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Filers›Hedge Fund›L1 Capital Pty Ltd
DOSSIER · 13F-HR · Q1 2026

L1 Capital Pty Ltd

L1 Pty's hedge fund based in London, UK — $2.5B in tracked AUM across 22 positions as of Q1 2026.

LP
L1 Pty·London, UK·Hedge Fund
CIK 0001817646 · last filed Mar 31, 2026
Total AUM
$2.5B
▲ 4.6%
vs prior
Holdings
22
—
positions
Whale Score
80
80
strong
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

L1 Capital Pty Ltd filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NXE
NEXGEN ENERGY LTD
$408M35.2M16.0%
02
EGO
ELDORADO GOLD CORP NEW
$358M10.4M14.1%
03
EQX
EQUINOX GOLD CORP
$352M24.3M13.8%
04
TGB
TASEKO MINES LTD
$227M35.1M8.9%
05
G25508105
CRH PLC
$195M1.9M7.6%
06
G3643J108
FLUTTER ENTMT PLC
$180M1.8M7.1%
07
G0250X149
AMCOR PLC
$175M4.4M6.9%
08
CGAU
CENTERRA GOLD INC
$125M7.1M4.9%
09
NWS
NEWS CORP NEW
$121M4.2M4.7%
10
Z
ZILLOW GROUP INC
$53M1.3M2.1%

Filing history

Filing history loading…
AI Agent · grounded in L1
haiku-4-5 · 22 positions indexed
Sector mix
  • Tech8%
  • Financials37%
  • Cons. Disc.13%
  • Industrials4%
  • Energy20%
  • Other18%
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