Portfolio (Quarterly) Guide ↗

Lakehouse Capital Pty Ltd

· CIK 0001844830

13F Portfolio $148M AUM 13 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 7 Added 4 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	WIX	WIX COM LTD	Technology	109,830	$11.4M	8.23%	SOLD

Sector Allocation

Technology 38.7%

Consumer Cyclical 35.3%

Financial Services 12.9%

Communication Services 10.3%

Healthcare 2.9%