Lakehouse Capital Pty Ltd

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 9, 2024), Lakehouse Capital Pty Ltd reported 13 stock positions worth $142.1 million. Its top holding was MercadoLibre (MELI) at 17.0% of the portfolio, followed by Amazon.com (AMZN, 14.6%) and ServiceNow (NOW, 8.8%). Compared with Q2 2024, it sold out of 1, added to 1 and reduced 4. The biggest buy was Wix.com (WIX, shares +26%) and the biggest sale Alphabet Class C (GOOG, shares −20%).

Most Recent 13F
Q2 2026
Location
SYDNEY NSW, C3
CIK
0001844830
Portfolio Value
$142.1M (Q3 2024)
SEC Filing
0001844830-24-000004 ↗ filed Oct 9, 2024

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 $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 Q2 2026

Holdings 13 stocks · $142.1M
MELI MercadoLibre Inc. 17.05% 11,809 $24.2M No change
AMZN Amazon.com Inc. 14.61% 111,414 $20.8M No change
NOW ServiceNow Inc. 8.79% 13,972 $12.5M Reduce -21.6%
SPOT Spotify Technology SA 8.58% 33,089 $12.2M No change
GOOG Alphabet Inc. Class C 7.72% 65,660 $11.0M Reduce -19.6%
SE Sea Ltd.-ADR 7.45% 112,383 $10.6M No change
WIX Wix.com Ltd. 7.14% 60,708 $10.1M Add +26.2%
SCHW Schwab (charles) Corp. 7.13% 156,467 $10.1M No change
V Visa Inc. Class A 7.02% 36,289 $10.0M No change
META Meta Platforms Inc. Class A 4.98% 12,363 $7.1M No change
TW Tradeweb Markets Inc. Class A 3.56% 40,880 $5.1M No change
CSGP Costar Group Inc. 3.10% 58,408 $4.4M Reduce -38.1%
MSFT Microsoft Corp. 2.87% 9,472 $4.1M Reduce -34.5%

Portfolio Sells Q2 2024 → Q3 2024
GOOG Alphabet Inc. Class C Reduce -19.6% 7.72% −2.77
CSGP Costar Group Inc. Reduce -38.1% 3.10% −1.80
MSFT Microsoft Corp. Reduce -34.5% 2.87% −1.66
MNST Monster Beverage Corp. Sold out 0.00% −1.16
NOW ServiceNow Inc. Reduce -21.6% 8.79% −1.03

Portfolio Buys Q2 2024 → Q3 2024
WIX Wix.com Ltd. Add +26.2% 7.14% +1.78

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