Hedge Fund - Lakehouse Capital

13F Holdings

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Last updated on October 05, 2026, 7:57pm based on SEC 13F filings Last update: October 05, 2026, 7:57pm

No.	Security	Ticker	Shares	Value	Activity	% Port
1.	Mercadolibre Inc	MELI	11,809	$20,412		17.9%
2.	Servicenow Inc.	NOW	124,338	$16,663		14.61%
3.	Workiva Inc	WK	199,776	$13,299	+98%	11.66%
4.	Veeva Systems Inc	VEEV	37,377	$10,669		9.35%
5.	Microsoft Corp	MSFT	19,927	$10,221	-9%	8.96%