account_balance
Investment manager · 13F filer · SEC CIK 2009023
L1 Capital International Pty Ltd
Reported value$1.71Bas of Jun 30, 2026
Positions21 0 new, 2 sold out
Top 10 weight70.1%AER alone is 11%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AERAerCap Holdings N.V.
11.1%Trimmed −3%
AMZNAmazon.com Inc
10.0%Trimmed −4%
NVDANVIDIA Corp
7.3%Added +60%
CRHCRH Public Ltd Co
7.1%Trimmed −3%
VVisa Inc.
6.4%Trimmed −3%
MAMastercard Inc
6.3%Added +3%
BKNGBooking Holdings Inc.
6.0%Trimmed −3%
DHRDanaher Corp
5.7%Added +28%
MSFTMicrosoft Corp
5.2%Trimmed −29%
JJacobs Solutions Inc.
5.1%Trimmed −3%
ICEIntercontinental Exchange, Inc.
5.1%Added +15%
MRSHMarsh & McLennan Companies, Inc.
3.3%
AERAerCap Holdings N.V.
11.1%Trimmed −3%
AMZNAmazon.com Inc
10.0%Trimmed −4%
NVDANVIDIA Corp
7.3%+60%
CRHCRH Public Ltd Co
7.1%−3%
VVisa Inc.
6.4%−3%
MAMastercard Inc
6.3%
BKNGBooking Holdings Inc.
6.0%
DHRDanaher Corp
5.7%
MSFTMicrosoft Corp
5.2%
J5.1%ICE5.1%MRSHBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AER AerCap Holdings N.V. 11.1% Trimmed −3%AMZN Amazon.com Inc 10.0% Trimmed −4%NVDA NVIDIA Corp 7.3% Added +60%CRH CRH Public Ltd Co 7.1% Trimmed −3%V Visa Inc. 6.4% Trimmed −3%MA Mastercard Inc 6.3% Added +3%BKNG Booking Holdings Inc. 6.0% Trimmed −3%DHR Danaher Corp 5.7% Added +28%MSFT Microsoft Corp 5.2% Trimmed −29%J Jacobs Solutions Inc. 5.1% Trimmed −3%ICE Intercontinental Exchange, Inc. 5.1% Added +15%MRSH Marsh & McLennan Companies, Inc. 3.3% Trimmed −3%
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.