Filed: 4/9/2026ACC: 0001844830-26-000002
📋 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 $148.2K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$148.2K
Total AUM (reported)
848.74K
Total Shares
Allocation by class
COM$73.8K49.7%
COM CL A$24.8K16.7%
CL A$21.3K14.3%
SPONSORD ADS$13.8K9.3%
CAP STK CL C$10.4K7.0%
CL A COM$4.2K2.9%
Portfolio Concentration
Top 3$64.8K43.7%
4–10$69.9K47.1%
11–25$13.6K9.2%
Top 3 weight
43.7%
Top 10 weight
90.8%
Voting Authority Distribution
Total shares with voting rights: 848.74K
Sole
Full voting authority
848.74K
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$29.8K
20.11%
Sole
11.81K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares124.34K
TypeSH
Market value$19.0K
12.80%
Sole
124.34K
Shared
0.00
None
0.00
WORKIVA INC
SOLEShares184.11K
TypeSH
Market value$16.0K
10.81%
Sole
184.11K
Shared
0.00
None
0.00
SEA LTD SPONSORD ADS
SOLEShares114.39K
TypeSH
Market value$13.8K
9.33%
Sole
114.39K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares21.77K
TypeSH
Market value$11.8K
7.94%
Sole
21.77K
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares55.66K
TypeSH
Market value$10.6K
7.12%
Sole
55.66K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares24.81K
TypeSH
Market value$10.4K
7.01%
Sole
24.81K
Shared
0.00
None
0.00
VISA INC
SOLEShares19.79K
TypeSH
Market value$8.7K
5.89%
Sole
19.79K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares28.54K
TypeSH
Market value$8.7K
5.85%
Sole
28.54K
Shared
0.00
None
0.00
TRADEWEB MKTS INC
SOLEShares34.30K
TypeSH
Market value$5.9K
3.97%
Sole
34.30K
Shared
0.00
None
0.00
PINTEREST INC
SOLEShares179.77K
TypeSH
Market value$4.8K
3.25%
Sole
179.77K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares32.89K
TypeSH
Market value$4.5K
3.04%
Sole
32.89K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares16.55K
TypeSH
Market value$4.2K
2.86%
Sole
16.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADOLIBRE INCSOLE | COM | 11.81K | SH | $29.8K 20.11% | 11.81K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 124.34K | SH | $19.0K 12.80% | 124.34K | 0.00 | 0.00 |
WORKIVA INCSOLE | COM CL A | 184.11K | SH | $16.0K 10.81% | 184.11K | 0.00 | 0.00 |
SEA LTD SPONSORD ADSSOLE | SPONSORD ADS | 114.39K | SH | $13.8K 9.33% | 114.39K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 21.77K | SH | $11.8K 7.94% | 21.77K | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 55.66K | SH | $10.6K 7.12% | 55.66K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 24.81K | SH | $10.4K 7.01% | 24.81K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 19.79K | SH | $8.7K 5.89% | 19.79K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 28.54K | SH | $8.7K 5.85% | 28.54K | 0.00 | 0.00 |
TRADEWEB MKTS INCSOLE | CL A | 34.30K | SH | $5.9K 3.97% | 34.30K | 0.00 | 0.00 |
PINTEREST INCSOLE | CL A | 179.77K | SH | $4.8K 3.25% | 179.77K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 32.89K | SH | $4.5K 3.04% | 32.89K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 16.55K | SH | $4.2K 2.86% | 16.55K | 0.00 | 0.00 |