EdgeMarket › What L1 Capital International Pty Ltd reported owning
What L1 Capital International Pty Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.7BPositions
23Quarter
2026-03-31Shown below
23largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
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| CRH CRH PUBLIC LTD CO | 122.7M | 7.3% | 1.2M | 95.07 | -14.2% |
| MA Mastercard Inc | 101.1M | 6.0% | 202.3K | 580.63 | -2.0% |
| V VISA INC. | 99.8M | 6.0% | 330.4K | 371.04 | +7.9% |
| BKNG Booking Holdings Inc. | 99.6M | 5.9% | 23.7K | 209.62 | -7.1% |
| ICE Intercontinental Exchange, Inc. | 97.0M | 5.8% | 616.7K | 161.25 | -11.1% |
| J JACOBS SOLUTIONS INC. | 90.9M | 5.4% | 714.3K | 150.08 | +2.4% |
| DHR DANAHER CORP /DE/ | 75.1M | 4.5% | 395.9K | 218.85 | +3.5% |
| NVDA NVIDIA CORP | 68.1M | 4.1% | 390.4K | 214.72 | +22.4% |
| INTU INTUIT INC. | 66.7M | 4.0% | 154.4K | 367.00 | -47.5% |
| MRSH MARSH & MCLENNAN COMPANIES, INC. | 61.2M | 3.6% | 352.8K | 192.01 | -9.1% |
| CDW CDW Corp | 49.7M | 3.0% | 411.0K | 137.25 | -17.8% |
| CRM Salesforce, Inc. | 48.2M | 2.9% | 258.2K | 209.17 | -15.1% |
| UBER Uber Technologies, Inc | 47.2M | 2.8% | 656.5K | 78.80 | -15.9% |
| GOOGL Alphabet Inc. | 40.9M | 2.4% | 142.2K | 344.82 | +73.0% |
| AXP AMERICAN EXPRESS CO | 38.2M | 2.3% | 126.4K | 336.00 | +8.9% |
| APO Apollo Global Management, Inc. | 29.4M | 1.7% | 263.5K | 132.69 | -2.0% |
| TTEK TETRA TECH INC | 28.8M | 1.7% | 956.2K | 37.00 | +3.8% |
| HCA HCA Healthcare, Inc. | 17.9M | 1.1% | 37.8K | 429.19 | +4.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 15.5M | 0.9% | 45.9K | 418.95 | +83.3% |
| GOOG Alphabet Inc. | 15.2M | 0.9% | 52.9K | 341.75 | +70.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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