L1 Capital International Pty Ltd
SYDNEY NSW 2000 C3 · SEC CIK 0002009023
$17.08亿2026Q2 申报市值
21持仓数
70.1%前十大占比 · 第一大 11.1%
0 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NVDA 加仓+$4,723.96万
HCA 加仓+$3,139.67万
GOOG 加仓+$2,496.52万
DHR 加仓+$2,120.21万
ICE 加仓+$1,122.85万
2026Q2 卖出最多 按季末市值估算
CDW 清仓-$4,973.37万
CRM 清仓-$4,820.29万
MSFT 减仓-$3,682.38万
AMZN 减仓-$719.72万
AER 减仓-$635.11万
2026Q2 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 | $1.90亿 | 11.11% | 1,301,426 | -43,566 | -3.2% | -$635.11万 | 减仓 |
| AMZN | AMAZON COM INC | $1.70亿 | 9.96% | 713,270 | -30,197 | -4.1% | -$719.72万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.25亿 | 7.34% | 626,510 | 236,092 | 60.5% | $4,723.96万 | 加仓 |
| CRH | CRH PLC | $1.21亿 | 7.08% | 1,130,403 | -37,107 | -3.2% | -$397.04万 | 减仓 |
| V | VISA INC | $1.10亿 | 6.42% | 319,699 | -10,657 | -3.2% | -$365.63万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1.07亿 | 6.26% | 208,150 | 5,806 | 2.9% | $298.20万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1.02亿 | 5.97% | 571,760 | -19,540 | -3.3% | -$348.28万 | 减仓 |
| DHR | DANAHER CORP DEL | $9,662.14万 | 5.66% | 507,252 | 111,309 | 28.1% | $2,120.21万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,925.36万 | 5.23% | 239,273 | -98,718 | -29.2% | -$3,682.38万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $8,724.33万 | 5.11% | 692,407 | -21,864 | -3.1% | -$275.49万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $8,715.26万 | 5.10% | 707,925 | 91,207 | 14.8% | $1,122.85万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $5,683.40万 | 3.33% | 340,997 | -11,839 | -3.4% | -$197.32万 | 减仓 |
| GOOGL | ALPHABET INC | $4,902.01万 | 2.87% | 137,169 | -5,006 | -3.5% | -$178.90万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $4,882.91万 | 2.86% | 144,358 | 17,956 | 14.2% | $607.36万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $4,612.16万 | 2.70% | 118,294 | 80,527 | 213.2% | $3,139.67万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $4,575.33万 | 2.68% | 634,053 | -22,403 | -3.4% | -$161.66万 | 减仓 |
| GOOG | ALPHABET INC | $4,367.19万 | 2.56% | 123,601 | 70,657 | 133.5% | $2,496.52万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $3,977.62万 | 2.33% | 336,203 | 72,731 | 27.6% | $860.48万 | 加仓 |
| INTU | INTUIT | $3,899.26万 | 2.28% | 149,397 | -4,964 | -3.2% | -$129.56万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,705.43万 | 1.58% | 56,650 | 10,780 | 23.5% | $514.82万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $2,673.58万 | 1.57% | 925,433 | -30,733 | -3.2% | -$88.79万 | 减仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -410,954 | -100.0% | -$4,973.37万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -258,225 | -100.0% | -$4,820.29万 | 清仓 |