Jane Stewart
L1 Capital International Pty Ltd
Assets Managed
$1.678B
Holdings
23
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
-13.28%(2Q avg: 145.27%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in L1 Capital International Pty Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 23 positions.
Assets under management
The assets under management (AUM) of L1 Capital International Pty Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.678B in assets, with a quarterly growth rate of -13.28% and a 2-quarter average growth rate of 145.27%. The portfolio is managed by Jane Stewart, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AER Aercap Holdings Nv
| 11% | $184.506M 1.345M shares@ $137.19 avg price | Decreased -11.94% |
AMZN Amazon.com Inc
| 9.23% | $154.842M 743,467 shares@ $208.27 avg price | Decreased -1.31% |
MSFT Microsoft Corp
| 7.46% | $125.114M 337,991 shares@ $370.18 avg price | Decreased -1.28% |
CRH Crh Plc
| 7.32% | $122.729M 1.168M shares@ $105.12 avg price | Decreased -1.31% |
MA Mastercard Inc - A
| 6.03% | $101.103M 202,344 shares@ $499.66 avg price | Increased 4.52% |
V Visa Inc-class A Shares
| 5.96% | $99.847M 330,356 shares@ $302.24 avg price | Increased 3.34% |
BKNG Booking Holdings Inc
| 5.94% | $99.582M 23,652 shares@ $4210.33 avg price | Decreased -0.05% |
ICE Intercontinental Exchange In
| 5.79% | $96.997M 616,718 shares@ $157.28 avg price | Decreased -6.17% |
J Jacobs Solutions Inc
| 5.42% | $90.912M 714,271 shares@ $127.29 avg price | Decreased -1.28% |
DHR Danaher Corp
| 4.48% | $75.071M 395,943 shares@ $189.61 avg price | Decreased -1.07% |
1-10 of 23