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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
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TTEK TETRA TECH INC NEW Industrials 925,433.0 $26.7M 1.57% -31K -3.2% $28.89 +28.1%
Page 2 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.2%
Technology 21.7%
Industrials 20.2%
Consumer Cyclical 18.1%
Healthcare 9.5%
Communication Services 3.3%