Lakehouse Capital Pty LTD Portfolio Holdings by Sector

Lakehouse Capital Pty LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical MELI AMZN SE 3 stocks	$55,585 39.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT GOOG META 3 stocks	$30,248 21.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW TW 2 stocks	$15,195 10.69% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WIX MSFT 2 stocks	$14,223 10.01% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW 1 stocks	$12,496 8.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$9,977 7.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$4,406 3.1% of portfolio	-	1	-	-	0 Calls 0 Puts

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