L1 Capital International Pty as of Sept. 30, 2025
Portfolio Holdings for L1 Capital International Pty
L1 Capital International Pty holds 19 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 15.7 | $75M | 270k | 279.29 | |
| Microsoft Corporation (MSFT) | 8.8 | $42M | 81k | 517.95 | |
| Aercap Holdings Nv SHS (AER) | 8.7 | $42M | 344k | 121.00 | |
| Amazon (AMZN) | 7.5 | $36M | 165k | 219.57 | |
| CRH Ord (CRH) | 6.7 | $32M | 269k | 119.90 | |
| Booking Holdings (BKNG) | 5.7 | $27M | 5.1k | 5399.27 | |
| Mastercard Incorporated Cl A (MA) | 5.0 | $24M | 42k | 568.81 | |
| Visa Com Cl A (V) | 5.0 | $24M | 70k | 341.38 | |
| Intercontinental Exchange (ICE) | 4.9 | $24M | 140k | 168.48 | |
| Jacobs Engineering Group (J) | 4.9 | $23M | 156k | 149.86 | |
| Intuit (INTU) | 4.5 | $22M | 32k | 682.91 | |
| Danaher Corporation (DHR) | 4.1 | $20M | 99k | 198.26 | |
| Marsh & McLennan Companies (MMC) | 3.3 | $16M | 79k | 201.53 | |
| Uber Technologies (UBER) | 3.0 | $14M | 145k | 97.97 | |
| NVIDIA Corporation (NVDA) | 2.9 | $14M | 75k | 186.58 | |
| Hca Holdings (HCA) | 2.9 | $14M | 33k | 426.20 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $12M | 48k | 243.55 | |
| Cdw (CDW) | 2.0 | $9.6M | 60k | 159.28 | |
| American Express Company (AXP) | 1.9 | $9.2M | 28k | 332.16 |
