L1 GLOBAL MANAGER PTY LTD

PrivateCIK: 1878742
📋 What this filing means

L1 GLOBAL MANAGER PTY LTD filed this quarterly 13F‑HR report disclosing 121 equity positions with a total reported market value of $141.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

121
Positions
$141.56M
Total AUM (reported)
19.24M
Total Shares

Allocation by class

TOTAL AUM$141.56M121 positions
ORD SHS CL A$23.54M16.6%
IBOXX HI YD ETF$18.19M12.9%
USD CL A ORD SHS$15.71M11.1%
UNIT 99/99/9999$15.24M10.8%
SHS CL A$13.23M9.3%
CL A ORD SHS$13.17M9.3%
CL A$8.62M6.1%

Portfolio Concentration

Top 318.5%4–1015.9%11–2524.1%Rest41.5%TOP 1034.4%0%100%
Top 3$26.25M18.5%
4–10$22.45M15.9%
11–25$34.10M24.1%
Rest$58.76M41.5%

Top 3 weight

18.5%

Top 10 weight

34.4%

Voting Authority Distribution

Total shares with voting rights: 19.24M

Sole

Full voting authority

17.72M

shares

% of voting shares92.1%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.52M

shares

% of voting shares7.9%

Investment Discretion (by position count)

Sole121
Shared0
Other0
Dominant voting typeSole · 92.1% of voting shares
Institutional Holdings121
Rows:

ISHARES TR

SOLE
IBOXX HI YD ETF
Shares227.50K
TypeSH
Market value$18.19M
12.85%
Sole
0.00
Shared
0.00
None
227.50K

STARLINK AI ACQUISITION CORP

SOLE
UNIT 99/99/9999
Shares400K
TypeSH
Market value$4.04M
2.86%
Sole
400K
Shared
0.00
None
0.00

DISCIPLINED GROWTH

SOLE
UNIT 99/99/9999
Shares400K
TypeSH
Market value$4.02M
2.84%
Sole
400K
Shared
0.00
None
0.00

ACP HOLDINGS ACQUISITION COR

SOLE
CL A
Shares400K
TypeSH
Market value$3.98M
2.81%
Sole
400K
Shared
0.00
None
0.00

BLUEROCK ACQUISITION CORP

SOLE
USD CL A ORD SHS
Shares350K
TypeSH
Market value$3.49M
2.47%
Sole
350K
Shared
0.00
None
0.00

GRAF GLOBAL CORP

SOLE
ORD SHS CL A
Shares300K
TypeSH
Market value$3.25M
2.30%
Sole
300K
Shared
0.00
None
0.00

ALDABRA 4 LQDTY OPP VEH INC

SOLE
CL A ORD SHS
Shares300K
TypeSH
Market value$2.98M
2.11%
Sole
300K
Shared
0.00
None
0.00

NMP ACQUISITION CORP

SOLE
CL A
Shares286K
TypeSH
Market value$2.93M
2.07%
Sole
286K
Shared
0.00
None
0.00

LIONHEART HOLDINGS

SOLE
SHS CL A
Shares270K
TypeSH
Market value$2.91M
2.05%
Sole
270K
Shared
0.00
None
0.00

STELLAR V CAP CORP

SOLE
SHS CL A
Shares275K
TypeSH
Market value$2.90M
2.05%
Sole
275K
Shared
0.00
None
0.00

BHAV ACQUISITION CORP

SOLE
CL A ORD SHS
Shares275K
TypeSH
Market value$2.73M
1.93%
Sole
275K
Shared
0.00
None
0.00

K&F GROWTH ACQUISITION CORP

SOLE
SHS CL A
Shares250K
TypeSH
Market value$2.64M
1.86%
Sole
250K
Shared
0.00
None
0.00

D BORAL ACQUISITION I CORP

SOLE
ORD SHS CL A
Shares250K
TypeSH
Market value$2.49M
1.76%
Sole
250K
Shared
0.00
None
0.00

APEX TECH ACQUISITION INC

SOLE
ORD SHS
Shares250K
TypeSH
Market value$2.49M
1.76%
Sole
250K
Shared
0.00
None
0.00

QUANTUM LEAP ACQUISITION COR

SOLE
CL A ORD SHS
Shares250K
TypeSH
Market value$2.48M
1.75%
Sole
250K
Shared
0.00
None
0.00

IDEA ACQUISITION CORP

SOLE
ORD SHS CL A
Shares250K
TypeSH
Market value$2.48M
1.75%
Sole
250K
Shared
0.00
None
0.00

FUTURE VISION II ACQUISITION

SOLE
SHS
Shares225K
TypeSH
Market value$2.46M
1.74%
Sole
225K
Shared
0.00
None
0.00

XFLH CAP CORP

SOLE
UNIT 99/99/9999
Shares225K
TypeSH
Market value$2.26M
1.60%
Sole
225K
Shared
0.00
None
0.00

ARCHIMEDES TECH SPAC PARTNER

SOLE
ORD SHS
Shares200K
TypeSH
Market value$2.16M
1.52%
Sole
200K
Shared
0.00
None
0.00

OCEAN CAP ACQUISITION CORP

SOLE
UNIT 99/99/9999
Shares200K
TypeSH
Market value$2.05M
1.45%
Sole
200K
Shared
0.00
None
0.00

METALS ACQUISITION CORP II

SOLE
ORD CL A
Shares200K
TypeSH
Market value$2.03M
1.43%
Sole
200K
Shared
0.00
None
0.00

AMERICAN DRIVE ACQUISITION C

SOLE
USD CL A ORD SHS
Shares200K
TypeSH
Market value$2.00M
1.42%
Sole
200K
Shared
0.00
None
0.00

TRIBECA STRATEGIC ACQUISITIO

SOLE
UNIT 05/22/2031
Shares200K
TypeSH
Market value$1.99M
1.41%
Sole
200K
Shared
0.00
None
0.00

INVESCO DB US DLR INDEX TR

SOLE
BEARISH FD
Shares110K
TypeSH
Market value$1.96M
1.39%
Sole
110K
Shared
0.00
None
0.00

LAUNCH TWO ACQUISITION CORP.

SOLE
ORD SHS CL A
Shares175K
TypeSH
Market value$1.88M
1.33%
Sole
175K
Shared
0.00
None
0.00
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