Lakehouse Capital Pty LTD Portfolio Holdings

Lakehouse Capital Pty LTD

  • $148 Million
  • Q4 2024

Lakehouse Capital Pty LTD has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $148 Million distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $24.4M, Mercadolibre Inc with a value of $20.1M, Wix.Com Ltd. with a value of $13M, Alphabet Inc. with a value of $12.5M, and Sea LTD with a value of $11.9M.

Examining the 13F form we can see an increase of $6.19M in the current position value, from $142M to 148M.

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 $148 Million
Consumer Cyclical: $56.4 Million
Communication Services: $30.7 Million
Technology: $28.6 Million
Financial Services: $28.4 Million
Real Estate: $4.18 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $148 Million
  • Prior Value $142 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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