L1 Capital International Pty as of Dec. 31, 2024
Portfolio Holdings for L1 Capital International Pty
L1 Capital International Pty holds 18 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.9 | $32M | 77k | 421.50 | |
| Amazon (AMZN) | 9.8 | $32M | 146k | 219.39 | |
| Aercap Holdings Nv SHS (AER) | 8.6 | $28M | 294k | 95.70 | |
| Hca Holdings (HCA) | 8.1 | $27M | 88k | 300.15 | |
| CRH Ord (CRH) | 8.0 | $26M | 282k | 92.52 | |
| Booking Holdings (BKNG) | 6.7 | $22M | 4.4k | 4968.42 | |
| Mastercard Incorporated Cl A (MA) | 6.5 | $21M | 40k | 526.57 | |
| Visa Com Cl A (V) | 6.4 | $21M | 66k | 316.04 | |
| Intercontinental Exchange (ICE) | 5.8 | $19M | 128k | 149.01 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.2 | $17M | 88k | 190.44 | |
| Marsh & McLennan Companies (MMC) | 4.9 | $16M | 75k | 212.41 | |
| UnitedHealth (UNH) | 4.5 | $15M | 29k | 505.86 | |
| Jacobs Engineering Group (J) | 3.7 | $12M | 90k | 133.62 | |
| Intuit (INTU) | 2.9 | $9.5M | 15k | 628.50 | |
| American Express Company (AXP) | 2.4 | $7.7M | 26k | 296.79 | |
| Coca-cola Europacific Partne SHS (CCEP) | 2.4 | $7.7M | 100k | 76.81 | |
| Cdw (CDW) | 2.3 | $7.6M | 44k | 174.04 | |
| Cme (CME) | 1.8 | $6.0M | 26k | 232.23 |
