$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | $11,989 | +7.0% | 9,456 | 0.0% | 10.81% | +12.2% | |
| GOOG | ALPHABET INCcap stk cl c | $10,767 | +9.0% | 81,660 | 0.0% | 9.71% | +14.3% | |
| V | VISA INC | $10,510 | -3.1% | 45,692 | 0.0% | 9.48% | +1.5% | |
| SCHW | SCHWAB CHARLES CORP | $8,590 | -3.1% | 156,467 | 0.0% | 7.74% | +1.5% |
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.