Lakehouse Capital Pty Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Lakehouse Capital Pty Ltd reported 13 stock positions worth $148.3 million. Its top holding was Amazon.com (AMZN) at 16.5% of the portfolio, followed by MercadoLibre (MELI, 13.5%) and Wix.com (WIX, 8.8%). Compared with Q3 2024, it reduced 2. The biggest sale was Spotify Technology (SPOT, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- SYDNEY NSW, C3
- CIK
- 0001844830
- Portfolio Value
- $148.3M (Q4 2024)
- SEC Filing
- 0001844830-25-000001 ↗ filed Jan 17, 2025
Holdings Value
Holdings 13 stocks · $148.3M
| AMZN Amazon.com Inc. | 16.48% | 111,414 | $24.4M | No change |
| MELI MercadoLibre Inc. | 13.54% | 11,809 | $20.1M | No change |
| WIX Wix.com Ltd. | 8.78% | 60,708 | $13.0M | No change |
| GOOG Alphabet Inc. Class C | 8.43% | 65,660 | $12.5M | No change |
| SE Sea Ltd.-ADR | 8.04% | 112,383 | $11.9M | No change |
| NOW ServiceNow Inc. | 7.84% | 10,972 | $11.6M | Reduce -21.5% |
| SCHW Schwab (charles) Corp. | 7.81% | 156,467 | $11.6M | No change |
| V Visa Inc. Class A | 7.73% | 36,289 | $11.5M | No change |
| SPOT Spotify Technology SA | 7.36% | 24,389 | $10.9M | Reduce -26.3% |
| META Meta Platforms Inc. Class A | 4.88% | 12,363 | $7.2M | No change |
| TW Tradeweb Markets Inc. Class A | 3.61% | 40,880 | $5.4M | No change |
| CSGP Costar Group Inc. | 2.82% | 58,408 | $4.2M | No change |
| MSFT Microsoft Corp. | 2.69% | 9,472 | $4.0M | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| None this quarter. | |||
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 |