LAKEHOUSE CAPITAL PTY LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PINS | 497K | $12.86M |
 | WK | 152K | $13.11M |
 | SCHW | 112K | $11.17M |
 | WIX | 110K | $11.41M |
 | TW | 109K | $11.71M |
 | SE | 80K | $10.22M |
 | NOW | 55K | $8.40M |
 | AMZN | 54K | $12.35M |
 | WDAY | 49K | $10.51M |
 | GOOG | 13K | $4.22M |
 | V | 13K | $4.60M |
 | MELI | 12K | $23.79M |
 | MSFT | 9K | $4.31M |
Pinterest, Inc.
PINS
Shares Held
497K
Value
$12.86M
Workiva Inc.
WK
Shares Held
152K
Value
$13.11M
The Charles Schwab Corporation
SCHW
Shares Held
112K
Value
$11.17M
Wix.com Ltd.
WIX
Shares Held
110K
Value
$11.41M
Tradeweb Markets Inc.
TW
Shares Held
109K
Value
$11.71M
Sea Limited
SE
Shares Held
80K
Value
$10.22M
ServiceNow, Inc.
NOW
Shares Held
55K
Value
$8.40M
Amazon.com, Inc.
AMZN
Shares Held
54K
Value
$12.35M
Workday, Inc.
WDAY
Shares Held
49K
Value
$10.51M
Alphabet Inc.
GOOG
Shares Held
13K
Value
$4.22M
Visa Inc.
V
Shares Held
13K
Value
$4.60M
MercadoLibre, Inc.
MELI
Shares Held
12K
Value
$23.79M
Microsoft Corporation
MSFT
Shares Held
9K
Value
$4.31M