The Analysis of Lakehouse Capital Pty Ltd's Holdings


Currently, Lakehouse Capital Pty Ltd holds 13 types of securities in its portfolio with a total value $138.7K. In the most recent quarter, they have increased their positions in WK (+152.0K shares, valued at $13.1K), WDAY (+48.9K shares, valued at $10.5K), NOW (+43.9K shares, valued at $6.7K); decreased their positions in N/A (-44.0K shares, valued at $13.8K), SCHW (-44.6K shares, valued at $4.5K), AMZN (-15.1K shares, valued at $3.5K); initiated new positions in WK (+152.0K shares, valued at $13.1K), WDAY (+48.9K shares, valued at $10.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MELI MERCADOLIBRE INC11.8K shares0.00%2025-12-312026-01-27history
WK WORKIVA INC152.0K sharesnew addition2025-12-312026-01-27history
PINS PINTEREST INC496.9K shares0.00%2025-12-312026-01-27history
AMZN AMAZON COM INC53.5K shares-22.02%2025-12-312026-01-27history
TW TRADEWEB MKTS INC108.9K shares34.61%2025-12-312026-01-27history
WIX WIX COM LTD109.8K shares1.24%2025-12-312026-01-27history
SCHW SCHWAB CHARLES CORP111.8K shares-28.54%2025-12-312026-01-27history
WDAY WORKDAY INC48.9K sharesnew addition2025-12-312026-01-27history
Sponsored
SE SEA LTD SPONSORD ADS80.1K shares0.00%2025-12-312026-01-27history
NOW SERVICENOW INC54.9K shares400.00%2025-12-312026-01-27history
V VISA INC13.1K shares0.00%2025-12-312026-01-27history
MSFT MICROSOFT CORP8.9K shares-5.96%2025-12-312026-01-27history
ALPHABET INC ALPHABET INC13.4K shares-76.59%2025-12-312026-01-27history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available