The Analysis of L1 Capital International Pty Ltd's Holdings
Currently, L1 Capital International Pty Ltd holds 19 types of securities in its portfolio with a total value $479.1M. In the most recent quarter, they have increased their positions in TSM (+216.2K shares, valued at $60.4M), NVDA (+75.3K shares, valued at $14.0M), DHR (+50.7K shares, valued at $10.0M); decreased their positions in HCA (-18.4K shares, valued at $7.8M), AXP (-13.0K shares, valued at $4.3M), GOOG (-2.3K shares, valued at $557.7K); initiated new positions in NVDA (+75.3K shares, valued at $14.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TSM TAIWAN SEMICONDUCTOR MFG LTD269.5K shares405.04%2025-09-302025-11-14
MSFT MICROSOFT CORP81.1K shares1.92%2025-09-302025-11-14 AER AERCAP HOLDINGS NV343.8K shares1.92%2025-09-302025-11-14 AMZN AMAZON COM INC164.6K shares1.92%2025-09-302025-11-14 CRH CRH PLC269.1K shares1.92%2025-09-302025-11-14 BKNG BOOKING HOLDINGS INC5.1K shares1.93%2025-09-302025-11-14 MA MASTERCARD INCORPORATED42.2K shares1.91%2025-09-302025-11-14 V VISA INC69.8K shares1.92%2025-09-302025-11-14 ICE INTERCONTINENTAL EXCHANGE IN140.0K shares1.92%2025-09-302025-11-14 J JACOBS SOLUTIONS INC156.1K shares1.92%2025-09-302025-11-14 INTU INTUIT31.5K shares44.83%2025-09-302025-11-14 DHR DANAHER CORPORATION98.9K shares105.04%2025-09-302025-11-14 MMC MARSH & MCLENNAN COS INC78.8K shares1.92%2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC145.1K shares181.35%2025-09-302025-11-14 NVDA NVIDIA CORPORATION75.3K sharesnew addition2025-09-302025-11-14 HCA HCA HEALTHCARE INC32.8K shares-35.91%2025-09-302025-11-14 GOOG ALPHABET INC47.9K shares-4.56%2025-09-302025-11-14 CDW CDW CORP60.2K shares32.73%2025-09-302025-11-14 AXP AMERICAN EXPRESS CO27.6K shares-32.04%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available