SEC Form 13F

Lakehouse Capital Pty Ltd 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$90,465,000
Positions12

Largest disclosed positions

IssuerTickerClassReported valueReported amount
MERCADOLIBRE INCMELICOM$20,044,00011,809
SERVICENOW INCNOWCOM$12,344,000124,338
ALPHABET INCGOOGCAP STK CL C$8,768,00024,814
MICROSOFT CORPMSFTCOM$8,122,00021,773
AMAZON COM INCAMZNCOM$6,803,00028,542
VISA INCVCOM CL A$6,790,00019,791
VEEVA SYS INCVEEVCL A COM$6,633,00037,377
SEA LTD SPONSORD ADSSESPONSORD ADS$6,596,00068,833
WORKIVA INCWKCOM CL A$4,901,000101,026
TRADEWEB MKTS INCTWCL A$3,418,00034,300

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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