Latest Lakehouse Capital Pty Ltd Stock Portfolio
Lakehouse Capital Pty Ltd Performance:
2026 Q1: 11.67%YTD: 11.67%2025: 7.31%
Performance for 2026 Q1 is 11.67%, and YTD is 11.67%, and 2025 is 7.31%.
About Lakehouse Capital Pty Ltd and 13F Hedge Fund Stock Holdings
On 2026-04-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Lakehouse Capital Pty Ltd reported an equity portfolio of $148.2 Millions as of 31 Mar, 2026.
The top stock holdings of Lakehouse Capital Pty Ltd are MELI, NOW, WK. The fund has invested 20.1% of it's portfolio in MERCADOLIBRE INC and 12.8% of portfolio in SERVICENOW INC.
The fund managers got completely rid off WIX COM LTD (WIX) stocks. They significantly reduced their stock positions in SCHWAB CHARLES CORP (SCHW), TRADEWEB MKTS INC (TW) and PINTEREST INC (PINS). Lakehouse Capital Pty Ltd opened new stock positions in VEEVA SYS INC (VEEV). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), SERVICENOW INC (NOW) and ALPHABET INC (GOOG).
The top stock holdings of Lakehouse Capital Pty Ltd are MELI, NOW, WK. The fund has invested 20.1% of it's portfolio in MERCADOLIBRE INC and 12.8% of portfolio in SERVICENOW INC.
The fund managers got completely rid off WIX COM LTD (WIX) stocks. They significantly reduced their stock positions in SCHWAB CHARLES CORP (SCHW), TRADEWEB MKTS INC (TW) and PINTEREST INC (PINS). Lakehouse Capital Pty Ltd opened new stock positions in VEEVA SYS INC (VEEV). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), SERVICENOW INC (NOW) and ALPHABET INC (GOOG).
Lakehouse Capital Pty Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that Lakehouse Capital Pty Ltd made a return of 11.67% in the last quarter. In trailing 12 months, it's portfolio return was 22.99%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| veeva sys inc | 4,246,000 |
New stocks bought by Lakehouse Capital Pty Ltd
Additions
| Ticker | % Inc. |
|---|---|
| microsoft corp | 144 |
| servicenow inc | 126 |
| alphabet inc | 84.5 |
| visa inc | 50.87 |
| sea ltd sponsord ads | 42.76 |
| workiva inc | 21.13 |
| workday inc | 13.72 |
Additions to existing portfolio by Lakehouse Capital Pty Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| schwab charles corp | -70.58 |
| tradeweb mkts inc | -68.5 |
| pinterest inc | -63.82 |
| amazon com inc | -46.66 |
Lakehouse Capital Pty Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| wix com ltd | -11,410,000 |
Lakehouse Capital Pty Ltd got rid off the above stocks
Sector Distribution
Lakehouse Capital Pty Ltd has about 38.7% of it's holdings in Technology sector.
- Technology
- Consumer Cyclical
- Financial Services
- Communication Services
- Others
- Healthcare
| Sector | % |
|---|---|
| Technology | 38.7 |
| Consumer Cyclical | 26 |
| Financial Services | 12.9 |
| Communication Services | 10.3 |
| Others | 9.3 |
| Healthcare | 2.9 |
Market Cap. Distribution
Lakehouse Capital Pty Ltd has about 79.9% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MEGA-CAP
- MID-CAP
- UNALLOCATED
| Category | % |
|---|---|
| LARGE-CAP | 53.2 |
| MEGA-CAP | 26.7 |
| MID-CAP | 10.8 |
| UNALLOCATED | 9.3 |
Stocks belong to which Index?
About 53.3% of the stocks held by Lakehouse Capital Pty Ltd either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 46.6 |
| S&P 500 | 42.5 |
| RUSSELL 2000 | 10.8 |
Lakehouse Capital Pty Ltd Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Lakehouse Capital Pty Ltd
Lakehouse Capital Pty Ltd has 13 stocks in it's portfolio. About 90.8% of the portfolio is in top 10 stocks. WDAY proved to be the most loss making stock for the portfolio. MELI was the most profitable stock for Lakehouse Capital Pty Ltd last quarter.
Last Reported on: 09 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AMZN | amazon com inc | 5.85 | 28,542 | 8,679,000 | reduced | -46.66 | ||
| GOOG | alphabet inc | 7.01 | 24,814 | 10,393,000 | added | 84.5 | ||
| MELI | mercadolibre inc | 20.11 | 11,809 | 29,812,000 | unchanged | 0.00 | ||
| MSFT | microsoft corp | 7.94 | 21,773 | 11,768,000 | added | 144 | ||
| NOW | servicenow inc | 12.80 | 124,338 | 18,980,000 | added | 126 | ||
| PINS | pinterest inc | 3.25 | 179,770 | 4,814,000 | reduced | -63.82 | ||
| SCHW | schwab charles corp | 3.04 | 32,894 | 4,514,000 | reduced | -70.58 | ||
| SE | sea ltd sponsord ads | 9.33 | 114,385 | 13,830,000 | added | 42.76 | ||
| TW | tradeweb mkts inc | 3.97 | 34,300 | 5,892,000 | reduced | -68.5 | ||
| V | visa inc | 5.89 | 19,791 | 8,734,000 | added | 50.87 | ||
| VEEV | veeva sys inc | 2.86 | 16,555 | 4,246,000 | new | |||
| WDAY | workday inc | 7.12 | 55,657 | 10,558,000 | added | 13.72 | ||
| WIX | wix com ltd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| WK | workiva inc | 10.81 | 184,108 | 16,029,000 | added | 21.13 | ||