Lakehouse Capital Pty LTD Portfolio Holdings by Sector

Lakehouse Capital Pty LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical MELI AMZN SE 3 stocks	$58,898 39.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG PINS META 3 stocks	$31,185 20.73% of portfolio	2	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW TW 2 stocks	$18,317 12.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WIX MSFT 2 stocks	$15,938 10.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$12,717 8.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW 1 stocks	$8,735 5.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$4,627 3.08% of portfolio	-	-	-	-	0 Calls 0 Puts

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