StockDriftsStockDriftsTop 23 L1 Capital International Pty Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AER | AERCAP HOLDINGS NV | 11% | 1.34M | $184.5M | -11.95%(-182.46K) | $123.26(+13.39%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 9.23% | 743.5K | $154.8M | -1.31%(-9.90K) | $212.46(+24.33%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.46% | 338.0K | $125.1M | -1.29%(-4.41K) | $471.72(-10.56%) | 2026-03-31 | |
| CRH | CRH PLC | 7.32% | 1.17M | $122.7M | -1.31%(-15.50K) | $110.25(-6.39%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 6.03% | 202.3K | $101.1M | +4.51%(+8.73K) | $540.30(-8.53%) | 2026-03-31 | |
| V | VISA INC | 5.95% | 330.4K | $99.8M | +3.34%(+10.67K) | $327.54(-0.55%) | 2026-03-31 | |
| BKNG | BOOKING HOLDINGS INC | 5.94% | 23.7K | $99.6M | -0.05%(-13) | $200.74(-23.22%) | 2026-03-31 | |
| ICE | INTERCONTINENTAL EXCHANGE IN | 5.78% | 616.7K | $97.0M | -6.17%(-40.56K) | $158.91(-2.86%) | 2026-03-31 | |
| J | JACOBS SOLUTIONS INC | 5.42% | 714.3K | $90.9M | -1.28%(-9.26K) | $137.94(-19.89%) | 2026-03-31 | |
| DHR | DANAHER CORP DEL | 4.47% | 395.9K | $75.1M | -1.08%(-4.30K) | $212.07(-23.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.27% | +34.09% |
| Top 20 Holdings Unweighted | +9.56% | +31.50% |
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