L1 Capital International Pty Ltd
CIK 2009023
13F filing for Q2 2026・No. 1,821
- Holdings
- US$1.71B
- Quarter change
- +US$29.87M
- Entries
- 21
- Net bought (estimate)
- −US$10.89M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 2
- Cut 12
- Added 9
- Corporate actions 0
- Unchanged 0
Largest holdings
21 stocks worth US$1.71B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AERAERCAP HOLDINGS NVSHS | Cut | 1,301,426 | US$189.72M | 11.11% |
| AMZNAmazonCOM | Cut | 713,270 | US$170M | 9.96% |
| NVDANvidiaCOM | Added | 626,510 | US$125.36M | 7.34% |
| CRHCRH PLCORD | Cut | 1,130,403 | US$120.95M | 7.08% |
| VVISA INCCOM CL A | Cut | 319,699 | US$109.69M | 6.42% |
| MAMASTERCARD INCORPORATEDCL A | Added | 208,150 | US$106.91M | 6.26% |
| BKNGBOOKING HOLDINGS INCCOM | CutSplit 25:1 | 571,760 | US$101.91M | 5.97% |
| DHRDANAHER CORP DELCOM | Added | 507,252 | US$96.62M | 5.66% |
| MSFTMicrosoftCOM | Cut | 239,273 | US$89.25M | 5.23% |
| JJACOBS SOLUTIONS INCCOM | Cut | 692,407 | US$87.24M | 5.11% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.