L1 CAPITAL INTERNATIONAL PTY LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AER | 344K | $41.60M |
 | TSM | 270K | $75.28M |
 | CRH | 269K | $32.27M |
 | AMZN | 165K | $36.15M |
 | J | 156K | $23.39M |
 | UBER | 145K | $14.22M |
 | ICE | 140K | $23.59M |
 | DHR | 99K | $19.62M |
 | MSFT | 81K | $42.01M |
 | MMC | 79K | $15.89M |
 | NVDA | 75K | $14.04M |
 | V | 70K | $23.82M |
 | CDW | 60K | $9.59M |
 | GOOG | 48K | $11.68M |
 | MA | 42K | $23.99M |
 | HCA | 33K | $13.98M |
 | INTU | 31K | $21.50M |
 | AXP | 28K | $9.16M |
 | BKNG | 5K | $27.36M |
AerCap Holdings N.V.
AER
Shares Held
344K
Value
$41.60M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
270K
Value
$75.28M
CRH plc
CRH
Shares Held
269K
Value
$32.27M
Amazon.com, Inc.
AMZN
Shares Held
165K
Value
$36.15M
Jacobs Solutions Inc.
J
Shares Held
156K
Value
$23.39M
Uber Technologies, Inc.
UBER
Shares Held
145K
Value
$14.22M
Intercontinental Exchange, Inc.
ICE
Shares Held
140K
Value
$23.59M
Danaher Corporation
DHR
Shares Held
99K
Value
$19.62M
Microsoft Corporation
MSFT
Shares Held
81K
Value
$42.01M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
79K
Value
$15.89M
NVIDIA Corporation
NVDA
Shares Held
75K
Value
$14.04M
Visa Inc.
V
Shares Held
70K
Value
$23.82M
CDW Corporation
CDW
Shares Held
60K
Value
$9.59M
Alphabet Inc.
GOOG
Shares Held
48K
Value
$11.68M
Mastercard Incorporated
MA
Shares Held
42K
Value
$23.99M
HCA Healthcare, Inc.
HCA
Shares Held
33K
Value
$13.98M
Intuit Inc.
INTU
Shares Held
31K
Value
$21.50M
American Express Company
AXP
Shares Held
28K
Value
$9.16M
Booking Holdings Inc.
BKNG
Shares Held
5K
Value
$27.36M