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Portfolio (Quarterly) Guide ↗

L1 Global Manager Pty Ltd

· CIK 0001878742
13F Portfolio $142M AUM 121 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 121 New
Page 2 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 METALS ACQUISITION CORP II 200,000.0 $2.0M 1.43% NEW $10.15
22 ADAC AMERICAN DRIVE ACQUISITION C Financial Services 200,000.0 $2.0M 1.42% NEW $10.02 +0.8%
23 TRIBECA STRATEGIC ACQUISITIO 200,000.0 $2.0M 1.41% NEW $9.95
24 UDN INVESCO DB US DLR INDEX TR Financial Services 110,000.0 $2.0M 1.39% NEW $17.86 +1.9%
25 LAUNCH TWO ACQUISITION CORP. 175,000.0 $1.9M 1.32% NEW $10.72
26 AI INFRASTRUCTURE ACQUISI 175,000.0 $1.8M 1.26% NEW $10.23
27 CAMBRIDGE ACQUISITION CORP 175,000.0 $1.7M 1.23% NEW $9.91
28 ALDF ALDEL FINL II INC Financial Services 160,000.0 $1.7M 1.21% NEW $10.69 +0.8%
29 CARTESIAN GROWTH CORP IV 150,000.0 $1.5M 1.06% NEW $10.00
30 RF ACQUISITION CORP III 150,000.0 $1.5M 1.05% NEW $9.90
31 CO2 ENERGY TRANSITION CORP 140,000.0 $1.5M 1.03% NEW $10.44
32 NEWBRIDGE ACQUISITION LTD 135,000.0 $1.3M 0.95% NEW $9.97
33 EQV VENTURES AC CORP. II 131,200.0 $1.3M 0.94% NEW $10.18
34 FOREFRONT TECHNOLOGY HOLDING 125,000.0 $1.3M 0.90% NEW $10.20
35 SORN SOREN ACQUISITION CORP Financial Services 120,000.0 $1.2M 0.84% NEW $9.92 +1.3%
36 ANDRETTI ACQUISITION CORP II 100,000.0 $1.1M 0.76% NEW $10.75
37 VERNAL CAP ACQUISITION CORP 100,000.0 $1.1M 0.76% NEW $10.71
38 NEWBURY STR II ACQUISITION C 100,000.0 $1.1M 0.75% NEW $10.64
39 LAKESHORE ACQUISITION III CO 100,000.0 $1.1M 0.74% NEW $10.52
40 COPL COPLEY ACQUISITION CORP Financial Services 100,000.0 $1.0M 0.74% NEW $10.43 +0.7%
Page 2 of 7  ·  121 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 97.1%
Technology 1.8%
Healthcare 0.8%
Communication Services 0.3%
Consumer Cyclical 0.0%