Lakehouse Capital Pty Ltd has filed its Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The filing lists Donny Buchanan as the Chief Investment Officer responsible for the portfolio.
The report details a total of 12 equity securities held by the firm. The largest position in the portfolio is Workiva Inc. Class A, representing 199,776 shares. Other significant holdings include TradeWeb Markets Inc. Class A (39,020 shares), ServiceNow Inc. (124,338 shares), and Veeva Systems Inc. Class A (37,377 shares).
The portfolio is concentrated in the technology sector. Key holdings include Microsoft Corporation (19,927 shares), Alphabet Inc. Class C (21,466 shares), Visa Inc. Class A (19,791 shares), and Sea Ltd. Sponsored ADS (68,833 shares). Additionally, the firm holds positions in Amazon.com Inc. (24,794 shares) and MercadoLibre Inc. (11,809 shares).
