Portfolio (Quarterly)
Guide ↗
Lakehouse Capital Pty Ltd
· CIK 0001844830| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VEEV | VEEVA SYS INC | Healthcare | 37,377.0 | $6.6M | 7.33% | +21K | +125.8% | $177.46 | +59.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Consumer Cyclical
40.9%
Technology
34.7%
Financial Services
16.2%
Healthcare
8.1%