StockDriftsStockDriftsTop 50 L1 Global Manager Pty LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BLRK | BLUEROCK ACQUISITION CORP | 2.83% | 350.0K | $3.5M | +0.00%(+0) | $10.00(+0.60%) | 2026-06-30 | |
| GRAF | GRAF GLOBAL CORP | 2.64% | 300.0K | $3.3M | +0.00%(+0) | $10.65(+1.81%) | 2026-06-30 | |
| NMP | NMP ACQUISITION CORP | 2.38% | 286.0K | $2.9M | +0.00%(+0) | $9.98(+3.56%) | 2026-06-30 | |
| CUB | LIONHEART HOLDINGS | 2.36% | 270.0K | $2.9M | +0.00%(+0) | $10.57(+2.93%) | 2026-06-30 | |
| SVCC | STELLAR V CAP CORP | 2.35% | 275.0K | $2.9M | +0.00%(+0) | $10.33(+2.88%) | 2026-06-30 | |
| KFII | K&F GROWTH ACQUISITION CORP | 2.14% | 250.0K | $2.6M | +0.00%(+0) | $10.28(+3.43%) | 2026-06-30 | |
| DBCA | D BORAL ACQUISITION I CORP | 2.02% | 250.0K | $2.5M | +0.00%(+0) | $9.86(+1.62%) | 2026-06-30 | |
| FVN | FUTURE VISION II ACQUISITION | 2% | 225.0K | $2.5M | +0.00%(+0) | $10.51(+5.18%) | 2026-06-30 | |
| XFLHU | XFLH CAP CORP | 1.83% | 225.0K | $2.3M | +0.00%(+0) | $9.96 | 2026-06-30 | |
| ATII | ARCHIMEDES TECH SPAC PARTNER | 1.75% | 200.0K | $2.2M | +0.00%(+0) | $10.28(+3.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -1.42% |
| Top 20 Holdings Unweighted | — | — | — | — | +1.89% |
L1 Global Manager Pty LTD reports $141.56M in US-listed equity holdings across 120 positions in its most recent 13F filing. Its largest disclosed positions are BLRK (2.8%), GRAF (2.6%) and NMP (2.4%). The top 20 holdings account for 35.06% of reported assets. Its disclosed equity book has returned -1.42% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from L1 Global Manager Pty LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1878742). View L1 Global Manager Pty LTD’s 13F filings on SEC