19 is the total number of securities Lakehouse Capital Pty Ltd has owned. The longest Lakehouse Capital Pty Ltd has owned a single stock is 12 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| AMZN | AMAZON COM INC | 10 | 1 | 8.20% | 11.56% | 15.19% | Q1 2020 | Q3 2023 | 12 |
| MELI | MERCADOLIBRE INC | 10 | 1 | 7.10% | 9.79% | 11.02% | Q1 2020 | Q3 2023 | 12 |
| V | VISA INC | 10 | 1 | 6.09% | 9.61% | 10.90% | Q1 2020 | Q3 2023 | 12 |
| GOOG | ALPHABET INC | 10 | 1 | 7.03% | 9.20% | 10.61% | Q1 2020 | Q3 2023 | 12 |
| CSGP | COSTAR GROUP INC | 10 | 1 | 4.64% | 9.03% | 11.48% | Q1 2020 | Q3 2023 | 12 |
| NOW | SERVICENOW INC | 10 | 1 | 4.54% | 7.36% | 11.36% | Q1 2020 | Q3 2023 | 12 |
| FB | META PLATFORMS INC | 10 | 1 | 2.48% | 7.34% | 14.17% | Q1 2020 | Q3 2023 | 12 |
| MNST | MONSTER BEVERAGE CORP NEW | 10 | 1 | 2.31% | 6.49% | 10.35% | Q1 2020 | Q3 2023 | 12 |
| MKTX | MARKETAXESS HLDGS INC | 9 | 1 | 3.61% | 6.29% | 8.16% | Q1 2020 | Q2 2023 | 11 |
| SCHW | SCHWAB CHARLES CORP | 5 | 1 | 1.78% | 6.11% | 10.60% | Q1 2020 | Q3 2023 | 10 |
| PYPL | PAYPAL HLDGS INC | 5 | 1 | 5.01% | 9.07% | 11.50% | Q1 2020 | Q2 2022 | 7 |
| AVLR | AVALARA INC | 5 | 1 | 4.09% | 6.06% | 8.26% | Q1 2020 | Q2 2022 | 7 |
| SPOT | SPOTIFY TECHNOLOGY S A | 7 | 7 | 4.69% | 5.92% | 8.28% | Q1 2022 | Q3 2023 | 7 |
| SE | SEA LTD | 7 | 7 | 1.47% | 2.25% | 4.45% | Q1 2022 | Q3 2023 | 7 |
| MSFT | MICROSOFT CORP | 5 | 5 | 7.48% | 7.91% | 8.33% | Q3 2022 | Q3 2023 | 5 |
| TWLO | TWILIO INC | 4 | 1 | 1.83% | 2.93% | 4.03% | Q4 2020 | Q4 2022 | 5 |
| DOCS | DOXIMITY INC | 1 | 1 | 3.05% | 3.05% | 3.05% | Q3 2023 | Q3 2023 | 1 |
| TW | TRADEWEB MKTS INC | 1 | 1 | 2.96% | 2.96% | 2.96% | Q3 2023 | Q3 2023 | 1 |
| OKTA | OKTA INC | 1 | 1 | 1.87% | 1.87% | 1.87% | Q4 2020 | Q4 2020 | 1 |
Download | |||||||||
The securities at the top of the list , including AMAZON COM INC, MERCADOLIBRE INC, and VISA INC, are the highest-conviction holdings of Lakehouse Capital Pty Ltd.
The conviction is calculated by counting the number of quarters a security has been reported by Lakehouse Capital Pty Ltd. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Lakehouse Capital Pty Ltd owns currently or has owned in the past.