L1 Capital Pty
$2.5B Assets Reported
29 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NXE | NEXGEN ENERGY LTD | 35,220,809 | $408M | 16.0% |
| EGO | ELDORADO GOLD CORP NEW | 10,440,333 | $358M | 14.1% |
| EQX | EQUINOX GOLD CORP | 24,331,165 | $352M | 13.8% |
| TGB | TASEKO MINES LTD | 35,110,589 | $227M | 8.9% |
| CRH | CRH PLC | 1,850,331 | $195M | 7.6% |
| FLUT | FLUTTER ENTMT PLC | 1,769,255 | $180M | 7.1% |
| AMCR | AMCOR PLC | 4,400,214 | $175M | 6.9% |
| CGAU | CENTERRA GOLD INC | 7,051,683 | $125M | 4.9% |
| NWS | NEWS CORP NEW | 4,234,968 | $121M | 4.7% |
| Z | ZILLOW GROUP INC | 1,269,328 | $53M | 2.1% |
Track L1 Capital Pty's 13F portfolio: $2.5B in reported holdings, 29 positions. Top holdings, AUM, and quarterly changes on SentiSense.