L1 Capital International Pty Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.68B
Q ending 2026-03-31
Prior quarter
$1.93B
Q ending 2025-12-31
Change
-13.3% QoQ · +361.6% YoY
Positions
23
reported holdings
Largest positions
All 23 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Aercap Holdings Nv | Shares | $184.5M | 1.3M | |
| Amazon Com Inc | AMZN | Shares | $154.8M | 743K |
| Microsoft Corp | MSFT | Shares | $125.1M | 338K |
| Crh Plc | Shares | $122.7M | 1.2M | |
| Mastercard Incorporated | MA | Shares | $101.1M | 202K |
| Visa Inc | V | Shares | $99.8M | 330K |
| Booking Holdings Inc | BKNG | Shares | $99.6M | 24K |
| Intercontinental Exchange In | ICE | Shares | $97.0M | 617K |
| Jacobs Solutions Inc | J | Shares | $90.9M | 714K |
| Danaher Corp Del | DHR | Shares | $75.1M | 396K |
| Nvidia Corporation | NVDA | Shares | $68.1M | 390K |
| Intuit | INTU | Shares | $66.7M | 154K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $61.2M | 353K |
| Cdw Corp | CDW | Shares | $49.7M | 411K |
| Salesforce Inc | CRM | Shares | $48.2M | 258K |
| Uber Technologies Inc | UBER | Shares | $47.2M | 656K |
| Alphabet Inc | GOOGL | Shares | $40.9M | 142K |
| American Express Co | AXP | Shares | $38.2M | 126K |
| Apollo Global Mgmt Inc | APO | Shares | $29.4M | 263K |
| Tetra Tech Inc New | TTEK | Shares | $28.8M | 956K |
| Hca Healthcare Inc | HCA | Shares | $17.9M | 38K |
| Taiwan Semiconductor Manufac | TSM | Shares | $15.5M | 46K |
| Alphabet Inc | GOOG | Shares | $15.2M | 53K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.