Lakehouse Capital Pty Ltd
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), Lakehouse Capital Pty Ltd reported 13 stock positions worth $148.2 million. Its top holding was MercadoLibre (MELI) at 20.1% of the portfolio, followed by ServiceNow (NOW, 12.8%) and Workiva (WK, 10.8%). Compared with Q4 2025, it opened 1 new position, sold out of 1, added to 7 and reduced 4. The biggest buy was ServiceNow (NOW, shares +127%) and the biggest sale an exit from Wix.com (WIX).
- Most Recent 13F
- Q2 2026
- Location
- SYDNEY NSW, C3
- CIK
- 0001844830
- Portfolio Value
- $148.2M (Q1 2026)
- SEC Filing
- 0001844830-26-000002 ↗ filed Apr 9, 2026
Holdings Value
Holdings 13 stocks · $148.2M
| MELI MercadoLibre Inc. | 20.11% | 11,809 | $29.8M | No change |
| NOW ServiceNow Inc. | 12.80% | 124,338 | $19.0M | Add +126.7% |
| WK Workiva Inc. | 10.81% | 184,108 | $16.0M | Add +21.1% |
| SE Sea Ltd.-ADR | 9.33% | 114,385 | $13.8M | Add +42.8% |
| MSFT Microsoft Corp. | 7.94% | 21,773 | $11.8M | Add +144.4% |
| WDAY Workday Inc. Class A | 7.12% | 55,657 | $10.6M | Add +13.7% |
| GOOG Alphabet Inc. Class C | 7.01% | 24,814 | $10.4M | Add +84.5% |
| V Visa Inc. Class A | 5.89% | 19,791 | $8.7M | Add +50.9% |
| AMZN Amazon.com Inc. | 5.85% | 28,542 | $8.7M | Reduce -46.7% |
| TW Tradeweb Markets Inc. Class A | 3.97% | 34,300 | $5.9M | Reduce -68.5% |
| PINS Pinterest Inc. Class A | 3.25% | 179,770 | $4.8M | Reduce -63.8% |
| SCHW Schwab (charles) Corp. | 3.04% | 32,894 | $4.5M | Reduce -70.6% |
| VEEV Veeva Systems Inc. Class A | 2.86% | 16,555 | $4.2M | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| NOW ServiceNow Inc. | Add +126.7% | 12.80% | +6.74 |
| MSFT Microsoft Corp. | Add +144.4% | 7.94% | +4.83 |
| GOOG Alphabet Inc. Class C | Add +84.5% | 7.01% | +3.97 |
| VEEV Veeva Systems Inc. Class A | New | 2.86% | +2.86 |
| V Visa Inc. Class A | Add +50.9% | 5.89% | +2.57 |
| SE Sea Ltd.-ADR | Add +42.8% | 9.33% | +1.96 |
| WK Workiva Inc. | Add +21.1% | 10.81% | +1.36 |
| WDAY Workday Inc. Class A | Add +13.7% | 7.12% | −0.46 |
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 |