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Lakehouse Capital Pty Ltd

Q4 2021 Holdings

Filed 2022-02-15 | 12 holdings | $15.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Costar Group Inc(CSGP)COM22160N109$15.7M198,28699.0%
Amazon COM Inc(AMZN)COM023135106$21.7K6,5000.1%
Visa Inc(V)COM CL A92826C839$18.9K87,4140.1%
Mercadolibre Inc(MELI)COM58733R102$18.5K13,7140.1%
Meta Platforms Inc(META)CL A30303M102$18.3K54,4330.1%
Alphabet Inc(GOOG)CAP STK CL C02079K107$18.3K6,3210.1%
Paypal Hldgs Inc(PYPL)COM70450Y103$15.6K82,7380.1%
Monster Beverage Corp New(MNST)COM61174X109$14.5K151,2020.1%
Marketaxess Hldgs Inc(MKTX)COM57060D108$13.3K32,3260.1%
Servicenow Inc(NOW)COM81762P102$9.9K15,2070.1%
Avalara Inc(AVLRUSD)COM05338G106$7.3K56,3360.0%
Schwab Charles Corp(SCHW)COM808513105$5.9K70,6700.0%