Stock Taper 
LAKEHOUSE CAPITAL PTY LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MercadoLibre, Inc. | MELI | 11.81K | $20.04M |
 Visa Inc. | V | 19.79K | $6.79M |
 Microsoft Corporation | MSFT | 21.77K | $8.12M |
 Workday, Inc. | WDAY | 24.6K | $3.01M |
 Alphabet Inc. | GOOG | 24.81K | $8.77M |
 Amazon.com, Inc. | AMZN | 28.54K | $6.8M |
 The Charles Schwab Corporation | SCHW | 32.89K | $3.04M |
 Tradeweb Markets Inc. | TW | 34.3K | $3.42M |
 Veeva Systems Inc. | VEEV | 37.38K | $6.63M |
 Sea Limited | SE | 68.83K | $6.6M |
 Workiva Inc. | WK | 101.03K | $4.9M |
 ServiceNow, Inc. | NOW | 124.34K | $12.34M |