Filed: 1/27/2026ACC: 0001844830-26-000001
📋 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 $138.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$138.7K
Total AUM (reported)
1.26M
Total Shares
Allocation by class
COM$60.0K43.3%
CL A$35.1K25.3%
COM CL A$17.7K12.8%
SHS$11.4K8.2%
SPONSORD ADS$10.2K7.4%
CAP STK CL C$4.2K3.0%
Portfolio Concentration
Top 3$49.8K35.9%
4–10$75.8K54.6%
11–25$13.1K9.5%
Top 3 weight
35.9%
Top 10 weight
90.5%
Voting Authority Distribution
Total shares with voting rights: 1.26M
Sole
Full voting authority
1.26M
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$23.8K
17.15%
Sole
11.81K
Shared
0.00
None
0.00
WORKIVA INC
SOLEShares151.99K
TypeSH
Market value$13.1K
9.45%
Sole
151.99K
Shared
0.00
None
0.00
PINTEREST INC
SOLEShares496.87K
TypeSH
Market value$12.9K
9.28%
Sole
496.87K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares53.51K
TypeSH
Market value$12.4K
8.91%
Sole
53.51K
Shared
0.00
None
0.00
TRADEWEB MKTS INC
SOLEShares108.88K
TypeSH
Market value$11.7K
8.44%
Sole
108.88K
Shared
0.00
None
0.00
WIX COM LTD
SOLEShares109.83K
TypeSH
Market value$11.4K
8.23%
Sole
109.83K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares111.82K
TypeSH
Market value$11.2K
8.06%
Sole
111.82K
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares48.94K
TypeSH
Market value$10.5K
7.58%
Sole
48.94K
Shared
0.00
None
0.00
SEA LTD SPONSORD ADS
SOLEShares80.13K
TypeSH
Market value$10.2K
7.37%
Sole
80.13K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares54.86K
TypeSH
Market value$8.4K
6.06%
Sole
54.86K
Shared
0.00
None
0.00
VISA INC
SOLEShares13.12K
TypeSH
Market value$4.6K
3.32%
Sole
13.12K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares8.91K
TypeSH
Market value$4.3K
3.11%
Sole
8.91K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares13.45K
TypeSH
Market value$4.2K
3.04%
Sole
13.45K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADOLIBRE INCSOLE | COM | 11.81K | SH | $23.8K 17.15% | 11.81K | 0.00 | 0.00 |
WORKIVA INCSOLE | COM CL A | 151.99K | SH | $13.1K 9.45% | 151.99K | 0.00 | 0.00 |
PINTEREST INCSOLE | CL A | 496.87K | SH | $12.9K 9.28% | 496.87K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 53.51K | SH | $12.4K 8.91% | 53.51K | 0.00 | 0.00 |
TRADEWEB MKTS INCSOLE | CL A | 108.88K | SH | $11.7K 8.44% | 108.88K | 0.00 | 0.00 |
WIX COM LTDSOLE | SHS | 109.83K | SH | $11.4K 8.23% | 109.83K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 111.82K | SH | $11.2K 8.06% | 111.82K | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 48.94K | SH | $10.5K 7.58% | 48.94K | 0.00 | 0.00 |
SEA LTD SPONSORD ADSSOLE | SPONSORD ADS | 80.13K | SH | $10.2K 7.37% | 80.13K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 54.86K | SH | $8.4K 6.06% | 54.86K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 13.12K | SH | $4.6K 3.32% | 13.12K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 8.91K | SH | $4.3K 3.11% | 8.91K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 13.45K | SH | $4.2K 3.04% | 13.45K | 0.00 | 0.00 |