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13F-HR filed by Lakehouse Capital Pty Ltd

Lakehouse Capital Pty Ltd filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-05 23:57:29 UTC, with 12 holding rows worth $114,056,000.

Accession
0001844830-26-000004
Filed
2026-10-06
Accepted by EDGAR
Ingested
Source
EDGAR daily index

Original filing

13F report for Q3 2026

A holdings report, 12 entries on the cover page, a total value of $114,056,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $114,056,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-20616. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
MERCADOLIBREINC58733R102STOK11,809$20,412,000thousands, detected and multiplied
ServiceNow,Inc.81762P102COM124,338$16,663,000thousands, detected and multiplied
WORKIVA INC COM CL A98139A105Stock199,776$13,299,000thousands, detected and multiplied
VEEVA SYS INC CL A COM922475108Stock37,377$10,669,000thousands, detected and multiplied
Microsoft Corp594918104COM19,927$10,221,000thousands, detected and multiplied
WORKDAY INC CL A98138H101Stock43,773$8,337,000thousands, detected and multiplied
Alphabet Inc. Reg. Shares C02079K107COM21,466$7,314,000thousands, detected and multiplied
Visa Inc92826C839COM19,791$7,112,000thousands, detected and multiplied
SEA LTD81141R100SPONSORD ADS68,833$6,702,000thousands, detected and multiplied
Amazon.com, Inc023135106COM24,794$6,177,000thousands, detected and multiplied
TRADEWEB MKTS INC CL A892672106Stock39,020$3,935,000thousands, detected and multiplied
Charles Schwab Corp808513105COM32,894$3,215,000thousands, detected and multiplied

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001844830-26-000004this filing2026-10-06