L1 Capital International Pty Ltd

Q2 2025 13F Holdings

  • Location
    sydney nsw 2000, C3
  • Num holdings

    19

  • Value ($000)

    $407,543

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0002009023
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$41.55M
10 %

79,583

AER
AER

AERCAP HOLDINGS NV

SHS
N00985106
$37.19M
9 %

337,375

AMZN
AMZN

AMAZON COM INC

COM
023135106
$35.97M
9 %

161,538

---

CRH PLC

ORD
G25508105
$28.86M
7 %

264,048

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$27.42M
7 %

53,371

BKNG
BKNG

BOOKING HOLDINGS INC

COM
09857L108
$26.88M
7 %

4,972

ICE
ICE

INTERCONTINENTAL EXCHANGE IN

COM
45866F104
$25.61M
6 %

137,369

MA
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$23.77M
6 %

41,381

V
V

VISA INC

COM CL A
92826C839
$23.05M
6 %

68,452

J
J

JACOBS SOLUTIONS INC

COM
46982L108
$22.69M
6 %

153,121

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