13F HOLDINGS REPORT
L1 Capital International Pty Ltd
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0002009023-25-000002
Total Value
$479.1M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 269,544 | $75.3M | 15.71% |
| 2 | MICROSOFT CORP | MSFT | 81,108 | $42.0M | 8.77% |
| 3 | AERCAP HOLDINGS NV | AER | 343,838 | $41.6M | 8.68% |
| 4 | AMAZON COM INC | AMZN | 164,632 | $36.1M | 7.54% |
| 5 | CRH PLC | CRH | 269,106 | $32.3M | 6.73% |
| 6 | BOOKING HOLDINGS INC | BKNG | 5,068 | $27.4M | 5.71% |
| 7 | MASTERCARD INCORPORATED | MA | 42,173 | $24.0M | 5.01% |
| 8 | VISA INC | V | 69,763 | $23.8M | 4.97% |
| 9 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 140,001 | $23.6M | 4.92% |
| 10 | JACOBS SOLUTIONS INC | J | 156,055 | $23.4M | 4.88% |
| 11 | INTUIT | INTU | 31,476 | $21.5M | 4.49% |
| 12 | DANAHER CORPORATION | 235851102 | 98,938 | $19.6M | 4.09% |
| 13 | MARSH & MCLENNAN COS INC | 571748102 | 78,829 | $15.9M | 3.32% |
| 14 | UBER TECHNOLOGIES INC | UBER | 145,127 | $14.2M | 2.97% |
| 15 | NVIDIA CORPORATION | NVDA | 75,263 | $14.0M | 2.93% |
| 16 | HCA HEALTHCARE INC | HCA | 32,799 | $14.0M | 2.92% |
| 17 | ALPHABET INC | GOOG | 47,943 | $11.7M | 2.44% |
| 18 | CDW CORP | CDW | 60,197 | $9.6M | 2.00% |
| 19 | AMERICAN EXPRESS CO | AXP | 27,585 | $9.2M | 1.91% |