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Lakehouse Capital Pty Ltd

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13F filer, CIK 1844830, SYDNEY NSW, Australia

Lakehouse Capital Pty Ltd reported $148,249,000 across 13 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-09. Its ten largest share positions make up 90.84% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001844830-26-000002

Period
2026-03-31
Reported value
$148M
Holdings
13
Top 10 weight
90.84%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NOWadded+69,478$10.6M
MSFTadded+12,866$6.95M
GOOGadded+11,365$4.76M
VEEVnew+16,555$4.25M
SEadded+34,260$4.14M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TWreduced-74,575-$12.8M
WIXexited-109,830-$11.4M
SCHWreduced-78,924-$10.8M
PINSreduced-317,096-$8.49M
AMZNreduced-24,971-$7.59M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001844830-26-000002, largest first. % of portfolio is the value over $148,249,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,809 shares; 2025Q1: 11,809 shares; 2025Q2: 11,809 shares; 2025Q3: 11,809 shares; 2025Q4: 11,809 shares; 2026Q1: 11,809 shares 11,809$29.8M20.11%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,972 shares; 2025Q1: 10,972 shares; 2025Q2: 10,972 shares; 2025Q3: 10,972 shares; 2025Q4: 54,860 shares; 2026Q1: 124,338 shares 124,338$19M12.8%+69,478Timeline
WKWORKIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151,993 shares; 2026Q1: 184,108 shares 184,108$16M10.81%+32,115Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,383 shares; 2025Q1: 112,383 shares; 2025Q2: 112,383 shares; 2025Q3: 80,125 shares; 2025Q4: 80,125 shares; 2026Q1: 114,385 shares 114,385$13.8M9.33%+34,260Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,472 shares; 2025Q1: 9,472 shares; 2025Q2: 9,472 shares; 2025Q3: 9,472 shares; 2025Q4: 8,907 shares; 2026Q1: 21,773 shares 21,773$11.8M7.94%+12,866Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,940 shares; 2026Q1: 55,657 shares 55,657$10.6M7.12%+6,717Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,660 shares; 2025Q1: 84,555 shares; 2025Q2: 84,555 shares; 2025Q3: 57,443 shares; 2025Q4: 13,449 shares; 2026Q1: 24,814 shares 24,814$10.4M7.01%+11,365Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,289 shares; 2025Q1: 36,289 shares; 2025Q2: 13,118 shares; 2025Q3: 13,118 shares; 2025Q4: 13,118 shares; 2026Q1: 19,791 shares 19,791$8.73M5.89%+6,673Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,414 shares; 2025Q1: 111,414 shares; 2025Q2: 94,629 shares; 2025Q3: 68,624 shares; 2025Q4: 53,513 shares; 2026Q1: 28,542 shares 28,542$8.68M5.85%-24,971Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,880 shares; 2025Q1: 40,880 shares; 2025Q2: 40,880 shares; 2025Q3: 80,880 shares; 2025Q4: 108,875 shares; 2026Q1: 34,300 shares 34,300$5.89M3.97%-74,575Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 350,000 shares; 2025Q2: 350,000 shares; 2025Q3: 496,866 shares; 2025Q4: 496,866 shares; 2026Q1: 179,770 shares 179,770$4.81M3.25%-317,096Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156,467 shares; 2025Q1: 156,467 shares; 2025Q2: 156,467 shares; 2025Q3: 156,467 shares; 2025Q4: 111,818 shares; 2026Q1: 32,894 shares 32,894$4.51M3.04%-78,924Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,555 shares 16,555$4.25M2.86%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
WIXWIX COM LTD109,830$11.4Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001844830-26-000002 base2026-04-09acceptance time not in the bulk data set