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	$69,599 42.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG PINS META 3 stocks	$36,675 22.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW TW 2 stocks	$20,261 12.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WIX MSFT 2 stocks	$16,721 10.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW 1 stocks	$11,280 6.88% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$4,696 2.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$4,658 2.84% of portfolio	-	1	-	-	0 Calls 0 Puts

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