StockDriftsStockDriftsTop 13 Lakehouse Capital Pty Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | 20.11% | 11.8K | $29.8M | +0.00%(+0) | $1035.41(+70.30%) | 2026-03-31 | |
| NOW | SERVICENOW INC | 12.8% | 124.3K | $19.0M | +126.65%(+69.48K) | $105.25(+1.02%) | 2026-03-31 | |
| WK | WORKIVA INC | 10.81% | 184.1K | $16.0M | +21.13%(+32.12K) | $83.86(-38.07%) | 2026-03-31 | |
| SE | SEA LTD SPONSORD ADS | 9.33% | 114.4K | $13.8M | +42.76%(+34.26K) | $89.41(+15.53%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.94% | 21.8K | $11.8M | +144.45%(+12.87K) | $352.43(+10.80%) | 2026-03-31 | |
| WDAY | WORKDAY INC | 7.12% | 55.7K | $10.6M | +13.72%(+6.72K) | $221.07(-38.75%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 7.01% | 24.8K | $10.4M | +84.50%(+11.37K) | $209.17(+70.28%) | 2026-03-31 | |
| V | VISA INC | 5.89% | 19.8K | $8.7M | +50.87%(+6.67K) | $243.95(+48.44%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.85% | 28.5K | $8.7M | -46.66%(-24.97K) | $129.05(+88.05%) | 2026-03-31 | |
| TW | TRADEWEB MKTS INC | 3.97% | 34.3K | $5.9M | -68.50%(-74.58K) | $103.29(-0.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.26% | +49.19% |
| Top 20 Holdings Unweighted | +13.84% | +47.52% |
Sign up free to track Lakehouse Capital Pty Ltd, compare funds side by side, and get alerts the moment positions change.