L1 Capital International Pty Ltd: 13F holdings
CIK 20090232026Q2
| Positions | 21 |
|---|
| Reported value | $1.7bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 21 (-2 vs prior quarter) |
|---|
| Reported value | $1.7bn (+1.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AERCAP HOLDINGS NV | 1,301,426 | $189.7m | 11.1% |
| AMZN AMAZON COM INC | 713,270 | $170.0m | 10.0% |
| NVDA NVIDIA CORPORATION | 626,510 | $125.4m | 7.3% |
| CRH PLC | 1,130,403 | $121.0m | 7.1% |
| V VISA INC | 319,699 | $109.7m | 6.4% |
| MA MASTERCARD INCORPORATED | 208,150 | $106.9m | 6.3% |
| BKNG BOOKING HOLDINGS INC | 571,760 | $101.9m | 6.0% |
| DHR DANAHER CORP DEL | 507,252 | $96.6m | 5.7% |
| MSFT MICROSOFT CORP | 239,273 | $89.3m | 5.2% |
| J JACOBS SOLUTIONS INC | 692,407 | $87.2m | 5.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2009023")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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