Lakehouse Capital Pty Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VEEVA SYS INC(VEEV) | 16,555 | 37,377 | +20,822 | 4,246 | 6,633 | 7.33% | +2,387 |
| SCHWAB CHARLES CORP(SCHW) | 32,894 | 32,894 | 0 | 4,514 | 3,035 | 3.35% | -1,479 |
| ALPHABET INC(GOOG) | 24,814 | 24,814 | 0 | 10,393 | 8,768 | 9.69% | -1,625 |
| AMAZON COM INC(AMZN) | 28,542 | 28,542 | 0 | 8,679 | 6,803 | 7.52% | -1,876 |
| VISA INC(V) | 19,791 | 19,791 | 0 | 8,734 | 6,790 | 7.51% | -1,944 |
| TRADEWEB MKTS INC(TW) | 34,300 | 34,300 | 0 | 5,892 | 3,418 | 3.78% | -2,474 |
| MICROSOFT CORP(MSFT) | 21,773 | 21,773 | 0 | 11,768 | 8,122 | 8.98% | -3,646 |
| PINTEREST INC(PINS) | 179,770 | 0 | -179,770 | 4,814 | 0 | — | -4,814 |
| SERVICENOW INC(NOW) | 124,338 | 124,338 | 0 | 18,980 | 12,344 | 13.65% | -6,636 |
| SEA LTD SPONSORD ADS(SE) | 114,385 | 68,833 | -45,552 | 13,830 | 6,596 | 7.29% | -7,234 |
| WORKDAY INC(WDAY) | 55,657 | 24,599 | -31,058 | 10,558 | 3,011 | 3.33% | -7,547 |
| MERCADOLIBRE INC(MELI) | 11,809 | 11,809 | 0 | 29,812 | 20,044 | 22.16% | -9,768 |
| WORKIVA INC(WK) | 184,108 | 101,026 | -83,082 | 16,029 | 4,901 | 5.42% | -11,128 |