Lakehouse Capital Pty Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Lakehouse Capital Pty Ltd reported 13 stock positions worth $163.9 million. Its top holding was MercadoLibre (MELI) at 18.8% of the portfolio, followed by Amazon.com (AMZN, 12.7%) and Sea Ltd.-ADR (SE, 11.0%). Compared with Q1 2025, it reduced 2. The biggest sale was Visa Class A (V, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- SYDNEY NSW, C3
- CIK
- 0001844830
- Portfolio Value
- $163.9M (Q2 2025)
- SEC Filing
- 0001844830-25-000003 ↗ filed Aug 5, 2025
Holdings Value
Holdings 13 stocks · $163.9M
| MELI MercadoLibre Inc. | 18.83% | 11,809 | $30.9M | No change |
| AMZN Amazon.com Inc. | 12.67% | 94,629 | $20.8M | Reduce -15.1% |
| SE Sea Ltd.-ADR | 10.97% | 112,383 | $18.0M | No change |
| GOOG Alphabet Inc. Class C | 9.15% | 84,555 | $15.0M | No change |
| SCHW Schwab (charles) Corp. | 8.71% | 156,467 | $14.3M | No change |
| PINS Pinterest Inc. Class A | 7.66% | 350,000 | $12.6M | No change |
| WIX Wix.com Ltd. | 7.33% | 75,794 | $12.0M | No change |
| NOW ServiceNow Inc. | 6.88% | 10,972 | $11.3M | No change |
| META Meta Platforms Inc. Class A | 5.57% | 12,363 | $9.1M | No change |
| TW Tradeweb Markets Inc. Class A | 3.65% | 40,880 | $6.0M | No change |
| MSFT Microsoft Corp. | 2.87% | 9,472 | $4.7M | No change |
| CSGP Costar Group Inc. | 2.87% | 58,408 | $4.7M | No change |
| V Visa Inc. Class A | 2.84% | 13,118 | $4.7M | Reduce -63.9% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| 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 |