Lakehouse Capital Pty LTD Portfolio Holdings
Lakehouse Capital Pty LTD
- $164 Million
- Q2 2025
Lakehouse Capital Pty LTD has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $164 Million distributed in 13 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Mercadolibre Inc with a value of $30.9M, Amazon Com Inc with a value of $20.8M, Sea LTD with a value of $18M, Alphabet Inc. with a value of $15M, and Schwab Charles Corp with a value of $14.3M.
Examining the 13F form we can see an increase of $13.5M in the current position value, from $150M to 164M.
Lakehouse Capital Pty LTD is based out at Sydney Nsw, C3
Below you can find more details about Lakehouse Capital Pty LTD portfolio as well as his latest detailed transactions.
Portfolio value
$164 Million
Consumer Cyclical: $69.6 Million
Communication Services: $36.7 Million
Technology: $28 Million
Financial Services: $24.9 Million
Real Estate: $4.7 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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