L1 CAPITAL INTERNATIONAL PTY LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AER | 1.53M | $219.59M |
 | CRH | 1.18M | $147.64M |
 | AMZN | 753K | $173.89M |
 | J | 724K | $95.84M |
 | UBER | 666K | $54.41M |
 | ICE | 657K | $106.45M |
 | DHR | 400K | $91.62M |
 | NVDA | 394K | $73.41M |
 | MMC | 357K | $66.32M |
 | MSFT | 342K | $165.59M |
 | V | 320K | $112.12M |
 | CDW | 282K | $38.42M |
 | CRM | 256K | $67.75M |
 | GOOGL | 208K | $65.19M |
 | MA | 194K | $110.53M |
 | INTU | 146K | $97.02M |
 | AXP | 129K | $47.68M |
 | HCA | 92K | $42.95M |
 | GOOG | 59K | $18.37M |
 | TSM | 43K | $13.17M |
AerCap Holdings N.V.
AER
Shares Held
1.53M
Value
$219.59M
CRH plc
CRH
Shares Held
1.18M
Value
$147.64M
Amazon.com, Inc.
AMZN
Shares Held
753K
Value
$173.89M
Jacobs Solutions Inc.
J
Shares Held
724K
Value
$95.84M
Uber Technologies, Inc.
UBER
Shares Held
666K
Value
$54.41M
Intercontinental Exchange, Inc.
ICE
Shares Held
657K
Value
$106.45M
Danaher Corporation
DHR
Shares Held
400K
Value
$91.62M
NVIDIA Corporation
NVDA
Shares Held
394K
Value
$73.41M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
357K
Value
$66.32M
Microsoft Corporation
MSFT
Shares Held
342K
Value
$165.59M
Visa Inc.
V
Shares Held
320K
Value
$112.12M
CDW Corporation
CDW
Shares Held
282K
Value
$38.42M
Salesforce, Inc.
CRM
Shares Held
256K
Value
$67.75M
Alphabet Inc.
GOOGL
Shares Held
208K
Value
$65.19M
Mastercard Incorporated
MA
Shares Held
194K
Value
$110.53M
Intuit Inc.
INTU
Shares Held
146K
Value
$97.02M
American Express Company
AXP
Shares Held
129K
Value
$47.68M
HCA Healthcare, Inc.
HCA
Shares Held
92K
Value
$42.95M
Alphabet Inc.
GOOG
Shares Held
59K
Value
$18.37M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
43K
Value
$13.17M