Hedge Fund - Lakehouse Capital

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No. Security Ticker Shares Value Activity % Port History
1. MELI 11,809 $24,231,000 17.04%
2. AMZN 111,414 $20,759,000 14.6%
3. NOW 13,972 $12,496,000 -22% 8.79%
4. SPOT 33,089 $12,194,000 8.57%
5. GOOGL 65,660 $10,977,000 -20% 7.72%