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Lakehouse Capital Pty Ltd

Q4 2020 Holdings

Filed 2021-02-09 | 14 holdings | $133.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Paypal Hldgs Inc(PYPL)COM70450Y103$15.0K64,02411.3%
Facebook Inc(META)CL A30303M102$15.0K54,87411.3%
Mercadolibre Inc(MELI)COM58733R102$14.2K8,48410.7%
Schwab Charles Corp(SCHW)COM808513105$14.1K265,94110.6%
Monster Beverage Corp New(MNST)COM61174X109$12.6K136,4499.5%
Amazon COM Inc(AMZN)COM023135106$10.9K3,3518.2%
Alphabet Inc(GOOG)CAP STK CL C02079K107$9.4K5,3407.0%
Avalara Inc(AVLRUSD)COM05338G106$9.3K56,3367.0%
Visa Inc(V)COM CL A92826C839$8.1K37,0276.1%
Costar Group Inc(CSGP)COM22160N109$6.2K6,6754.6%
Servicenow Inc(NOW)COM81762P102$6.0K10,9844.5%
Marketaxess Hldgs Inc(MKTX)COM57060D108$5.9K10,4004.5%
Twilio Inc(TWLO)CL A90138F102$3.8K11,2662.9%
Okta Inc(OKTA)CL A679295105$2.5K9,7751.9%