13F HOLDINGS REPORT
L1 Capital International Pty Ltd
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001085146-25-001659
Total Value
$325.5M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 76,796 | $32.4M | 9.95% |
| 2 | AMAZON COM INC | AMZN | 145,471 | $31.9M | 9.81% |
| 3 | AERCAP HOLDINGS NV | AER | 293,563 | $28.1M | 8.63% |
| 4 | HCA HEALTHCARE INC | HCA | 88,347 | $26.5M | 8.15% |
| 5 | CRH PLC | CRH | 282,016 | $26.1M | 8.02% |
| 6 | BOOKING HOLDINGS INC | BKNG | 4,389 | $21.8M | 6.70% |
| 7 | MASTERCARD INCORPORATED | MA | 39,933 | $21.0M | 6.46% |
| 8 | VISA INC | V | 66,056 | $20.9M | 6.41% |
| 9 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 127,581 | $19.0M | 5.84% |
| 10 | ALPHABET INC | GOOG | 88,436 | $16.8M | 5.17% |
| 11 | MARSH & MCLENNAN COS INC | 571748102 | 74,639 | $15.9M | 4.87% |
| 12 | UNITEDHEALTH GROUP INC | UNH | 28,921 | $14.6M | 4.49% |
| 13 | JACOBS SOLUTIONS INC | J | 90,151 | $12.0M | 3.70% |
| 14 | INTUIT | INTU | 15,036 | $9.5M | 2.90% |
| 15 | AMERICAN EXPRESS CO | AXP | 25,952 | $7.7M | 2.37% |
| 16 | COCA-COLA EUROPACIFIC PARTNE | CCEP | 99,960 | $7.7M | 2.36% |
| 17 | CDW CORP | CDW | 43,764 | $7.6M | 2.34% |
| 18 | CME GROUP INC | CME | 25,650 | $6.0M | 1.83% |