Lakehouse Capital Pty Ltd

SYDNEY NSW, C3 · CIK 1844830 · 13F filing filed 2026-07-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityLAKEHOUSE CAPITAL PTY LTD (AU)

Others nearbySydney

As an employer

In Australia

Financial services licences1

Entity	Role	Staff	Women	Resigned
LAKEHOUSE CAPITAL PTY LTD Australian Private Company · Sydney	licenseeAFSL 526842

Sources: ASIC licence register, APRA, the Workplace Gender Equality Agency (employers with 100+ staff), ATO and the ABN register (Creative Commons Attribution).

$90.5m reported value +60922.3% vs Q1 2026

12positions

93.3%in top 10

0 new 1 added 3 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MERCADOLIBRE INC COM MELI	MELI	11,809	$20.0m22.16%	22.16%	Unchanged
2	SERVICENOW INC COM NOW	NOW	124,338	$12.3m13.65%	13.65%	Unchanged
3	ALPHABET INC CAP STK CL C GOOG	GOOG	24,814	$8.8m9.69%	9.69%	Unchanged
4	MICROSOFT CORP COM MSFT	MSFT	21,773	$8.1m8.98%	8.98%	Unchanged
5	AMAZON COM INC COM AMZN	AMZN	28,542	$6.8m7.52%	7.52%	Unchanged
6	VISA INC COM CL A V	V	19,791	$6.8m7.51%	7.51%	Unchanged
7	VEEVA SYS INC CL A COM VEEV	VEEV	37,377	$6.6m7.33%	7.33%	Added +20.8k	+20,822 125.8%
8	SEA LTD SPONSORD ADS SE	SE	68,833	$6.6m7.29%	7.29%	Reduced -45.6k	-45,552 -39.8%
9	WORKIVA INC COM CL A WK	WK	101,026	$4.9m5.42%	5.42%	Reduced -83.1k	-83,082 -45.1%
10	TRADEWEB MKTS INC CL A TW	TW	34,300	$3.4m3.78%	3.78%	Unchanged
11	SCHWAB CHARLES CORP COM SCHW	SCHW	32,894	$3.0m3.35%	3.35%	Unchanged
12	WORKDAY INC CL A WDAY	WDAY	24,599	$3.0m3.33%	3.33%	Reduced -31.1k	-31,058 -55.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PINTEREST INC PINS	PINS	179,770	$4.8k179.8k shares