DOSSIER · 13F-HR · Q2 2026

L1 Capital International Pty Ltd

$1.7B in tracked AUM across 21 positions as of Q2 2026.

LC
CIK 0002009023 · last filed Jun 30, 2026
Total AUM
$1.7B
as of Q2 2026
Holdings
21
positions
Whale Score
72
72
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

L1 Capital International Pty Ltd filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
N00985106
AERCAP HOLDINGS NV
$190M1.3M11.1%
02
AMZN
AMAZON COM INC
$170M713K10.0%
03
NVDA
NVIDIA CORPORATION
$125M627K7.3%
04
G25508105
CRH PLC
$121M1.1M7.1%
05
V
VISA INC
$110M320K6.4%
06
MA
MASTERCARD INCORPORATED
$107M208K6.3%
07
BKNG
BOOKING HOLDINGS INC
$102M572K6.0%
08
DHR
DANAHER CORP DEL
$97M507K5.7%
09
MSFT
MICROSOFT CORP
$89M239K5.2%
10
J
JACOBS SOLUTIONS INC
$87M692K5.1%

Filing history

2026Q2Jun 30
$1.7B 1.8%
21 positionsView →
2026Q1Mar 31
$1.7B 13.3%
23 positionsView →
2025Q4Dec 31
$1.9B 303.8%
21 positionsView →
2025Q3Sep 30
$479M 17.6%
19 positionsView →
2025Q2Jun 30
$408M 63.2%
19 positionsLocked
2025Q1Mar 31
$250M 23.3%
12 positionsLocked
2024Q4Dec 31
$325M 4.1%
18 positionsLocked
2024Q3Sep 30
$313M 25.1%
19 positionsLocked
2024Q2Jun 30
$250M 11.1%
19 positionsLocked
2024Q1Mar 31
$225M 17.9%
20 positionsLocked
2023Q4Dec 31
$191M
19 positionsLocked