L1 Capital International Pty as of June 30, 2026
Portfolio Holdings for L1 Capital International Pty
L1 Capital International Pty holds 21 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aercap Holdings Nv SHS (AER) | 11.1 | $190M | 1.3M | 145.78 | |
| Amazon (AMZN) | 10.0 | $170M | 713k | 238.34 | |
| NVIDIA Corporation (NVDA) | 7.3 | $125M | 627k | 200.09 | |
| CRH Ord (CRH) | 7.1 | $121M | 1.1M | 107.00 | |
| Visa Com Cl A (V) | 6.4 | $110M | 320k | 343.09 | |
| Mastercard Incorporated Cl A (MA) | 6.3 | $107M | 208k | 513.60 | |
| Booking Holdings (BKNG) | 6.0 | $102M | 572k | 178.24 | |
| Danaher Corporation (DHR) | 5.7 | $97M | 507k | 190.48 | |
| Microsoft Corporation (MSFT) | 5.2 | $89M | 239k | 373.02 | |
| Jacobs Engineering Group (J) | 5.1 | $87M | 692k | 126.00 | |
| Intercontinental Exchange (ICE) | 5.1 | $87M | 708k | 123.11 | |
| Marsh & McLennan Companies (MRSH) | 3.3 | $57M | 341k | 166.67 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $49M | 137k | 357.37 | |
| American Express Company (AXP) | 2.9 | $49M | 144k | 338.25 | |
| Hca Holdings (HCA) | 2.7 | $46M | 118k | 389.89 | |
| Uber Technologies (UBER) | 2.7 | $46M | 634k | 72.16 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.6 | $44M | 124k | 353.33 | |
| Apollo Global Mgmt (APO) | 2.3 | $40M | 336k | 118.31 | |
| Intuit (INTU) | 2.3 | $39M | 149k | 261.00 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.6 | $27M | 57k | 477.57 | |
| Tetra Tech (TTEK) | 1.6 | $27M | 925k | 28.89 |
