L1 Capital International Pty
$1.7B 13F equity value
23 Holdings
Quarter ended June 30, 2026
The latest 13F on file for L1 Capital International Pty covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AER | AERCAP HOLDINGS NV | 1,301,426 | $190M | 11.1% |
| AMZN | AMAZON COM INC | 713,270 | $170M | 10.0% |
| NVDA | NVIDIA CORPORATION | 626,510 | $125M | 7.3% |
| CRH | CRH PLC | 1,130,403 | $121M | 7.1% |
| V | VISA INC | 319,699 | $110M | 6.4% |
| MA | MASTERCARD INCORPORATED | 208,150 | $107M | 6.3% |
| BKNG | BOOKING HOLDINGS INC | 571,760 | $102M | 6.0% |
| DHR | DANAHER CORP DEL | 507,252 | $97M | 5.7% |
| MSFT | MICROSOFT CORP | 239,273 | $89M | 5.2% |
| J | JACOBS SOLUTIONS INC | 692,407 | $87M | 5.1% |
Track L1 Capital International Pty's 13F portfolio: $1.7B in reported holdings, 23 positions. Top holdings and quarterly changes on SentiSense.
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