13F HOLDINGS REPORT
L1 Capital International Pty Ltd
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0002009023-26-000002
Total Value
$1.93B
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AERCAP HOLDINGS NV | AER | 1,527,454 | $219.6M | 11.35% |
| 2 | AMAZON COM INC | AMZN | 753,367 | $173.9M | 8.99% |
| 3 | MICROSOFT CORP | MSFT | 342,401 | $165.6M | 8.56% |
| 4 | CRH PLC | CRH | 1,183,012 | $147.6M | 7.63% |
| 5 | BOOKING HOLDINGS INC | BKNG | 23,665 | $126.7M | 6.55% |
| 6 | VISA INC | V | 319,684 | $112.1M | 5.80% |
| 7 | MASTERCARD INCORPORATED | MA | 193,609 | $110.5M | 5.71% |
| 8 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 657,279 | $106.5M | 5.50% |
| 9 | INTUIT | INTU | 146,458 | $97.0M | 5.01% |
| 10 | JACOBS SOLUTIONS INC | J | 723,533 | $95.8M | 4.95% |
| 11 | DANAHER CORPORATION | 235851102 | 400,246 | $91.6M | 4.74% |
| 12 | NVIDIA CORPORATION | NVDA | 393,598 | $73.4M | 3.79% |
| 13 | SALESFORCE INC | CRM | 255,733 | $67.7M | 3.50% |
| 14 | MARSH & MCLENNAN COS INC | 571748102 | 357,469 | $66.3M | 3.43% |
| 15 | ALPHABET INC | GOOG | 208,288 | $65.2M | 3.37% |
| 16 | UBER TECHNOLOGIES INC | UBER | 665,918 | $54.4M | 2.81% |
| 17 | AMERICAN EXPRESS CO | AXP | 128,875 | $47.7M | 2.46% |
| 18 | HCA HEALTHCARE INC | HCA | 91,987 | $42.9M | 2.22% |
| 19 | CDW CORP | CDW | 282,072 | $38.4M | 1.99% |
| 20 | ALPHABET INC | GOOG | 58,547 | $18.4M | 0.95% |
| 21 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 43,329 | $13.2M | 0.68% |