Lakehouse Capital Pty Ltd

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 19, 2025), Lakehouse Capital Pty Ltd reported 13 stock positions worth $163.6 million. Its top holding was MercadoLibre (MELI) at 16.9% of the portfolio, followed by Wix.com (WIX, 11.8%) and Pinterest Class A (PINS, 9.8%). Compared with Q2 2025, it added to 3 and reduced 3. The biggest buy was Wix.com (WIX, shares +43%) and the biggest sale Amazon.com (AMZN, shares −27%).

Most Recent 13F
Q2 2026
Location
SYDNEY NSW, C3
CIK
0001844830
Portfolio Value
$163.6M (Q3 2025)
SEC Filing
0001844830-25-000006 ↗ filed Nov 19, 2025

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 $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 · $163.6M
MELI MercadoLibre Inc. 16.87% 11,809 $27.6M No change
WIX Wix.com Ltd. 11.78% 108,480 $19.3M Add +43.1%
PINS Pinterest Inc. Class A 9.77% 496,866 $16.0M Add +42.0%
AMZN Amazon.com Inc. 9.21% 68,624 $15.1M Reduce -27.5%
SCHW Schwab (charles) Corp. 9.13% 156,467 $14.9M No change
SE Sea Ltd.-ADR 8.75% 80,125 $14.3M Reduce -28.7%
GOOG Alphabet Inc. Class C 8.55% 57,443 $14.0M Reduce -32.1%
NOW ServiceNow Inc. 6.17% 10,972 $10.1M No change
META Meta Platforms Inc. Class A 5.55% 12,363 $9.1M No change
TW Tradeweb Markets Inc. Class A 5.49% 80,880 $9.0M Add +97.8%
CSGP Costar Group Inc. 3.01% 58,408 $4.9M No change
MSFT Microsoft Corp. 3.00% 9,472 $4.9M No change
V Visa Inc. Class A 2.74% 13,118 $4.5M No change

Portfolio Sells Q2 2025 → Q3 2025
AMZN Amazon.com Inc. Reduce -27.5% 9.21% −3.46
SE Sea Ltd.-ADR Reduce -28.7% 8.75% −2.22
GOOG Alphabet Inc. Class C Reduce -32.1% 8.55% −0.60

Portfolio Buys Q2 2025 → Q3 2025
WIX Wix.com Ltd. Add +43.1% 11.78% +4.45
PINS Pinterest Inc. Class A Add +42.0% 9.77% +2.11
TW Tradeweb Markets Inc. Class A Add +97.8% 5.49% +1.83

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