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| Name: |
Lakehouse Capital Pty Ltd |
| City: |
SYDNEY NSW |
| State: |
C3 |
| Zip: |
2000 |
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data |
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| Holdings
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7 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AMZN |
Amazon.com Inc |
1 |
- |
$186.57 |
$20,097,000 |
111,414 |
15.63% |
2,633,000 |
-3,525 |
0.001 |
Internet Software & S... |
|
|
NOW |
Servicenow, Inc. |
3 |
- |
$730.12 |
$13,595,000 |
17,832 |
10.57% |
230,000 |
-1,086 |
0.009 |
Information Technolog... |
|
|
V |
Visa Inc |
6 |
- |
$279.39 |
$10,128,000 |
36,289 |
7.88% |
-1,768,000 |
-9,403 |
0.002 |
Business Services |
|
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CSGP |
CoStar Group Inc |
7 |
- |
$88.58 |
$9,120,000 |
94,408 |
7.09% |
-633,000 |
-17,197 |
0.023 |
Business Software & S... |
|
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SPOT |
Spotify Technology SA |
8 |
- |
$289.71 |
$8,732,000 |
33,089 |
6.79% |
471,000 |
-10,872 |
0.018 |
N/A |
|
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MSFT |
Microsoft Corp |
9 |
- |
$413.72 |
$6,089,000 |
14,472 |
4.74% |
-1,268,000 |
-5,092 |
0 |
Application Software |
|
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MNST |
Monster Beverage Corporation |
14 |
- |
$54.72 |
$1,968,000 |
33,197 |
1.53% |
-815,000 |
-15,119 |
0.005 |
Beverage Soft Drinks... |
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