13F Insight
DOSSIER · 13F-HR · Q1 2026

Lakehouse Capital Pty Ltd

$148M in tracked AUM across 13 positions as of Q1 2026.

LC
CIK 0001844830 · last filed Mar 31, 2026
Total AUM
$148M
as of Q1 2026
Holdings
13
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Lakehouse Capital Pty Ltd filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MELI
MERCADOLIBRE INC
$30M12K20.1%02
NOW
SERVICENOW INC
$19M124K12.8%03
WK
WORKIVA INC
$16M184K10.8%04
SE
SEA LTD SPONSORD ADS
$14M114K9.3%05
MSFT
MICROSOFT CORP
$12M22K7.9%06
WDAY
WORKDAY INC
$11M56K7.1%07
GOOG
ALPHABET INC
$10M25K7.0%08
V
VISA INC
$9M20K5.9%09
AMZN
AMAZON COM INC
$9M29K5.9%10
TW
TRADEWEB MKTS INC
$6M34K4.0%

Filing history

2026Q1Mar 31
$148M▲ 6.9%
13 positionsView →2025Q4Dec 31
$139M▲ 15.8%
13 positionsView →2025Q3Sep 30
$120M▼ 26.9%
9 positionsView →2025Q2Jun 30
$164M▲ 52.7%
13 positionsLocked2025Q1Mar 31
$107M▼ 27.6%
9 positionsLocked2024Q4Dec 31
$148M▲ 4.4%
13 positionsLocked2024Q3Sep 30
$142M▼ 0.4%
13 positionsLocked2024Q2Jun 30
$143M▲ 11.0%
14 positionsLocked2024Q1Mar 31
$129M▲ 2.8%
15 positionsLocked2023Q4Dec 31
$125M▲ 12.8%
14 positionsLocked2023Q3Sep 30
$111M▼ 4.6%
14 positionsLocked2023Q2Jun 30
$116M▲ 2.8%
13 positionsLocked
Showing 12 of 22