Portfolio (Quarterly) Guide ↗

Lakehouse Capital Pty Ltd

· CIK 0001844830

13F Portfolio $90M AUM 12 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 1 Added 3 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PINS	PINTEREST INC	Communication Services	179,770	$4.8M	3.25%	SOLD

Sector Allocation

Consumer Cyclical 40.9%

Technology 34.7%

Financial Services 16.2%

Healthcare 8.1%