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Donny Buchanan

@Lakehouse Capital Pty Ltd

Latest period2024 - Q4ReportedManaged Assets$148.327MTotal holdings13
Assets growth rate4.37%Assets growth rate (2-Q avg)1.97%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lakehouse Capital Pty Ltd's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 13 positions.

Assets under management

The assets under management (AUM) of Lakehouse Capital Pty Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 148.327M in assets, with a quarterly growth rate of 4.37% and a 2-quarter average growth rate of 1.97%. The portfolio is managed by Donny Buchanan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TWTradeweb Mkts Inc
Recent Activity
3.61%
$5.352M
40,880 shares@ $130.92 avg price
CSGPCostar Group Inc
Recent Activity
2.82%
$4.181M
58,408 shares@ $71.59 avg price
MSFTMicrosoft Corp
Recent Activity
2.7%
$3.992M
9,472 shares@ $421.46 avg price