L1 Capital International Pty Ltd
SYDNEY NSW 2000, C3 · CIK 2009023 · 13F filing filed 2026-08-13
Exempt reporting adviser since 2026 · other (specify)
- Private funds3 (3 hedge) · $110.8m gross assets
- Main officeSydney, Nsw
- Form ADV · 2026-09-29SEC adviser record
- Kindhedge funds
- Others nearbySydney
As an employer
- Offices in1 country
- Private fundshedge 3
$1.7bn
reported value
+1.8% vs Q1 2026
21positions
70.1%in top 10
0 new
9 added
12 reduced
2 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| AERCAP HOLDINGS NV AER | $189.7m11.11% | Reduced -43.6k |
| AMAZON COM INC AMZN | $170.0m9.96% | Reduced -30.2k |
| NVIDIA CORPORATION NVDA | $125.4m7.34% | Added +236.1k |
| CRH PLC CRH | $121.0m7.08% | Reduced -37.1k |
| VISA INC V | $109.7m6.42% | Reduced -10.7k |
| MASTERCARD INCORPORATED MA | $106.9m6.26% | Added +5.8k |
| BOOKING HOLDINGS INC BKNG | $101.9m5.97% | Reduced -19.5k |
| DANAHER CORPORATION DHR | $96.6m5.66% | Added +111.3k |
| MICROSOFT CORP MSFT | $89.3m5.23% | Reduced -98.7k |
| JACOBS SOLUTIONS INC J | $87.2m5.11% | Reduced -21.9k |
| INTERCONTINENTAL EXCHANGE IN ICE | $87.2m5.10% | Added +91.2k |
| MARSH & MCLENNAN COS INC MRSH | $56.8m3.33% | Reduced -11.8k |
| ALPHABET INC GOOGL | $49.0m2.87% | Reduced -5.0k |
| AMERICAN EXPRESS CO AXP | $48.8m2.86% | Added +18.0k |
| HCA HEALTHCARE INC HCA | $46.1m2.70% | Added +80.5k |
| UBER TECHNOLOGIES INC UBER | $45.8m2.68% | Reduced -22.4k |
| ALPHABET INC GOOG | $43.7m2.56% | Added +70.7k |
| APOLLO GLOBAL MGMT INC APO | $39.8m2.33% | Added +72.7k |
| INTUIT INTU | $39.0m2.28% | Reduced -5.0k |
| TAIWAN SEMICONDUCTOR MFG LTD TSM | $27.1m1.58% | Added +10.8k |
| TETRA TECH INC NEW TTEK | $26.7m1.57% | Reduced -30.7k |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| CDW CORP CDW | $49.7m411.0k shares |
| SALESFORCE INC CRM | $48.2m258.2k shares |