L1 Capital International Pty
$1.7B Assets Reported
23 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AER | AERCAP HOLDINGS NV | 1,344,992 | $185M | 11.0% |
| AMZN | AMAZON COM INC | 743,467 | $155M | 9.2% |
| MSFT | MICROSOFT CORP | 337,991 | $125M | 7.5% |
| CRH | CRH PLC | 1,167,510 | $123M | 7.3% |
| MA | MASTERCARD INCORPORATED | 202,344 | $101M | 6.0% |
| V | VISA INC | 330,356 | $100M | 6.0% |
| BKNG | BOOKING HOLDINGS INC | 23,652 | $100M | 5.9% |
| ICE | INTERCONTINENTAL EXCHANGE IN | 616,718 | $97M | 5.8% |
| J | JACOBS SOLUTIONS INC | 714,271 | $91M | 5.4% |
| DHR | DANAHER CORP DEL | 395,943 | $75M | 4.5% |
Track L1 Capital International Pty's 13F portfolio: $1.7B in reported holdings, 23 positions. Top holdings, AUM, and quarterly changes on SentiSense.