L1 Capital International Pty Ltd
L1 Capital International Pty Ltd reported 21 holdings worth US$1.71B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
L1 Capital International Pty Ltd reported 21 holdings worth US$1.71B as of Jun 30, 2026. Largest: Amazon.com, Inc., Nvidia Corporation and Visa Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 21
- Value as reported
- US$1.71B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Amazon.com, Inc. | 713K | US$170M | 10.0% |
| Nvidia Corporation | 627K | US$125M | 7.3% |
| Visa Inc. | 320K | US$110M | 6.4% |
| Mastercard Incorporated | 208K | US$107M | 6.3% |
| Booking Holdings Inc. Common Stock | 572K | US$102M | 6.0% |
| Danaher Corporation | 507K | US$96.6M | 5.7% |
| Alphabet Inc (google) Class C | 259K | US$92.7M | 5.4% |
| Microsoft Corp. | 239K | US$89.3M | 5.2% |
| Jacobs Solutions Inc. | 692K | US$87.2M | 5.1% |
| Intercontinental Exchange Inc. | 708K | US$87.2M | 5.1% |
| Marsh | 341K | US$56.8M | 3.3% |
| American Express Company | 144K | US$48.8M | 2.9% |
| Hca Healthcare, Inc. | 118K | US$46.1M | 2.7% |
| Uber Technologies, Inc. | 634K | US$45.8M | 2.7% |
| Apollo Global Management, Inc. (new) | 336K | US$39.8M | 2.3% |
| Intuit Inc. | 149K | US$39M | 2.3% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 56,650 | US$27.1M | 1.6% |
| Tetra Tech, Inc. | 925K | US$26.7M | 1.6% |
| Cdw Corporation | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |