Lakehouse Capital

Companies held · 10

Every company Lakehouse Capital has disclosed a position in across our archive, with the letter that last mentioned it.

• AdyenMay 2026
• AlphabetMay 2026
• AmazonMay 2026
• KinaxisMay 2026
• MercadoLibreMay 2026
• MicrosoftMay 2026
• SansanMay 2026
• ServiceNowMay 2026
• WorkdayMay 2026
• WorkivaMay 2026

Theses · 10

• ServiceNow

  February 2026

  ServiceNow is a mission-critical enterprise workflow platform monetizing Gen-AI with strong growth, high renewals, and an attractive valuation.

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• FINEOS Corporation Holdings plc

  February 2026

  FINEOS Corporation Holdings plc is a cloud-native core insurance software provider with expanding profitability, embedded AI, sticky enterprise relationships, revenue visibility to 2027, and an attractive valuation versus peers.

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• SiteMinder Limited

  February 2026

  SiteMinder Limited is a hotel commerce and distribution platform with accelerating growth, resilient per-property pricing, essential AI-era infrastructure, improving unit economics, and an attractive valuation.

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• Workiva

  February 2026

  Workiva is the leading cloud reporting and compliance platform with sticky demand, accelerating margins, and growing AI-enabled capabilities.

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• Sansan

  February 2026

  Sansan is Japan's leading business contact platform expanding into adjacent products, leveraging AI, and showing strong operating leverage at a low valuation.

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• MercadoLibre

  February 2026

  MercadoLibre is Latin America's leading e-commerce and fintech platform with strong network effects, rapid growth, AI integration, and a historically low valuation.

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• Adyen

  February 2026

  Adyen is a unified global payments platform gaining share with superior economics, data-driven AI features, and an attractive low valuation.

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• Cogstate Ltd

  February 2026

  Cogstate Ltd is a neurocognitive assessment provider for CNS clinical trials with surging contract wins, growing backlog and channel leverage, positioning it to capture large Phase 3 opportunities.

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• Pinterest

  June 2025

  Pinterest is a unique visual discovery platform with strong commercial intent and significant growth potential in advertising, bolstered by recent CEO leadership and innovative tools that enhance monetization strategies.

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• Kinaxis

  March 2025

  Kinaxis is a top investment in supply chain planning software with a strong reputation, high customer retention, and growing free cash flow margins as it transitions to a full cloud offering.

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Letter archive · 9

Funds · 2

• Lakehouse Capital Global Growth Fund6
• Lakehouse Small Companies Fund3