Portfolio (Quarterly) Guide ↗

L1 Capital International Pty Ltd

· CIK 0002009023

13F Portfolio $1.7B AUM 21 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 10 Added 11 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CDW	CDW CORP	Technology	410,954	$49.7M	2.96%	SOLD
2	CRM	SALESFORCE INC	Technology	258,225	$48.2M	2.87%	SOLD

Sector Allocation

Financial Services 27.2%

Technology 21.7%

Industrials 20.2%

Consumer Cyclical 18.1%

Healthcare 9.5%

Communication Services 3.3%