L1 Global Manager Pty Ltd

13F filer · CIK 0001878742

Reported Aug 13, 2026

Net seller this quarter

13F portfolio value$142MU.S. long equity reported on 13F

Positions10435 new · 36 closed

Net flow last quarter-$12.5MBuys minus sells

Top 10 positions weight21.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 2026104 positions
ACGCACP Holdings Acquisition Corp.	$3.98M	2.81%	Not reported	New	Q2 2026
BLRKBluerock Acquisition Corp.	$3.49M	2.47%	Not reported	Not reported	Q1 2026
TONTGraf Global Corp.	$3.26M	2.30%	Not reported	Not reported	Q4 2025
ALOVAldabra 4 Liquidity Opportunity Vehicle, Inc.	$2.98M	2.11%	Not reported	Not reported	Q1 2026
NMPNMP Acquisition Corp.	$2.93M	2.07%	Not reported	Not reported	Q4 2025
CUBLionheart Holdings	$2.91M	2.05%	Not reported	Not reported	Q4 2025
SVCCStellar V Capital Corp. (Cayman Islands)	$2.9M	2.05%	Not reported	Not reported	Q4 2025
BHAVBHAV Acquisition Corp	$2.73M	1.93%	Not reported	New	Q2 2026
KFIIK&F Growth Acquisition Corp. II	$2.64M	1.86%	Not reported	Not reported	Q4 2025
DBCAD. Boral Acquisition I Corp.	$2.49M	1.76%	Not reported	Not reported	Q1 2026
TRADAPEX Tech Acquisition Inc.	$2.49M	1.76%	7.97%	New	Q2 2026
QLEPQuantum Leap Acquisition Corp	$2.48M	1.75%	Not reported	New	Q2 2026
IACOIdea Acquisition Corp.	$2.48M	1.75%	0.57%	New	Q2 2026
FVNFuture Vision II Acquisition Corp.	$2.46M	1.74%	2.98%	Not reported	Q4 2025
ATIIArchimedes Tech SPAC Partners II Co.	$2.16M	1.52%	3.03%	Not reported	Q4 2025
MTALMetals Acquisition Corp. II	$2.03M	1.43%	Not reported	New	Q2 2026
ADACAmerican Drive Acquisition Co	$2M	1.42%	Not reported	New	Q2 2026
BIDWUTribeca Strategic Acquisition Corp.	$1.99M	1.41%	Not reported	New	Q2 2026
UDNInvesco DB US Dollar Index Bearish Fund	$1.96M	1.39%	1.83%	Not reported	Q4 2025
LPBBLaunch Two Acquisition Corp.	$1.88M	1.33%	Not reported	Not reported	Q4 2025
AIIAAI Infrastructure Acquisition Corp.	$1.79M	1.26%	Not reported	New	Q2 2026
CAQCambridge Acquisition Corp.	$1.73M	1.23%	Not reported	New	Q2 2026
ALDFAldel Financial II Inc.	$1.71M	1.21%	0.54%	Not reported	Q4 2025
