L1 Capital International Pty as of March 31, 2026
Portfolio Holdings for L1 Capital International Pty
L1 Capital International Pty holds 23 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aercap Holdings Nv SHS (AER) | 11.0 | $185M | 1.3M | 137.18 | |
| Amazon (AMZN) | 9.2 | $155M | 744k | 208.27 | |
| Microsoft Corporation (MSFT) | 7.5 | $125M | 338k | 370.17 | |
| CRH Ord (CRH) | 7.3 | $123M | 1.2M | 105.12 | |
| Mastercard Incorporated Cl A (MA) | 6.0 | $101M | 202k | 499.66 | |
| Visa Com Cl A (V) | 6.0 | $100M | 330k | 302.24 | |
| Booking Holdings (BKNG) | 5.9 | $100M | 24k | 4210.32 | |
| Intercontinental Exchange (ICE) | 5.8 | $97M | 617k | 157.28 | |
| Jacobs Engineering Group (J) | 5.4 | $91M | 714k | 127.28 | |
| Danaher Corporation (DHR) | 4.5 | $75M | 396k | 189.60 | |
| NVIDIA Corporation (NVDA) | 4.1 | $68M | 390k | 174.40 | |
| Intuit (INTU) | 4.0 | $67M | 154k | 432.38 | |
| Marsh & McLennan Companies (MRSH) | 3.6 | $61M | 353k | 173.45 | |
| Cdw (CDW) | 3.0 | $50M | 411k | 121.02 | |
| salesforce (CRM) | 2.9 | $48M | 258k | 186.67 | |
| Uber Technologies (UBER) | 2.8 | $47M | 657k | 71.93 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $41M | 142k | 287.56 | |
| American Express Company (AXP) | 2.3 | $38M | 126k | 302.48 | |
| Apollo Global Mgmt (APO) | 1.7 | $29M | 264k | 111.42 | |
| Tetra Tech (TTEK) | 1.7 | $29M | 956k | 30.12 | |
| Hca Holdings (HCA) | 1.1 | $18M | 38k | 473.24 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.9 | $16M | 46k | 337.95 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $15M | 53k | 286.86 |
