L1 Capital International Pty Ltd
SYDNEY NSW 2000 C3 · SEC CIK 0002009023
$16.78亿2026Q1 申报市值
23持仓数
68.6%前十大占比 · 第一大 11.0%
2 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
APO 新建仓+$2,935.61万
TTEK 新建仓+$2,879.97万
CDW 加仓+$1,559.73万
MA 加仓+$436.45万
INTU 加仓+$341.71万
2026Q1 卖出最多 按季末市值估算
HCA 减仓-$2,565.91万
AER 减仓-$2,503.01万
GOOGL 减仓-$1,901.15万
ICE 减仓-$637.94万
AMZN 减仓-$206.19万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AER | AERCAP HOLDINGS NV | $1.85亿 | 11.00% | 1,344,992 | -182,462 | -11.9% | -$2,503.01万 | 减仓 |
| AMZN | AMAZON COM INC | $1.55亿 | 9.23% | 743,467 | -9,900 | -1.3% | -$206.19万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.25亿 | 7.46% | 337,991 | -4,410 | -1.3% | -$163.24万 | 减仓 |
| CRH | CRH PLC | $1.23亿 | 7.32% | 1,167,510 | -15,502 | -1.3% | -$162.96万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1.01亿 | 6.03% | 202,344 | 8,735 | 4.5% | $436.45万 | 加仓 |
| V | VISA INC | $9,984.68万 | 5.95% | 330,356 | 10,672 | 3.3% | $322.55万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $9,958.25万 | 5.94% | 23,652 | -13 | -0.1% | -$5.47万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $9,699.74万 | 5.78% | 616,718 | -40,561 | -6.2% | -$637.94万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $9,091.24万 | 5.42% | 714,271 | -9,262 | -1.3% | -$117.89万 | 减仓 |
| DHR | DANAHER CORP DEL | $7,507.08万 | 4.47% | 395,943 | -4,303 | -1.1% | -$81.58万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6,808.89万 | 4.06% | 390,418 | -3,180 | -0.8% | -$55.46万 | 减仓 |
| INTU | INTUIT | $6,674.26万 | 3.98% | 154,361 | 7,903 | 5.4% | $341.71万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $6,119.94万 | 3.65% | 352,836 | -4,633 | -1.3% | -$80.36万 | 减仓 |
| CDW | CDW CORP | $4,973.37万 | 2.96% | 410,954 | 128,882 | 45.7% | $1,559.73万 | 加仓 |
| CRM | SALESFORCE INC | $4,820.29万 | 2.87% | 258,225 | 2,492 | 1.0% | $46.52万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $4,721.89万 | 2.81% | 656,456 | -9,462 | -1.4% | -$68.06万 | 减仓 |
| GOOGL | ALPHABET INC | $4,088.38万 | 2.44% | 142,175 | -66,113 | -31.7% | -$1,901.15万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $3,823.41万 | 2.28% | 126,402 | -2,473 | -1.9% | -$74.80万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $2,935.61万 | 1.75% | 263,472 | 263,472 | — | $2,935.61万 | 新建仓 |
| TTEK | TETRA TECH INC NEW | $2,879.97万 | 1.72% | 956,166 | 956,166 | — | $2,879.97万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $1,787.29万 | 1.07% | 37,767 | -54,220 | -58.9% | -$2,565.91万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,550.18万 | 0.92% | 45,870 | 2,541 | 5.9% | $85.87万 | 加仓 |
| GOOG | ALPHABET INC | $1,518.75万 | 0.91% | 52,944 | -5,603 | -9.6% | -$160.73万 | 减仓 |