Lakehouse Capital Pty Ltd — 13F holdings

Lakehouse Capital Pty Ltd reported 12 holdings worth $114M in its 13F filing for Q3 2026, filed October 6, 2026.

Largest positions

1. MELI MERCADOLIBRE INC — $20.4M (17.9%)
2. NOW SERVICENOW INC — $16.7M (14.6%)
3. WK WORKIVA INC — $13.3M (11.7%)
4. VEEV VEEVA SYS INC — $10.7M (9.4%)
5. MSFT MICROSOFT CORP — $10.2M (9.0%)
6. WDAY WORKDAY INC — $8.34M (7.3%)
7. GOOG ALPHABET INC — $7.31M (6.4%)
8. V VISA INC — $7.11M (6.2%)
9. SE SEA LTD — $6.70M (5.9%)
10. AMZN AMAZON COM INC — $6.18M (5.4%)