CGCFUCartesian Growth Corp IV	$1.5M	1.06%	Not reported	New	Q2 2026
RFAMRF Acquisition Corp III	$1.49M	1.05%	3.81%	New	Q2 2026
NOEMCO2 Energy Transition Corp.	$1.46M	1.03%	5.21%	Not reported	Q4 2025
NBRGNewbridge Acquisition Ltd	$1.35M	0.95%	9.39%	Not reported	Q1 2026
EVACEQV Ventures Acquisition Corp. II	$1.34M	0.94%	Not reported	Not reported	Q4 2025
FTHAUForefront Tech Holdings Acquisition Corp	$1.28M	0.90%	Not reported	New	Q2 2026
SORNSoren Acquisition Corp.	$1.19M	0.84%	Not reported	Not reported	Q1 2026
POLEAndretti Acquisition Corp. II	$1.08M	0.76%	Not reported	Not reported	Q4 2025
NTWONewbury Street II Acquisition Corp	$1.06M	0.75%	Not reported	Not reported	Q4 2025
LCCCULakeshore Acquisition III Corp.	$1.05M	0.74%	Not reported	Not reported	Q4 2025
COPLCopley Acquisition Corp	$1.04M	0.74%	Not reported	Not reported	Q4 2025
WTGWintergreen Acquisition Corp.	$1.04M	0.74%	5.85%	Not reported	Q4 2025
NHICNewHold Investment Corp. III	$1.03M	0.73%	Not reported	-36.7%	Q4 2025
BLUWBlue Water Acquisition Corp. III	$1.03M	0.73%	Not reported	Not reported	Q4 2025
RDAGRepublic Digital Acquisition Co	$1.03M	0.73%	Not reported	Not reported	Q4 2025
GTERAGloba Terra Acquisition Corp	$1.03M	0.73%	Not reported	Not reported	Q4 2025
OYSEOyster Enterprises II Acquisition Corp	$1.03M	0.73%	Not reported	Not reported	Q4 2025
YCYAA Mission Acquisition Corp. II	$1.02M	0.72%	0.84%	Not reported	Q4 2025
DMIIUDrugs Made In America Acquisition II Corp.	$1.02M	0.72%	Not reported	Not reported	Q4 2025
MKLYMcKinley Acquisition Corp	$1.02M	0.72%	Not reported	Not reported	Q4 2025
BPACBlueport Acquisition Ltd	$1.01M	0.71%	6.96%	Not reported	Q1 2026
IRHOIron Horse Acquisition II Corp.	$1M	0.71%	1.58%	Not reported	Q1 2026
LPCVLaunchpad Cadenza Acquisition Corp I	$1M	0.71%	Not reported	Not reported	Q1 2026
AACOAbony Acquisition Corp. I	$990K	0.70%	Not reported	New	Q2 2026
AACBArtius II Acquisition Inc.	$787K	0.56%	Not reported	Not reported	Q4 2025
CCAQCollective Acquisition Corp.	$782K	0.55%	Not reported	Not reported	Q4 2025
SPEGSilver Pegasus Acquisition Corp.	$770K	0.54%	Not reported	Not reported	Q4 2025

