Lakehouse Capital
Lakehouse Capital Global Growth Fund
Global Large-cap Growth
Mar 2025 → Aug 2026
Our archive holds 8 letters from this strategy, behind 10 investment theses and positions in 11 companies. Every quote below is copied verbatim from the letter it came from.
8 letters in 2 years — follow all of Lakehouse Capital for every strategy.
Also held
Its investment theses
- AdyenAug 2026Adyen has durable growth runway from wallet share expansion and platform expansion beyond core payments, making it stickier and enlarging its addressable market.
- SansanJul 2026Sansan is attractive for its strong revenue growth, operational leverage, expanding margins, and management’s credible growth and profitability targets.
- AlphabetJul 2026Alphabet is a core holding because its integrated AI stack and ongoing reinvestment position it to benefit from AI adoption over the long term.
- ServiceNowFeb 2026ServiceNow is a mission-critical enterprise workflow platform monetizing Gen-AI with strong growth, high renewals, and an attractive valuation.
- WorkivaFeb 2026Workiva is the leading cloud reporting and compliance platform with sticky demand, accelerating margins, and growing AI-enabled capabilities.
- SansanFeb 2026Sansan is Japan's leading business contact platform expanding into adjacent products, leveraging AI, and showing strong operating leverage at a low valuation.
- MercadoLibreFeb 2026MercadoLibre is Latin America's leading e-commerce and fintech platform with strong network effects, rapid growth, AI integration, and a historically low valuation.
- AdyenFeb 2026Adyen is a unified global payments platform gaining share with superior economics, data-driven AI features, and an attractive low valuation.
- PinterestJun 2025Pinterest 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.
- KinaxisMar 2025Kinaxis 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.