Lakehouse Capital Pty Ltd
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), Lakehouse Capital Pty Ltd reported 14 stock positions worth $142.8 million. Its top holding was Amazon.com (AMZN) at 15.1% of the portfolio, followed by MercadoLibre (MELI, 13.6%) and Alphabet Class C (GOOG, 10.5%). Compared with Q1 2024, it sold out of 1 and added to 2. The biggest buy was Wix.com (WIX, shares +2933%) and the biggest sale an exit from Doximity Class A (DOCS).
- Most Recent 13F
- Q2 2026
- Location
- SYDNEY NSW, C3
- CIK
- 0001844830
- Portfolio Value
- $142.8M (Q2 2024)
- SEC Filing
- 0001844830-24-000003 ↗ filed Aug 7, 2024
Holdings Value
Holdings 14 stocks · $142.8M
| AMZN Amazon.com Inc. | 15.08% | 111,414 | $21.5M | No change |
| MELI MercadoLibre Inc. | 13.59% | 11,809 | $19.4M | Add +24.9% |
| GOOG Alphabet Inc. Class C | 10.49% | 81,660 | $15.0M | No change |
| NOW ServiceNow Inc. | 9.83% | 17,832 | $14.0M | No change |
| SCHW Schwab (charles) Corp. | 8.08% | 156,467 | $11.5M | No change |
| SPOT Spotify Technology SA | 7.27% | 33,089 | $10.4M | No change |
| V Visa Inc. Class A | 6.67% | 36,289 | $9.5M | No change |
| SE Sea Ltd.-ADR | 5.62% | 112,383 | $8.0M | No change |
| WIX Wix.com Ltd. | 5.36% | 48,108 | $7.7M | Add +2933.3% |
| CSGP Costar Group Inc. | 4.90% | 94,408 | $7.0M | No change |
| MSFT Microsoft Corp. | 4.53% | 14,472 | $6.5M | No change |
| META Meta Platforms Inc. Class A | 4.37% | 12,363 | $6.2M | No change |
| TW Tradeweb Markets Inc. Class A | 3.04% | 40,880 | $4.3M | No change |
| MNST Monster Beverage Corp. | 1.16% | 33,197 | $1.7M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| DOCS Doximity Inc. Class A | Sold out | 0.00% | −3.33 |
Portfolio Buys Q1 2024 → Q2 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 12 | $90.5M | MELI, NOW, GOOG, MSFT, AMZN |
| Q1 2026 | 13 | $148.2M | MELI, NOW, WK, SE, MSFT |
| Q4 2025 | 13 | $138.7M | MELI, WK, PINS, AMZN, TW |
| Q3 2025Amended | 13 | $163.6M | MELI, WIX, PINS, AMZN, SCHW |
| Q2 2025 | 13 | $163.9M | MELI, AMZN, SE, GOOG, SCHW |
| Q1 2025 | 13 | $150.4M | MELI, AMZN, SE, GOOG, V |
| Q4 2024 | 13 | $148.3M | AMZN, MELI, WIX, GOOG, SE |
| Q3 2024 | 13 | $142.1M | MELI, AMZN, NOW, SPOT, GOOG |
| Q2 2024 | 14 | $142.8M | AMZN, MELI, GOOG, NOW, SCHW |
| Q1 2024 | 15 | $128.6M | AMZN, MELI, NOW, GOOG, SCHW |