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LC
Lakehouse Capital Portfolio holdings
AUM
$148M
1-Year Est. Return
14.94%
This Fund
S&P 500
1 Year Est. Return
-14.94%
AUM
$148M
AUM Growth
+$9.58M
(+6.9%)
Holding
14
Top Buys
| 1 | +$8.17M | |
| 2 | +$5.38M | |
| 3 | +$3.67M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$3.57M |
| 5 |
Veeva Systems
VEEV
|
+$3.25M |
Top Sells
| 1 | +$11.4M | |
| 2 | +$8.54M | |
| 3 | +$7.74M | |
| 4 |
Pinterest
PINS
|
+$6.62M |
| 5 |
Amazon
AMZN
|
+$5.5M |
Sector Composition
| 1 | Technology | 38.67% |
| 2 | Consumer Discretionary | 35.29% |
| 3 | Financials | 12.91% |
| 4 | Communication Services | 10.26% |
| 5 | Healthcare | 2.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Mercado Libre
MELI
$84.9B
| $29.8M | 20.11% |
11,809
|
|
||
2
ServiceNow
NOW
$105B
| $19M | 12.8% |
124,338
+69,478
|
|
||
3
Workiva
WK
$2.74B
| $16M | 10.81% |
184,108
+32,115
|
|
||
4
Sea Limited
SE
$53.2B
| $13.8M | 9.33% |
114,385
+34,260
|
|
||
5
Microsoft
MSFT
$2.93T
| $11.8M | 7.94% |
21,773
+12,866
|
|
||
6
Workday
WDAY
$31.3B
| $10.6M | 7.12% |
55,657
+6,717
|
|
||
|
7
Alphabet (Google) Class C
GOOG
$4.53T
| $10.4M | 7.01% |
24,814
+11,365
|
|
||
8
Visa
V
$634B
| $8.73M | 5.89% |
19,791
+6,673
|
|
||
|
9
Amazon
AMZN
$2.65T
| $8.68M | 5.85% |
28,542
-24,971
|
|
||
10
Tradeweb Markets
TW
$21.7B
| $5.89M | 3.97% |
34,300
-74,575
|
|
||
|
11
Pinterest
PINS
$11.9B
| $4.81M | 3.25% |
179,770
-317,096
|
|
||
|
SCHW
12
Charles Schwab
SCHW
$163B
| $4.51M | 3.04% |
32,894
-78,924
|
|
||
|
13
Veeva Systems
VEEV
$26.5B
| $4.25M | 2.86% |
+16,555
|
|
||
14
WIX.com
WIX
$1.86B
| – | – |
-109,830
|
|