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Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” May 2024 investor letter. A copy of the letter can be downloaded here.
Lakehouse Capital specializes in investing in mid to large-capitalization global growth companies primarily located in developed markets. Our focus is on identifying and supporting current and emerging market leaders poised for substantial long-term growth.
Nick Thomson serves as the Portfolio Manager for the Lakehouse Global Growth Fund. Before taking on this role, Nick played a pivotal role in the firm’s research endeavors, particularly in loyalty programs, and actively contributed to portfolio management discussions. Before joining Lakehouse, Nick gained valuable experience as an Investment Analyst at Dakota Capital, focusing on both private and public investments. His responsibilities included raising, deploying, and managing multiple investment funds, with roles based in Sydney and New York. Earlier in his career, Nick worked as an options market maker at Liquid Capital. Nick Thomson holds a Bachelor of Commerce (Finance Honours) from the University of Sydney.
Lakehouse Capital Pty Ltd, headquartered in Sydney, NSW, reported $128,578,000 in managed 13F securities in their latest Q1 2024 filing, with a significant top 10 holdings concentration of 86.99%. Their leading position is in Amazon.com Inc., holding 111,414 shares.
