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Lakehouse Capital PTY LTD
Lakehouse Capital Pty Ltd is a boutique investment management firm headquartered in Sydney, Australia, founded in 2016. The firm specializes in growth equity management and offers two primary funds: the Lakehouse Small Companies Fund and the Lakehouse Global Growth Fund Active ETF. Lakehouse employs a concentrated strategy and a long-term investment philosophy, with their investment team personally invested across both funds for alignment with clients. The team consists of fewer than 25 employees, sharing diverse professional backgrounds in global and regional investment roles. Lakehouse serves institutional and individual investors seeking capital appreciation through patient, high-conviction growth equity investing.
Investment Strategy
Lakehouse Capital focuses on long-term, high-conviction equity investment, typically holding around 18–20 positions at a time. The firm emphasizes a patient approach, favoring multi-year holding periods and seeking opportunities with asymmetric risk/reward profiles—multiple ways to win, few ways to lose. Investments span mid-to-large cap growth companies globally and fast-growing smaller firms in Australia and New Zealand. Lakehouse backs industry leaders characterized by pricing power, durable competitive advantages (such as network effects or unique IP), and managers with proven capital allocation. The firm concentrates on compounding investor wealth and intentionally maintains a compact portfolio for deeper understanding and conviction, staying aligned with clients through personal staff investments in the funds.
Latest 13F Filing Activity
Lakehouse Capital PTY LTD filed their most recent 13F report on Jun 30, 2025 disclosing 13 equity positions with a total 13F market value of $164M. The fund increased holdings in Mercadolibre Inc., Sea LTD Sponsord Ads, Servicenow Inc. among other positions. Lakehouse Capital PTY LTD reduced exposure to Visa Inc., Amazon Com Inc., Wix Com LTD among others.
Top Holdings
Equity Positions (13)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MELI | MERCADOLIBRE INC | 18.83% | $30.9M | 11,809 | $1483.79 | $2613.63 | +$7.8M |
A AMZN | AMAZON COM INC | 12.67% | $20.8M | 94,629 | $166.59 | $219.39 | -$437.0K |
S SE | SEA LTD SPONSORD ADS | 10.97% | $18.0M | 112,383 | $63.84 | $159.94 | +$3.3M |
G GOOG | ALPHABET INC | 9.15% | $15.0M | 84,555 | $119.12 | $177.39 | +$1.8M |
S SCHW | SCHWAB CHARLES CORP | 8.71% | $14.3M | 156,467 | $71.16 | $91.24 | +$2.0M |
Industry Allocation
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