The Analysis of Lakehouse Capital Pty Ltd's Holdings & P&L

Currently, Lakehouse Capital Pty Ltd holds 12 types of securities in its portfolio with a total value $90.5K. In the most recent quarter, they have increased their positions in VEEV (+20.8K shares, valued at $3.7K); decreased their positions in SE (-45.6K shares, valued at $4.4K), N/A (-83.1K shares, valued at $4.0K), WDAY (-31.1K shares, valued at $3.8K).

1M P&L

-1.9M-2.39%

3M P&L

+11.7M+17.95%

HY P&L

+12.0M+18.63%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Retail33.4K

50.3%

2Internet Content & Information8.8K

13.2%

3Software - Infrastructure8.1K

12.2%

Top Industries by Stock Count

1Internet Retail3 stocks

33.3%

2Capital Markets2 stocks

22.2%

3Internet Content & Information1 stocks

11.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MELI MERCADOLIBRE INC11.8K shares0.00%2026-06-302026-07-22

SERVICENOW INC SERVICENOW INC124.3K shares0.00%2026-06-302026-07-22

GOOG ALPHABET INC24.8K shares0.00%2026-06-302026-07-22

MSFT MICROSOFT CORP21.8K shares0.00%2026-06-302026-07-22

AMZN AMAZON COM INC28.5K shares0.00%2026-06-302026-07-22

VISA INC VISA INC19.8K shares0.00%2026-06-302026-07-22

VEEV VEEVA SYS INC37.4K shares125.77%2026-06-302026-07-22

SE SEA LTD SPONSORD ADS68.8K shares-39.82%2026-06-302026-07-22

Sponsored

WORKIVA INC WORKIVA INC101.0K shares-45.13%2026-06-302026-07-22

TW TRADEWEB MKTS INC34.3K shares0.00%2026-06-302026-07-22

SCHW SCHWAB CHARLES CORP32.9K shares0.00%2026-06-302026-07-22

WDAY WORKDAY INC24.6K shares-55.80%2026-06-302026-07-22

MELI

MERCADOLIBRE INC

0.00%

Shares11.8K

Event2026-06-30

Filed2026-07-22

SERVICENOW INC

0.00%

Shares124.3K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

0.00%

Shares24.8K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

0.00%

Shares21.8K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

0.00%

Shares28.5K

Event2026-06-30

Filed2026-07-22

VISA INC

0.00%

Shares19.8K

Event2026-06-30

Filed2026-07-22

VEEV

VEEVA SYS INC

125.77%

Shares37.4K

Event2026-06-30

Filed2026-07-22

SEA LTD SPONSORD ADS

-39.82%

Shares68.8K

Event2026-06-30

Filed2026-07-22

WORKIVA INC

-45.13%

Shares101.0K

Event2026-06-30

Filed2026-07-22

TRADEWEB MKTS INC

0.00%

Shares34.3K

Event2026-06-30

Filed2026-07-22

SCHW

SCHWAB CHARLES CORP

0.00%

Shares32.9K

Event2026-06-30

Filed2026-07-22

WDAY

WORKDAY INC

-55.80%

Shares24.6K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available