Loading…
CIK 0001817646 • 8 13F filings • May 15, 2025 – Aug 13, 2026
Import this data to Google Sheets with:
=jivedata("l1-capital-pty-ltd","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALCOA CORP | COM | $82.1M | 4.3%Prev: 13.9% | 1,545,476 SH | Decreased-4,342,223 SH |
| ALLIED GOLD CORP | COM NEW | $33.8M | 1.8% | 1,476,184 SH | New |
| AMRIZE LTD | SHS | $16.5M | 0.9% | 305,255 SH | New |
| ANTERIS TECHNOLOGIES GLOBAL | COM | $14.0M | 0.7%Prev: 1.7% | 2,812,000 SH | Decreased-4,026,136 SH |
| CENOVUS ENERGY INC | COM | $95.7M | 5.0%Prev: 7.2% | 5,655,769 SH | Decreased-861,710 SH |
| EAGLE MATLS INC | COM | $24.8M | 1.3% | 120,143 SH | New |
| ELDORADO GOLD CORP NEW | COM | $346.3M | 18.1%Prev: 12.1% | 9,640,407 SH | Increased+2,512,168 SH |
| EQUINOX GOLD CORP | COM | $283.1M | 14.8%Prev: 12.9% | 20,164,556 SH | Increased+2,768,141 SH |
| FLUTTER ENTMT PLC | SHS | $29.9M | 1.6% | 138,851 SH | New |
| HDFC BANK LTD | SPONSORED ADS | $18.4M | 1.0% | 503,481 SH | New |
| IAMGOLD CORP | COM | $20.6M | 1.1%Prev: 0.1% | 1,252,077 SH | Increased+1,134,119 SH |
| INTERCONTINENTAL EXCHANGE IN | COM | $110.0M | 5.7% | 679,203 SH | New |
| ISOENERGY LTD | COM NEW | $6.8M | 0.4% | 746,588 SH | New |
| JD.COM INC | SPON ADS CL A | $21.0M | 1.1% | 730,264 SH | New |
| NEWS CORP NEW | CL B | $126.6M | 6.6%Prev: 6.5% | 4,273,704 SH | Increased+886,156 SH |
| NEXGEN ENERGY LTD | COM | $309.1M | 16.1%Prev: 16.5% | 33,642,681 SH | Increased+2,804,090 SH |
| NUCOR CORP | COM | $33.2M | 1.7%Prev: 0.1% | 203,632 SH | Increased+192,246 SH |
| SOLARIS RES INC | COM NEW | $25.9M | 1.4%Prev: 2.1% | 3,229,384 SH | Decreased-1,700,239 SH |
| TASEKO MINES LTD | COM | $201.2M | 10.5%Prev: 6.8% | 35,545,632 SH | Increased+11,066,233 SH |
| ZILLOW GROUP INC | CL C CAP STK | $118.0M | 6.2%Prev: 0.0% | 1,729,313 SH | Increased+1,722,369 SH |
| 13F-HR |
| 0001817646-26-000021 |
| $2.97B |
| View |
| Sep 11, 2025 | Q2 2025 | 13F-HR/A | 0001085146-25-005739 | $1.65B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001817646-26-000004 | $2.55B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003358 | $1.07B | View |