Q1 2026Reported May 15, 2026105 positions
ALFCenturion Acquisition Corp.	$6.19M	4.14%	Not reported	-14.8%	Q4 2025
GPATGP-Act III Acquisition Corp.	$6.15M	4.12%	Not reported	Not reported	Q4 2025
MACIMelar Acquisition Corp. I/Cayman	$3.61M	2.41%	Not reported	Not reported	Q4 2025
BLRKBluerock Acquisition Corp.	$3.47M	2.32%	Not reported	New	Q1 2026
TONTGraf Global Corp.	$3.21M	2.15%	Not reported	Not reported	Q4 2025
ALOVAldabra 4 Liquidity Opportunity Vehicle, Inc.	$2.95M	1.97%	Not reported	New	Q1 2026
NMPNMP Acquisition Corp.	$2.91M	1.94%	Not reported	Not reported	Q4 2025
CUBLionheart Holdings	$2.91M	1.94%	Not reported	Not reported	Q4 2025
SVCCStellar V Capital Corp. (Cayman Islands)	$2.87M	1.92%	Not reported	Not reported	Q4 2025
BHAVUBHAV Acquisition Corp	$2.74M	1.84%	Not reported	New	Q1 2026
KFIIK&F Growth Acquisition Corp. II	$2.61M	1.74%	Not reported	Not reported	Q4 2025
IACOUIdea Acquisition Corp.	$2.48M	1.66%	Not reported	New	Q1 2026
DBCAD. Boral Acquisition I Corp.	$2.47M	1.65%	Not reported	New	Q1 2026
FVNFuture Vision II Acquisition Corp.	$2.41M	1.61%	2.98%	Not reported	Q4 2025
SIMASIM Acquisition Corp. I	$2.14M	1.43%	Not reported	Not reported	Q4 2025
TAVIUTavia Acquisition Corp.	$2.13M	1.42%	Not reported	Not reported	Q4 2025
DMAADrugs Made In America Acquisition Corp.	$2.1M	1.40%	1.87%	Not reported	Q4 2025
ATIIArchimedes Tech SPAC Partners II Co.	$2.08M	1.39%	3.03%	Not reported	Q4 2025
FACFactorial Energy Inc.	$2.05M	1.37%	3.95%	Not reported	Q4 2025
MTAL.UMetals Acquisition Corp. II	$2.02M	1.35%	Not reported	New	Q1 2026
ADACUAmerican Drive Acquisition Co	$2M	1.34%	Not reported	Not reported	Q4 2025
UDNInvesco DB US Dollar Index Bearish Fund	$1.98M	1.33%	1.38%	Not reported	Q4 2025
LPBBLaunch Two Acquisition Corp.	$1.86M	1.24%	Not reported	Not reported	Q4 2025
TDACTranslational Development Acquisition Corp.	$1.85M	1.24%	Not reported	Not reported	Q4 2025
MLACMountain Lake Acquisition Corp.	$1.79M	1.20%	Not reported	Not reported	Q4 2025
CAQUUCambridge Acquisition Corp.	$1.74M	1.17%	Not reported	New	Q1 2026
ALDFAldel Financial II Inc.	$1.69M	1.13%	0.54%	Not reported	Q4 2025
LEGTLegato Merger Corp. III	$1.65M	1.10%	2.64%	Not reported	Q4 2025
NHICNewHold Investment Corp. III	$1.56M	1.04%	Not reported	Not reported	Q4 2025
RFAMURF Acquisition Corp III	$1.49M	0.99%	Not reported	New	Q1 2026
NOEMCO2 Energy Transition Corp.	$1.45M	0.97%	5.21%	Not reported	Q4 2025
NBRGNewbridge Acquisition Ltd	$1.33M	0.89%	9.39%	New	Q1 2026
EVACEQV Ventures Acquisition Corp. II	$1.32M	0.89%	Not reported	Not reported	Q4 2025
SORNSoren Acquisition Corp.	$1.19M	0.79%	Not reported	New	Q1 2026
POLEAndretti Acquisition Corp. II	$1.06M	0.71%	Not reported	Not reported	Q4 2025
NTWONewbury Street II Acquisition Corp	$1.05M	0.70%	Not reported	Not reported	Q4 2025
LCCCULakeshore Acquisition III Corp.	$1.05M	0.70%	Not reported	Not reported	Q4 2025
COPLCopley Acquisition Corp	$1.03M	0.69%	Not reported	Not reported	Q4 2025
BLUWBlue Water Acquisition Corp. III	$1.03M	0.69%	Not reported	Not reported	Q4 2025
WTGWintergreen Acquisition Corp.	$1.03M	0.69%	5.85%	Not reported	Q4 2025
RDAGRepublic Digital Acquisition Co	$1.02M	0.68%	Not reported	Not reported	Q4 2025
GTERAGloba Terra Acquisition Corp	$1.02M	0.68%	Not reported	Not reported	Q4 2025
OYSEOyster Enterprises II Acquisition Corp	$1.02M	0.68%	Not reported	Not reported	Q4 2025
YCYAA Mission Acquisition Corp. II	$1.01M	0.67%	0.84%	Not reported	Q4 2025
DMIIUDrugs Made In America Acquisition II Corp.	$1M	0.67%	Not reported	Not reported	Q4 2025
MKLYMcKinley Acquisition Corp	$1M	0.67%	Not reported	Not reported	Q4 2025
BPACBlueport Acquisition Ltd	$1M	0.67%	6.96%	New	Q1 2026
AACOUAbony Acquisition Corp. I	$994K	0.67%	Not reported	New	Q1 2026
LPCVLaunchpad Cadenza Acquisition Corp I	$990K	0.66%	Not reported	New	Q1 2026
IRHOIron Horse Acquisition II Corp.	$986K	0.66%	1.58%	New	Q1 2026

