HoldingsChannel.com
| 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 |
| WIX COM LTD |
1,586 | +1,586 | $218 |
| WIX | 1,586 | +1,586 | $218 |
See Summary: Lakehouse Capital Pty Ltd Top Holdings
See Details: Top 10 Stocks Held By Lakehouse Capital Pty Ltd
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| WIX | +1,586 | +$218 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| MNST | -48,316 | -$2,783 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| MELI | UNCH | -$563 |
| GOOG | UNCH | +$926 |
| SCHW | UNCH | +$554 |
| SE | UNCH | +$1,484 |
| META | UNCH | +$1,627 |
| DOCS | UNCH | -$180 |
| TW | UNCH | +$543 |
| NOW | -1,086 | +$230 |
| AMZN | -3,525 | +$2,633 |
| MSFT | -5,092 | -$1,268 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| CSGP | -17,197 | -$633 |
| MNST | -15,119 | -$815 |
| SPOT | -10,872 | +$471 |
| V | -9,403 | -$1,768 |
|
Size ($ 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 |
