L1 Capital International Pty Ltd 13F Holdings
CIK 0002009023 · Sydney NSW 2000, C3
As of Sep 30, 2025, L1 Capital International Pty Ltd reported 19 positions worth $479.1M in its SEC Form 13F filing.
Top 19 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 269,544 | $75.3M | 15.71% |
| MICROSOFT CORP | MSFT | Technology | 81,108 | $42.0M | 8.77% |
| AERCAP HOLDINGS NV | AER | Industrials | 343,838 | $41.6M | 8.68% |
| AMAZON.COM INC | AMZN | Equity | 164,632 | $36.1M | 7.54% |
| CRH PUBLIC LTD CO | CRH | Basic Materials | 269,106 | $32.3M | 6.73% |
| BOOKING HOLDINGS INC | BKNG | Industrials | 5,068 | $27.4M | 5.71% |
| MASTERCARD INC | MA | Financial Services | 42,173 | $24.0M | 5.01% |
| VISA INC-CLASS A SHARES | V | Financial Services | 69,763 | $23.8M | 4.97% |
| INTERCONTINENTAL EXCHANGE INC | ICE | Financial Services | 140,001 | $23.6M | 4.92% |
| JACOBS SOLUTIONS INC | J | Industrials | 156,055 | $23.4M | 4.88% |
| INTUIT INC | INTU | Technology | 31,476 | $21.5M | 4.49% |
| DANAHER CORP | DHR | Healthcare | 98,938 |