L1 Capital International Pty Ltd — 13F holdings

L1 Capital International Pty Ltd reported 21 holdings worth $1.71B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. AER AERCAP HOLDINGS NV — $190M (11.1%)
2. AMZN AMAZON COM INC — $170M (10.0%)
3. NVDA NVIDIA CORPORATION — $125M (7.3%)
4. CRH CRH PLC — $121M (7.1%)
5. V VISA INC — $110M (6.4%)
6. MA MASTERCARD INCORPORATED — $107M (6.3%)
7. BKNG BOOKING HOLDINGS INC — $102M (6.0%)
8. DHR DANAHER CORPORATION — $96.6M (5.7%)
9. MSFT MICROSOFT CORP — $89.3M (5.2%)
10. J JACOBS SOLUTIONS INC — $87.2M (5.1%)