 |
Size ($ in 1000's)
At 12/31/2023: $190,668
At 09/30/2023: $0
L1 Capital International Pty Ltd holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from L1 Capital International Pty Ltd 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the L1 Capital International Pty Ltd top holdings by largest position size, as per the latest 13f filing made by L1 Capital International Pty Ltd.
In the L1 Capital International Pty Ltd-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by L1 Capital International Pty Ltd in that top holding, then the share count change between reporting periods, and finally the L1 Capital International Pty Ltd top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
51,132 |
+51,132 |
$19,228 | | MSFT | 51,132 | +51,132 | $19,228 | | BOOKING HOLDINGS INC |
4,556 |
+4,556 |
$16,161 | | BKNG | 4,556 | +4,556 | $16,161 | | GRAPHIC PACKAGING HLDG CO |
650,653 |
+650,653 |
$16,039 | | GPK | 650,653 | +650,653 | $16,039 | | CRH PLC |
202,730 |
+202,730 |
$14,021 | | CRH | 202,730 | +202,730 | $14,021 | | MASTERCARD INCORPORATED |
28,707 |
+28,707 |
$12,244 | | MA | 28,707 | +28,707 | $12,244 | | AMAZON COM INC |
76,417 |
+76,417 |
$11,611 | | AMZN | 76,417 | +76,417 | $11,611 | | UNITEDHEALTH GROUP INC |
20,890 |
+20,890 |
$10,998 | | UNH | 20,890 | +20,890 | $10,998 | | EAGLE MATLS INC |
52,896 |
+52,896 |
$10,729 | | EXP | 52,896 | +52,896 | $10,729 | | HCA HEALTHCARE INC |
38,014 |
+38,014 |
$10,290 | | HCA | 38,014 | +38,014 | $10,290 | | VISA INC |
37,390 |
+37,390 |
$9,734 | | V | 37,390 | +37,390 | $9,734 | | MARSH & MCLENNAN COS INC |
46,674 |
+46,674 |
$8,843 | | MMC | 46,674 | +46,674 | $8,843 | | COCA COLA EUROPACIFIC PARTNE |
117,528 |
+117,528 |
$7,844 | | CCEP | 117,528 | +117,528 | $7,844 | | DANAHER CORPORATION |
32,967 |
+32,967 |
$7,627 | | DHR | 32,967 | +32,967 | $7,627 | | INTUIT |
12,009 |
+12,009 |
$7,506 | | INTU | 12,009 | +12,009 | $7,506 | | ALPHABET INC |
51,400 |
+51,400 |
$7,244 | | GOOG | 51,400 | +51,400 | $7,244 | | INTERCONTINENTAL EXCHANGE IN (ICE) |
45,209 |
+45,209 |
$5,806 | | ICE | 45,209 | +45,209 | $5,806 | | CDW CORP |
24,854 |
+24,854 |
$5,650 | | CDW | 24,854 | +24,854 | $5,650 | | IQVIA HLDGS INC |
21,655 |
+21,655 |
$5,011 | | IQV | 21,655 | +21,655 | $5,011 |
See Full List: All Stocks Held By L1 Capital International Pty Ltd
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By L1 Capital International Pty Ltd
|
|
