L1 Capital International Pty as of Dec. 31, 2025
Portfolio Holdings for L1 Capital International Pty
L1 Capital International Pty holds 21 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aercap Holdings Nv SHS (AER) | 11.4 | $220M | 1.5M | 143.76 | |
| Amazon (AMZN) | 9.0 | $174M | 753k | 230.82 | |
| Microsoft Corporation (MSFT) | 8.6 | $166M | 342k | 483.62 | |
| CRH Ord (CRH) | 7.6 | $148M | 1.2M | 124.80 | |
| Booking Holdings (BKNG) | 6.6 | $127M | 24k | 5355.33 | |
| Visa Com Cl A (V) | 5.8 | $112M | 320k | 350.71 | |
| Mastercard Incorporated Cl A (MA) | 5.7 | $111M | 194k | 570.88 | |
| Intercontinental Exchange (ICE) | 5.5 | $107M | 657k | 161.96 | |
| Intuit (INTU) | 5.0 | $97M | 147k | 662.42 | |
| Jacobs Engineering Group (J) | 5.0 | $96M | 724k | 132.46 | |
| Danaher Corporation (DHR) | 4.7 | $92M | 400k | 228.92 | |
| NVIDIA Corporation (NVDA) | 3.8 | $73M | 394k | 186.50 | |
| salesforce (CRM) | 3.5 | $68M | 256k | 264.91 | |
| Marsh & McLennan Companies | 3.4 | $66M | 358k | 185.52 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $65M | 208k | 313.00 | |
| Uber Technologies (UBER) | 2.8 | $54M | 666k | 81.71 | |
| American Express Company (AXP) | 2.5 | $48M | 129k | 369.95 | |
| Hca Holdings (HCA) | 2.2 | $43M | 92k | 466.86 | |
| Cdw (CDW) | 2.0 | $38M | 282k | 136.20 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $18M | 59k | 313.80 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $13M | 43k | 303.89 |
