13F HOLDINGS REPORT
L1 Capital International Pty Ltd
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001085146-25-003342
Total Value
$363.4M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HCA HEALTHCARE INC | HCA | 97,012 | $33.5M | 9.22% |
| 2 | AERCAP HOLDINGS NV | AER | 322,882 | $33.0M | 9.08% |
| 3 | MICROSOFT CORP | MSFT | 79,091 | $29.7M | 8.17% |
| 4 | AMAZON COM INC | AMZN | 149,816 | $28.5M | 7.84% |
| 5 | VISA INC | V | 68,029 | $23.8M | 6.56% |
| 6 | CRH PLC | CRH | 262,417 | $23.1M | 6.35% |
| 7 | BOOKING HOLDINGS INC | BKNG | 4,942 | $22.8M | 6.26% |
| 8 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 131,510 | $22.7M | 6.24% |
| 9 | MASTERCARD INCORPORATED | MA | 41,125 | $22.5M | 6.20% |
| 10 | MARSH & MCLENNAN COS INC | 571748102 | 76,869 | $18.8M | 5.16% |
| 11 | EAGLE MATLS INC | 26969P108 | 84,271 | $18.7M | 5.15% |
| 12 | UNITEDHEALTH GROUP INC | UNH | 29,659 | $15.5M | 4.27% |
| 13 | JACOBS SOLUTIONS INC | J | 127,033 | $15.4M | 4.23% |
| 14 | INTUIT | INTU | 20,325 | $12.5M | 3.43% |
| 15 | ALPHABET INC | GOOG | 73,339 | $11.5M | 3.15% |
| 16 | AMERICAN EXPRESS CO | AXP | 32,950 | $8.9M | 2.44% |
| 17 | DANAHER CORPORATION | 235851102 | 38,240 | $7.8M | 2.16% |
| 18 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 45,652 | $7.6M | 2.09% |
| 19 | CDW CORP | CDW | 45,072 | $7.2M | 1.99% |