3834.7%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$6,0030.0%12,3634.7%Computer and Technology
Doximity, Inc. stock logo
DOCS
Doximity
$4,2840.0%159,2103.3%Medical
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
$4,2580.0%40,8803.3%Finance
Monster Beverage Co. stock logo
MNST
Monster Beverage
$1,968$896 -31.3%33,1971.5%Consumer Staples
Wix.com Ltd. stock logo
WIX
Wix.com
$218$218 New Holding1,5860.2%Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: