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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 5 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ITHA ITHAX ACQUISITION CORP III Financial Services 50,000.0 $499K 0.35% NEW $9.98 +0.5%
82 PLUTONIAN ACQUISITION CORP I 50,000.0 $498K 0.35% NEW $9.95
83 BLOCK INC 500,000.0 $474K 0.34% NEW $0.95
84 CHAMPIONSGATE ACQUISITION CO 45,000.0 $467K 0.33% NEW $10.37
85 CEPO CANTOR EQUITY PARTNERS I INC Financial Services 50,381.0 $445K 0.31% NEW $8.83 +20.8%
86 BTC DIGITAL LTD 526,316.0 $433K 0.31% NEW $0.82
87 DSAC DAEDALUS SPL ACQUISITION COR Financial Services 35,000.0 $353K 0.25% NEW $10.09 +0.8%
88 LEAPFROG ACQUISITION CORP 30,000.0 $300K 0.21% NEW $9.99
89 HADRON ENERGY INC 141,304.0 $287K 0.20% NEW $2.03
90 GREENLAND ENERGY CO 319,296.0 $271K 0.19% NEW $0.85
91 MASK 3 E NETWORK TECHNOLOGY GROUP Technology 135,000.0 $271K 0.19% NEW $2.01 -27.4%
92 CEPV CANTOR EQUITY PARTNERS V INC Financial Services 25,000.0 $258K 0.18% NEW $10.31 +0.6%
93 CALC CALCIMEDICA INC Healthcare 248,972.0 $256K 0.18% NEW $1.03 -35.7%
94 COLOMBIER ACQUISITION CORP I 25,000.0 $256K 0.18% NEW $10.25
95 BLZR TRAILBLAZER ACQUISITION CORP Financial Services 25,000.0 $253K 0.18% NEW $10.12 +0.5%
96 PIONEER ACQUISITION I CORP 24,400.0 $250K 0.18% NEW $10.23
97 FGII FG IMPERII ACQUISITION CORP Financial Services 25,000.0 $248K 0.17% NEW $9.93 +0.6%
98 AGMH AGM GROUP HOLDINGS INC Technology 200,000.0 $238K 0.17% NEW $1.19 -18.5%
99 NWAX NEW AMER ACQUISITION I CORP Financial Services 15,000.0 $152K 0.11% NEW $10.15 +0.2%
100 GDX VANECK ETF TRUST 2,000.0 $151K 0.11% NEW $75.45 +21.7%
Page 5 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%