L1 Capital International Pty as of March 31, 2025
Portfolio Holdings for L1 Capital International Pty
L1 Capital International Pty holds 19 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hca Holdings (HCA) | 9.2 | $34M | 97k | 345.55 | |
| Aercap Holdings Nv SHS (AER) | 9.1 | $33M | 323k | 102.17 | |
| Microsoft Corporation (MSFT) | 8.2 | $30M | 79k | 375.39 | |
| Amazon (AMZN) | 7.8 | $29M | 150k | 190.26 | |
| Visa Com Cl A (V) | 6.6 | $24M | 68k | 350.46 | |
| CRH Ord (CRH) | 6.4 | $23M | 262k | 87.97 | |
| Booking Holdings (BKNG) | 6.3 | $23M | 4.9k | 4606.91 | |
| Intercontinental Exchange (ICE) | 6.2 | $23M | 132k | 172.50 | |
| Mastercard Incorporated Cl A (MA) | 6.2 | $23M | 41k | 548.12 | |
| Marsh & McLennan Companies | 5.2 | $19M | 77k | 244.03 | |
| Eagle Materials (EXP) | 5.1 | $19M | 84k | 221.93 | |
| UnitedHealth (UNH) | 4.3 | $16M | 30k | 523.75 | |
| Jacobs Engineering Group (J) | 4.2 | $15M | 127k | 120.89 | |
| Intuit (INTU) | 3.4 | $13M | 20k | 613.99 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.2 | $12M | 73k | 156.23 | |
| American Express Company (AXP) | 2.4 | $8.9M | 33k | 269.05 | |
| Danaher Corporation (DHR) | 2.2 | $7.8M | 38k | 205.00 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.1 | $7.6M | 46k | 166.00 | |
| Cdw (CDW) | 2.0 | $7.2M | 45k | 160.26 |
