Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
AMAZON COM INC | 111,414 | -3,525 | $20,097 |
AMZN | 111,414 | -3,525 | $20,097 |
MERCADOLIBRE INC | 9,456 | UNCH | $14,297 |
MELI | 9,456 | UNCH | $14,297 |
SERVICENOW INC | 17,832 | -1,086 | $13,595 |
NOW | 17,832 | -1,086 | $13,595 |
ALPHABET INC | 81,660 | UNCH | $12,434 |
GOOG | 81,660 | UNCH | $12,434 |
SCHWAB CHARLES CORP | 156,467 | UNCH | $11,319 |
SCHW | 156,467 | UNCH | $11,319 |
VISA INC | 36,289 | -9,403 | $10,128 |
V | 36,289 | -9,403 | $10,128 |
COSTAR GROUP INC | 94,408 | -17,197 | $9,120 |
CSGP | 94,408 | -17,197 | $9,120 |
SPOTIFY TECHNOLOGY S A | 33,089 | -10,872 | $8,732 |
SPOT | 33,089 | -10,872 | $8,732 |
MICROSOFT CORP | 14,472 | -5,092 | $6,089 |
MSFT | 14,472 | -5,092 | $6,089 |
SEA LTD | 112,383 | UNCH | $6,036 |
SE | 112,383 | UNCH | $6,036 |
META PLATFORMS INC | 12,363 | UNCH | $6,003 |
META | 12,363 | UNCH | $6,003 |
DOXIMITY INC | 159,210 | UNCH | $4,284 |
DOCS | 159,210 | UNCH | $4,284 |
TRADEWEB MKTS INC | 40,880 | UNCH | $4,258 |
TW | 40,880 | UNCH | $4,258 |
MONSTER BEVERAGE CORP NEW | 33,197 | -15,119 | $1,968 |
MNST | 33,197 | -15,119 | $1,968 |
See Full List: All Stocks Held By Lakehouse Capital Pty Ltd
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Lakehouse Capital Pty Ltd
Size ($ in 1000's)
At 03/31/2024: $128,578 At 12/31/2023: $125,119 Lakehouse Capital Pty Ltd holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lakehouse Capital Pty Ltd 13F filings. Link to 13F filings: SEC filings |