Q4 2025Reported Feb 13, 202689 positions
NVDANvidia Corp	$24.2M	15.87%	0.00%	New	Q4 2025
ALFCenturion Acquisition Corp.	$7.19M	4.70%	Not reported	New	Q4 2025
GPATGP-Act III Acquisition Corp.	$6.07M	3.97%	Not reported	New	Q4 2025
AAMApollo Asset Management, Inc.	$5.34M	3.49%	50000.00%	New	Q4 2025
MACIMelar Acquisition Corp. I/Cayman	$3.56M	2.33%	Not reported	New	Q4 2025
BLRKUBluerock Acquisition Corp.	$3.5M	2.29%	Not reported	New	Q4 2025
TONTGraf Global Corp.	$3.23M	2.11%	Not reported	New	Q4 2025
CUBLionheart Holdings	$2.87M	1.88%	Not reported	New	Q4 2025
NMPNMP Acquisition Corp.	$2.87M	1.88%	Not reported	New	Q4 2025
SVCCStellar V Capital Corp. (Cayman Islands)	$2.85M	1.87%	Not reported	New	Q4 2025
KFIIK&F Growth Acquisition Corp. II	$2.59M	1.69%	Not reported	New	Q4 2025
FVNFuture Vision II Acquisition Corp.	$2.38M	1.56%	12.54%	New	Q4 2025
SIMASIM Acquisition Corp. I	$2.12M	1.39%	Not reported	New	Q4 2025
TAVIUTavia Acquisition Corp.	$2.1M	1.37%	Not reported	New	Q4 2025
DMAADrugs Made In America Acquisition Corp.	$2.07M	1.36%	1.87%	New	Q4 2025
ATIIArchimedes Tech SPAC Partners II Co.	$2.07M	1.36%	3.03%	New	Q4 2025
FACFactorial Energy Inc.	$2.06M	1.35%	3.97%	New	Q4 2025
UDNInvesco DB US Dollar Index Bearish Fund	$2.01M	1.31%	1.33%	New	Q4 2025
ADACUAmerican Drive Acquisition Co	$1.99M	1.30%	Not reported	New	Q4 2025
LPBBLaunch Two Acquisition Corp.	$1.84M	1.20%	Not reported	New	Q4 2025
TDACTranslational Development Acquisition Corp.	$1.84M	1.20%	Not reported	New	Q4 2025
MLACMountain Lake Acquisition Corp.	$1.77M	1.16%	Not reported	New	Q4 2025
ALDFAldel Financial II Inc.	$1.68M	1.10%	0.54%	New	Q4 2025
LEGTLegato Merger Corp. III	$1.63M	1.07%	2.64%	New	Q4 2025
HSPTHorizon Space Acquisition II Corp.	$1.58M	1.04%	6.88%	New	Q4 2025
NHICNewHold Investment Corp. III	$1.55M	1.02%	Not reported	New	Q4 2025
NOEMCO2 Energy Transition Corp.	$1.44M	0.94%	5.21%	New	Q4 2025
EGOEldorado Gold Corp	$1.44M	0.94%	0.02%	New	Q4 2025
EVACEQV Ventures Acquisition Corp. II	$1.32M	0.86%	Not reported	New	Q4 2025
PSTVCerenome, Inc.	$1.17M	0.76%	Not reported	New	Q4 2025
FTWPRESIDIO PRODUCTION Co	$1.14M	0.75%	Not reported	New	Q4 2025
POLEAndretti Acquisition Corp. II	$1.05M	0.69%	Not reported	New	Q4 2025
NTWONewbury Street II Acquisition Corp	$1.04M	0.68%	Not reported	New	Q4 2025
COLAColumbus Acquisition Corp/Cayman Islands	$1.04M	0.68%	5.14%	New	Q4 2025
BLUWBlue Water Acquisition Corp. III	$1.03M	0.68%	Not reported	New	Q4 2025
LCCCULakeshore Acquisition III Corp.	$1.03M	0.67%	Not reported	New	Q4 2025
COPLCopley Acquisition Corp	$1.03M	0.67%	Not reported	New	Q4 2025
WTGWintergreen Acquisition Corp.	$1.02M	0.67%	5.85%	New	Q4 2025
RDAGRepublic Digital Acquisition Co	$1.01M	0.66%	Not reported	New	Q4 2025
OYSEOyster Enterprises II Acquisition Corp	$1.01M	0.66%	Not reported	New	Q4 2025
GTERAGloba Terra Acquisition Corp	$1.01M	0.66%	Not reported	New	Q4 2025
BPACUBlueport Acquisition Ltd	$1.01M	0.66%	Not reported	New	Q4 2025
DMIIUDrugs Made In America Acquisition II Corp.	$1M	0.66%	Not reported	New	Q4 2025
LPCVULaunchpad Cadenza Acquisition Corp I	$998K	0.65%	Not reported	New	Q4 2025
MKLYMcKinley Acquisition Corp	$997K	0.65%	Not reported	New	Q4 2025
YCYAA Mission Acquisition Corp. II	$996K	0.65%	Not reported	New	Q4 2025
IRHOUIron Horse Acquisition II Corp.	$995K	0.65%	Not reported	New	Q4 2025
AACBArtius II Acquisition Inc.	$773K	0.51%	Not reported	New	Q4 2025
CCAQCollective Acquisition Corp.	$767K	0.50%	Not reported	New	Q4 2025
LAESSEALSQ Corp	$756K	0.49%	0.10%	New	Q4 2025

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