$111 Thousand is the total value of Lakehouse Capital Pty Ltd's 14 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 200.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SE | Buy | SEA LTDsponsord ads | $4,939 | +188.7% | 112,383 | +281.2% | 4.45% | +202.5% |
DOCS | New | DOXIMITY INCcl a | $3,378 | – | 159,210 | +100.0% | 3.05% | – |
TW | New | TRADEWEB MKTS INCcl a | $3,279 | – | 40,880 | +100.0% | 2.96% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-18
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
AMAZON COM INC | 12 | Q3 2023 | 15.2% |
MERCADOLIBRE INC | 12 | Q3 2023 | 11.0% |
VISA INC | 12 | Q3 2023 | 10.9% |
ALPHABET INC | 12 | Q3 2023 | 10.6% |
COSTAR GROUP INC | 12 | Q3 2023 | 11.5% |
SERVICENOW INC | 12 | Q3 2023 | 11.4% |
META PLATFORMS INC | 12 | Q3 2023 | 14.2% |
MONSTER BEVERAGE CORP NEW | 12 | Q3 2023 | 10.3% |
MARKETAXESS HLDGS INC | 11 | Q2 2023 | 8.2% |
SCHWAB CHARLES CORP | 10 | Q3 2023 | 10.6% |
View Lakehouse Capital Pty Ltd's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-11 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-18 |
13F-HR | 2023-08-16 |
13F-HR | 2023-05-16 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-16 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-15 |
View Lakehouse Capital Pty Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.