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 AMZN MELI SE 3 stocks	$56,446 38.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG SPOT META 3 stocks	$30,653 20.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WIX MSFT 2 stocks	$17,016 11.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW TW 2 stocks	$16,932 11.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW 1 stocks	$11,631 7.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$11,468 7.73% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$4,181 2.82% of portfolio	-	-	-	-	0 Calls 0 Puts

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