Institutions / L1 Capital International Pty Ltd
L1 Capital International Pty Ltd
CIK 2009023 · Institution · as of Dec 31, 2025
Portfolio value
$1.93B
Positions
21
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| AerCap Holdings N.V. | $219.59M | 11.4% |
| Amazon.com Inc | $173.89M | 9.0% |
| Microsoft Corp | $165.59M | 8.6% |
| Crh Public Ltd Co | $147.64M | 7.6% |
| Booking Holdings Inc | $126.73M | 6.6% |
| Visa Inc | $112.12M | 5.8% |
| Mastercard Inc | $110.53M | 5.7% |
| Intercontinental Exchange, Inc. | $106.45M | 5.5% |
| Intuit Inc. | $97.02M | 5.0% |
| Jacobs Solutions Inc. | $95.84M | 5.0% |
| Danaher Corp /De | $91.62M | 4.7% |
| NVIDIA Corp | $73.41M | 3.8% |
| Salesforce Inc | $67.75M | 3.5% |
| Marsh & McLennan Companies, Inc. | $66.32M | 3.4% |
| Alphabet Inc. | $65.19M | 3.4% |
| Uber Technologies, Inc | $54.41M | 2.8% |
| American Express Co | $47.68M | 2.5% |
| HCA Healthcare, Inc. | $42.95M | 2.2% |
| CDW Corp | $38.42M | 2.0% |
| Alphabet Inc. | $18.37M | 0.9% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $13.17M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.