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Lakehouse Capital Pty Ltd

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13F filer, CIK 1844830, SYDNEY NSW, Australia

Lakehouse Capital Pty Ltd reported $90,465,000 across 12 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-22. Its ten largest share positions make up 93.32% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001844830-26-000003

Period
2026-06-30
Reported value
$90.5M
Holdings
12
Top 10 weight
93.32%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VEEVadded+20,822$3.7M

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
PINSexited-179,770-$4.81M
SEreduced-45,552-$4.37M
WKreduced-83,082-$4.03M
WDAYreduced-31,058-$3.8M

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, Q2 2026

Share positions as resolved from 13F-HR 0001844830-26-000003, largest first. % of portfolio is the value over $90,465,000, 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; 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; 2026Q2: 11,809 shares 11,809$20M22.16%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 124,338 shares 124,338$12.3M13.65%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 24,814 shares 24,814$8.77M9.69%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 21,773 shares 21,773$8.12M8.98%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 28,542 shares 28,542$6.8M7.52%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 19,791 shares 19,791$6.79M7.51%0Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,555 shares; 2026Q2: 37,377 shares 37,377$6.63M7.33%+20,822Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 68,833 shares 68,833$6.6M7.29%-45,552Timeline
WKWORKIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151,993 shares; 2026Q1: 184,108 shares; 2026Q2: 101,026 shares 101,026$4.9M5.42%-83,082Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 34,300 shares 34,300$3.42M3.78%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 32,894 shares 32,894$3.04M3.35%0Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,940 shares; 2026Q1: 55,657 shares; 2026Q2: 24,599 shares 24,599$3.01M3.33%-31,058Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
PINSPINTEREST INC179,770$4.81Mshares

How Q2 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 0001844830-26-000003 base2026-07-22acceptance time not in the bulk data set