L1 Capital Pty Ltd
Top Portfolio Positions
19 positions ·
$3,132,985,074 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NXE |
NexGen Energy Ltd.
Energy
|
73,499,006 | $852,588,469 | 27.21% | |
| EGO |
Eldorado Gold Corp /Fi
Basic Materials
|
20,880,666 | $716,833,262 | 22.88% | |
| EQX |
Equinox Gold Corp.
Basic Materials
|
24,331,165 | $351,828,645 | 11.23% | |
| TGB |
Taseko Mines Ltd
Basic Materials
|
35,110,589 | $226,463,299 | 7.23% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
1,850,331 | $194,506,794 | 6.21% | |
| FLUT |
Flutter Entertainment plc
Consumer Cyclical
|
1,769,255 | $180,375,547 | 5.76% | |
| AMCR |
Amcor plc
Consumer Cyclical
|
4,400,214 | $174,908,506 | 5.58% | |
| CGAU |
Centerra Gold Inc.
Basic Materials
|
7,051,683 | $125,449,440 | 4.00% | |
| AVR |
Anteris Technologies Global Corp.
Healthcare
|
7,789,000 | $43,228,950 | 1.38% | |
| EXP |
Eagle Materials Inc
Basic Materials
|
214,538 | $40,644,224 | 1.30% |
Portfolio Trend
24 quarters · across all stocks
Holdings in AAUC
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $33,775,089 | 1,476,184 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||