L1 Capital International Pty as of Dec. 31, 2023
Portfolio Holdings for L1 Capital International Pty
L1 Capital International Pty holds 19 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.1 | $19M | 51k | 376.04 | |
| Booking Holdings (BKNG) | 8.5 | $16M | 4.6k | 3547.22 | |
| Graphic Packaging Holding Company (GPK) | 8.4 | $16M | 651k | 24.65 | |
| CRH Ord (CRH) | 7.4 | $14M | 203k | 69.16 | |
| Mastercard Incorporated Cl A (MA) | 6.4 | $12M | 29k | 426.51 | |
| Amazon (AMZN) | 6.1 | $12M | 76k | 151.94 | |
| UnitedHealth (UNH) | 5.8 | $11M | 21k | 526.47 | |
| Eagle Materials (EXP) | 5.6 | $11M | 53k | 202.84 | |
| Hca Holdings (HCA) | 5.4 | $10M | 38k | 270.68 | |
| Visa Com Cl A (V) | 5.1 | $9.7M | 37k | 260.35 | |
| Marsh & McLennan Companies (MMC) | 4.6 | $8.8M | 47k | 189.47 | |
| Coca-cola Europacific Partne SHS (CCEP) | 4.1 | $7.8M | 118k | 66.74 | |
| Danaher Corporation (DHR) | 4.0 | $7.6M | 33k | 231.34 | |
| Intuit (INTU) | 3.9 | $7.5M | 12k | 625.03 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.8 | $7.2M | 51k | 140.93 | |
| Intercontinental Exchange (ICE) | 3.0 | $5.8M | 45k | 128.43 | |
| Cdw (CDW) | 3.0 | $5.6M | 25k | 227.32 | |
| Iqvia Holdings (IQV) | 2.6 | $5.0M | 22k | 231.38 | |
| Cme (CME) | 2.1 | $4.1M | 19k | 210.60 |
