Lakehouse Capital Pty
Lakehouse Capital Pty reported 12 stocks worth $114K in its 13F filing for Q3 2026, filed Oct 6, 2026. Its largest holdings are MELI (17.9%), NOW (14.6%) and WK (11.7%). Compared with Q2 2026, the fund added to WK, WDAY and TW and trimmed MSFT, GOOG and AMZN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MELI Mercadolibre Inc | $20K | 17.9% | 12K | No change | 8 of 8 | |
| 2 |  NOW Servicenow Inc | $17K | 14.6% | 124K | No change | 8 of 8 | |
| 3 |  WK Workiva Inc | $13K | 11.7% | 200K | +99K (+98%) | 4 of 8 | |
| 4 |  VEEV Veeva Sys Inc Class Class A | $11K | 9.3% | 37K | No change | 3 of 8 | |
| 5 |  MSFT Microsoft Corp | $10K | 9.0% | 20K | −1,846 (−8%) | 8 of 8 | |
| 6 |  WDAY Workday Inc | $8K | 7.3% | 44K | +19K (+78%) | 4 of 8 | |
| 7 |  GOOG Alphabet Inc | $7K | 6.4% | 21K | −3,348 (−13%) | 8 of 8 | |
| 8 |  V Visa Inc | $7K | 6.2% | 20K | No change | 8 of 8 | |
| 9 |  SE Sea Ltd | $7K | 5.9% | 69K | No change | 8 of 8 | |
| 10 |  AMZN Amazon Com Inc | $6K | 5.4% | 25K | −3,748 (−13%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 6, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lakehouse Capital Pty 13F FAQ
What does Lakehouse Capital Pty own?
Lakehouse Capital Pty reported 12 stocks worth $114K in its 13F filing for Q3 2026, filed Oct 6, 2026. Its largest holdings are MELI (17.9%), NOW (14.6%) and WK (11.7%). The table above lists every position in the filing (the top 10 without an account).
What did Lakehouse Capital Pty buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 3 added to, 3 trimmed and 0 sold out.
When will Lakehouse Capital Pty file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Lakehouse Capital Pty's portfolio worth?
The Q3 2026 filing reports $114K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.