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Stock research / United States / Funds / Lakehouse Capital Pty Ltd

Lakehouse Capital Pty Ltd

CIK 1844830 · latest 13F filed 6 October 2026 · Read the filing on EDGAR

Lakehouse Capital Pty Ltd reported 12 US-listed holdings worth $114.1 million in its 13F for the quarter ended 30 September 2026, filed 6 October 2026. Its largest: MercadoLibre, Inc. (17.9%), ServiceNow, Inc. (14.6%) and Workiva Inc. (11.7%). Against the quarter before, it opened 0 positions, added to 3, trimmed 3 and sold out of 0.

Reported holdings$114.1M+26.1% on Q2 2026
Positions12as many as Q2 2026
The largest ten93.7%of its reported holdings
Latest 13FQ3 2026filed 6 October 2026
Where the money is
Added toHeldTrimmed
MELI17.9%NOW14.6%WK11.7%VEEV9.4%MSFT9.0%WDAY7.3%GOOG6.4%V6.2%SE5.9%AMZN5.4%TW3.5%SCHW2.8%

The 12 largest of its 12 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $142.1 million in 13 positions$142MQ3 24Q4 2024: $148.3 million in 13 positions$148MQ4 24Q1 2025: $150.4 million in 13 positions$150MQ1 25Q2 2025: $163.9 million in 13 positions$164MQ2 25Q3 2025: $163.6 million in 13 positions$164MQ3 25Q4 2025: $138.7 million in 13 positions$139MQ4 25Q1 2026: $148.2 million in 13 positions$148MQ1 26Q2 2026: $90.5 million in 12 positions$90.5MQ2 26Q3 2026: $114.1 million in 12 positions$114MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Added 3Held 6Trimmed 3
Added: 3Held: 6Trimmed: 3

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Added to 3

  1. Workiva Inc. WK+98,750 shares · +98%
  2. Workday, Inc. WDAY+19,174 shares · +78%
  3. Tradeweb Mkts Inc. TW+4,720 shares · +14%

Trimmed 3

  1. Alphabet Inc. GOOG-3,348 shares · -13%
  2. Microsoft Corp. MSFT-1,846 shares · -8%
  3. Amazon.com Inc. AMZN-3,748 shares · -13%

What it holds

CompanySharesValueOf its bookChange in shares
MercadoLibre, Inc. MELI11.8K$20.4 million17.90%no change
ServiceNow, Inc. NOW124.3K$16.7 million14.61%no change
Workiva Inc. WK199.8K$13.3 million11.66%+98.8K
Veeva Systems Inc. VEEV37.4K$10.7 million9.35%no change
Microsoft Corp. MSFT19.9K$10.2 million8.96%-1.8K
Workday, Inc. WDAY43.8K$8.3 million7.31%+19.2K
Alphabet Inc. GOOG21.5K$7.3 million6.41%-3.3K
Visa Inc. V19.8K$7.1 million6.24%no change
Sea Limited SE68.8K$6.7 million5.88%no change
Amazon.com Inc. AMZN24.8K$6.2 million5.42%-3.7K
Tradeweb Mkts Inc. TW39.0K$3.9 million3.45%+4.7K
Charles Schwab Corp. SCHW32.9K$3.2 million2.82%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before.