L1 Capital Pty Ltd
Top Portfolio Positions
19 positions ·
$2,330,541,358 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NXE |
NexGen Energy Ltd.
Energy
|
35,220,809 | $408,561,384 | 17.53% |
| EGO |
Eldorado Gold Corp /Fi
Basic Materials
|
10,440,333 | $358,416,631 | 15.38% |
| EQX |
Equinox Gold Corp.
Basic Materials
|
24,331,165 | $351,828,645 | 15.10% |
| TGB |
Taseko Mines Ltd
Basic Materials
|
35,110,589 | $226,463,299 | 9.72% |
| CRH |
Crh Public Ltd Co
Basic Materials
|
1,850,331 | $194,506,794 | 8.35% |
| FLUT |
Flutter Entertainment plc
Consumer Cyclical
|
1,769,255 | $180,375,547 | 7.74% |
| AMCR |
Amcor plc
Consumer Cyclical
|
4,400,214 | $174,908,506 | 7.51% |
| CGAU |
Centerra Gold Inc.
Basic Materials
|
7,051,683 | $125,449,440 | 5.38% |
| AVR |
Anteris Technologies Global Corp.
Healthcare
|
7,789,000 | $43,228,950 | 1.85% |
| EXP |
Eagle Materials Inc
Basic Materials
|
214,538 | $40,644,224 | 1.74% |
Holdings in HDB
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,569,983 | 1,268,890 | Shares | Sole | 2026-05-15 | |
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