Lakehouse Capital Pty Ltd

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), Lakehouse Capital Pty Ltd reported 12 stock positions worth $90.5 million. Its top holding was MercadoLibre (MELI) at 22.2% of the portfolio, followed by ServiceNow (NOW, 13.6%) and Alphabet Class C (GOOG, 9.7%). Compared with Q1 2026, it sold out of 1, added to 1 and reduced 3. The biggest buy was Veeva Systems Class A (VEEV, shares +126%) and the biggest sale Workiva (WK, shares −45%).

Most Recent 13F
Q2 2026
Location
SYDNEY NSW, C3
CIK
0001844830
Portfolio Value
$90.5M (Q2 2026)
SEC Filing
0001844830-26-000003 ↗ filed Jul 22, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $128.6M Q1 2024 Q2 2024: $142.8M Q2 2024 Q3 2024: $142.1M Q3 2024 Q4 2024: $148.3M Q4 2024 Q1 2025: $150.4M Q1 2025 Q2 2025: $163.9M Q2 2025 Q3 2025: $163.6M Q3 2025 Q4 2025: $138.7M Q4 2025 Q1 2026: $148.2M Q1 2026 Q2 2026: $90.5M $90.5M Q2 2026

Holdings 12 stocks · $90.5M
MELI MercadoLibre Inc. 22.16% 11,809 $20.0M No change
NOW ServiceNow Inc. 13.65% 124,338 $12.3M No change
GOOG Alphabet Inc. Class C 9.69% 24,814 $8.8M No change
MSFT Microsoft Corp. 8.98% 21,773 $8.1M No change
AMZN Amazon.com Inc. 7.52% 28,542 $6.8M No change
V Visa Inc. Class A 7.51% 19,791 $6.8M No change
VEEV Veeva Systems Inc. Class A 7.33% 37,377 $6.6M Add +125.8%
SE Sea Ltd.-ADR 7.29% 68,833 $6.6M Reduce -39.8%
WK Workiva Inc. 5.42% 101,026 $4.9M Reduce -45.1%
TW Tradeweb Markets Inc. Class A 3.78% 34,300 $3.4M No change
SCHW Schwab (charles) Corp. 3.35% 32,894 $3.0M No change
WDAY Workday Inc. Class A 3.33% 24,599 $3.0M Reduce -55.8%

Portfolio Sells Q1 2026 → Q2 2026
WK Workiva Inc. Reduce -45.1% 5.42% −5.39
WDAY Workday Inc. Class A Reduce -55.8% 3.33% −3.79
PINS Pinterest Inc. Class A Sold out 0.00% −3.25
SE Sea Ltd.-ADR Reduce -39.8% 7.29% −2.04

Portfolio Buys Q1 2026 → Q2 2026
VEEV Veeva Systems Inc. Class A Add +125.8% 7.33% +4.47

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 12$90.5MMELI, NOW, GOOG, MSFT, AMZN
Q1 2026 13$148.2MMELI, NOW, WK, SE, MSFT
Q4 2025 13$138.7MMELI, WK, PINS, AMZN, TW
Q3 2025Amended 13$163.6MMELI, WIX, PINS, AMZN, SCHW
Q2 2025 13$163.9MMELI, AMZN, SE, GOOG, SCHW
Q1 2025 13$150.4MMELI, AMZN, SE, GOOG, V
Q4 2024 13$148.3MAMZN, MELI, WIX, GOOG, SE
Q3 2024 13$142.1MMELI, AMZN, NOW, SPOT, GOOG
Q2 2024 14$142.8MAMZN, MELI, GOOG, NOW, SCHW
Q1 2024 15$128.6MAMZN, MELI, NOW, GOOG, SCHW