L1 Capital Pty Ltd
CIK 1817646
13F filing for Q2 2026・No. 1,292
- Holdings
- US$2.97B
- Quarter change
- +US$428.45M
- Entries
- 24
- Net bought (estimate)
- +US$634.75M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 8
- Cut 4
- Added 9
- Corporate actions 0
- Unchanged 1
Largest holdings
24 stocks worth US$2.97B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| EGOELDORADO GOLD CORP NEWCOM | Added | 14,417,557 | US$448.24M | 15.07% |
| NXENEXGEN ENERGY LTDCOM | Cut | 34,992,263 | US$328.73M | 11.05% |
| AMCRAMCOR PLCCOM NEW | Added | 6,710,648 | US$290.91M | 9.78% |
| EQXEQUINOX GOLD CORPCOM | Added | 27,055,865 | US$262.98M | 8.84% |
| CGAUCENTERRA GOLD INCCOM | Added | 16,337,154 | US$258.97M | 8.70% |
| TGBTREKOR METALS LTDCOM | New | 34,687,011 | US$238.68M | 8.02% |
| HBMHUDBAY MINERALS INCCOM | New | 9,977,133 | US$235.5M | 7.92% |
| BTGB2GOLD CORPCOM | New | 48,837,914 | US$182.65M | 6.14% |
| CRHCRH PLCORD | Cut | 1,264,527 | US$135.3M | 4.55% |
| OCEANAGOLD CORPCOM NEW | New | 3,157,907 | US$79.13M | 2.66% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.