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L1 Capital International Pty Ltd

Q4 2025 13F Holdings

  • Location
    sydney nsw 2000, C3
  • Num holdings

    21

  • Value ($000)

    $1,934,678

  • Date Filed
    02/13/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AER

AERCAP HOLDINGS NV

SHS
N00985106
$219.59M
11 %

1,527,454

A
AMZN

AMAZON COM INC

COM
023135106
$173.89M
9 %

753,367

M
MSFT

MICROSOFT CORP

COM
594918104
$165.59M
9 %

342,401

---

CRH PLC

ORD
G25508105
$147.64M
8 %

1,183,012

B
BKNG

BOOKING HOLDINGS INC

COM
09857L108
$126.73M
7 %

23,665

V
V

VISA INC

COM CL A
92826C839
$112.12M
6 %

319,684

M
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$110.53M
6 %

193,609

I
ICE

INTERCONTINENTAL EXCHANGE IN

COM
45866F104
$106.45M
6 %

657,279

I
INTU

INTUIT

COM
461202103
$97.02M
5 %

146,458

J
J

JACOBS SOLUTIONS INC

COM
46982L108
$95.84M
5 %

723,533

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