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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
AMZNAmazon Com Inc
Recent Activity
16.48%
$24.443M
111,414 shares@ $219.39 avg price
MELIMercadolibre Inc
Recent Activity
13.54%
$20.08M
11,809 shares@ $1700.4 avg price
WIXWix Com Ltd
Recent Activity
8.79%
$13.024M
60,708 shares@ $214.54 avg price
GOOGAlphabet Inc
Recent Activity
8.44%
$12.504M
65,660 shares@ $190.44 avg price
SESea Ltd
Recent Activity
8.04%
$11.923M
112,383 shares@ $106.1 avg price
NOWServicenow Inc
Recent Activity
Decreased -21.47%
7.85%
$11.631M
10,972 shares@ $1060.07 avg price
SCHWSchwab Charles Corp
Recent Activity
7.81%
$11.58M
156,467 shares@ $74.01 avg price
VVisa Inc
Recent Activity
7.74%
$11.468M
36,289 shares@ $316.02 avg price
SPOTSpotify Technology S A
Recent Activity
Decreased -26.29%
7.36%
$10.911M
24,389 shares@ $447.38 avg price
METAMeta Platforms Inc
Recent Activity
4.88%
$7.238M
12,363 shares@ $585.46 avg price