L1 Capital International Pty as of June 30, 2025
Portfolio Holdings for L1 Capital International Pty
L1 Capital International Pty holds 19 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.2 | $42M | 80k | 522.04 | |
| Aercap Holdings Nv SHS (AER) | 9.1 | $37M | 337k | 110.24 | |
| Amazon (AMZN) | 8.8 | $36M | 162k | 222.69 | |
| CRH Ord (CRH) | 7.1 | $29M | 264k | 109.30 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.7 | $27M | 53k | 513.70 | |
| Booking Holdings (BKNG) | 6.6 | $27M | 5.0k | 5405.91 | |
| Intercontinental Exchange (ICE) | 6.3 | $26M | 137k | 186.40 | |
| Mastercard Incorporated Cl A (MA) | 5.8 | $24M | 41k | 574.32 | |
| Visa Com Cl A (V) | 5.7 | $23M | 69k | 336.78 | |
| Jacobs Engineering Group (J) | 5.6 | $23M | 153k | 148.16 | |
| Hca Holdings (HCA) | 4.8 | $20M | 51k | 381.61 | |
| Eagle Materials (EXP) | 4.7 | $19M | 85k | 225.16 | |
| Intuit (INTU) | 4.0 | $16M | 22k | 749.00 | |
| Marsh & McLennan Companies | 3.9 | $16M | 77k | 203.67 | |
| American Express Company (AXP) | 3.0 | $12M | 41k | 297.43 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $10M | 50k | 202.09 | |
| Danaher Corporation (DHR) | 2.4 | $9.7M | 48k | 200.56 | |
| Cdw (CDW) | 1.8 | $7.4M | 45k | 162.92 | |
| Uber Technologies (UBER) | 1.1 | $4.6M | 52k | 89.56 |
