Filed: 11/19/2025ACC: 0001844830-25-000005
📋 What this filing means
LAKEHOUSE CAPITAL PTY LTD filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $246.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$246.9K
Total AUM (reported)
1.17M
Total Shares
Allocation by class
COM$117.0K47.4%
CL A$51.4K20.8%
SHS$29.1K11.8%
SPONSORD ADS$21.6K8.8%
CAP STK CL C$21.1K8.5%
COM CL A$6.8K2.7%
Portfolio Concentration
Top 3$94.8K38.4%
4–10$130.5K52.8%
11–25$21.6K8.7%
Top 3 weight
38.4%
Top 10 weight
91.3%
Voting Authority Distribution
Total shares with voting rights: 1.17M
Sole
Full voting authority
1.17M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
MERCADOLIBRE INC
SOLEShares11.81K
TypeSH
Market value$41.6K
16.87%
Sole
11.81K
Shared
0.00
None
0.00
WIX COM LTD
SOLEShares108.48K
TypeSH
Market value$29.1K
11.78%
Sole
108.48K
Shared
0.00
None
0.00
PINTEREST INC
SOLEShares496.87K
TypeSH
Market value$24.1K
9.77%
Sole
496.87K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares68.62K
TypeSH
Market value$22.7K
9.21%
Sole
68.62K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares156.47K
TypeSH
Market value$22.5K
9.13%
Sole
156.47K
Shared
0.00
None
0.00
SEA LTD SPONSORD ADS
SOLEShares80.13K
TypeSH
Market value$21.6K
8.75%
Sole
80.13K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares57.44K
TypeSH
Market value$21.1K
8.55%
Sole
57.44K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares10.97K
TypeSH
Market value$15.2K
6.17%
Sole
10.97K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares12.36K
TypeSH
Market value$13.7K
5.55%
Sole
12.36K
Shared
0.00
None
0.00
TRADEWEB MKTS INC
SOLEShares80.88K
TypeSH
Market value$13.5K
5.49%
Sole
80.88K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares58.41K
TypeSH
Market value$7.4K
3.01%
Sole
58.41K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares9.47K
TypeSH
Market value$7.4K
3.00%
Sole
9.47K
Shared
0.00
None
0.00
VISA INC
SOLEShares13.12K
TypeSH
Market value$6.8K
2.74%
Sole
13.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADOLIBRE INCSOLE | COM | 11.81K | SH | $41.6K 16.87% | 11.81K | 0.00 | 0.00 |
WIX COM LTDSOLE | SHS | 108.48K | SH | $29.1K 11.78% | 108.48K | 0.00 | 0.00 |
PINTEREST INCSOLE | CL A | 496.87K | SH | $24.1K 9.77% | 496.87K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 68.62K | SH | $22.7K 9.21% | 68.62K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 156.47K | SH | $22.5K 9.13% | 156.47K | 0.00 | 0.00 |
SEA LTD SPONSORD ADSSOLE | SPONSORD ADS | 80.13K | SH | $21.6K 8.75% | 80.13K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 57.44K | SH | $21.1K 8.55% | 57.44K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 10.97K | SH | $15.2K 6.17% | 10.97K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 12.36K | SH | $13.7K 5.55% | 12.36K | 0.00 | 0.00 |
TRADEWEB MKTS INCSOLE | CL A | 80.88K | SH | $13.5K 5.49% | 80.88K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 58.41K | SH | $7.4K 3.01% | 58.41K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 9.47K | SH | $7.4K 3.00% | 9.47K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 13.12K | SH | $6.8K 2.74% | 13.12K | 0.00 | 0.00 |