LAKEHOUSE CAPITAL PTY LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WK | 184K | $16.03M |
 | PINS | 180K | $4.81M |
 | NOW | 124K | $18.98M |
 | SE | 114K | $13.83M |
 | WDAY | 56K | $10.56M |
 | TW | 34K | $5.89M |
 | SCHW | 33K | $4.51M |
 | AMZN | 29K | $8.68M |
 | GOOG | 25K | $10.39M |
 | MSFT | 22K | $11.77M |
 | V | 20K | $8.73M |
 | VEEV | 17K | $4.25M |
 | MELI | 12K | $29.81M |
Workiva Inc.
WK
Shares Held
184K
Value
$16.03M
Pinterest, Inc.
PINS
Shares Held
180K
Value
$4.81M
ServiceNow, Inc.
NOW
Shares Held
124K
Value
$18.98M
Sea Limited
SE
Shares Held
114K
Value
$13.83M
Workday, Inc.
WDAY
Shares Held
56K
Value
$10.56M
Tradeweb Markets Inc.
TW
Shares Held
34K
Value
$5.89M
The Charles Schwab Corporation
SCHW
Shares Held
33K
Value
$4.51M
Amazon.com, Inc.
AMZN
Shares Held
29K
Value
$8.68M
Alphabet Inc.
GOOG
Shares Held
25K
Value
$10.39M
Microsoft Corporation
MSFT
Shares Held
22K
Value
$11.77M
Visa Inc.
V
Shares Held
20K
Value
$8.73M
Veeva Systems Inc.
VEEV
Shares Held
17K
Value
$4.25M
MercadoLibre, Inc.
MELI
Shares Held
12K
Value
$29.81M