L1 Capital Pty Ltd Q1 2021 Filing
Filed May 7, 2021
Portfolio Value
$398.0B
Holdings
11
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TECK/BTECK RESOURCES LTD | 4,670,268 | $89.6B | 22.51% | |
| 2 | CVECENOVUS ENERGY INC | 9,669,142 | $72.7B | 18.27% | |
| 3 | WFCWELLS FARGO CO NEW | 1,711,136 | $66.9B | 16.80% | |
| 4 | CRCCANADIAN NAT RES LTD | 2,004,645 | $61.9B | 15.55% | |
| 5 | PANWPALO ALTO NETWORKS INC | 93,202 | $30.0B | 7.54% | |
| 6 | ARWRARROWHEAD PHARMACEUTICALS IN | 296,024 | $19.6B | 4.93% | |
| 7 | HCCWARRIOR MET COAL INC | 1,021,078 | $17.5B | 4.39% | |
| 8 | DESPDESPEGAR COM CORP | 1,009,828 | $13.8B | 3.46% | |
| 9 | MDGLMADRIGAL PHARMACEUTICALS INC | 112,604 | $13.2B | 3.31% | |
| 10 | DRIOEURDARIOHEALTH CORP | 515,222 | $9.9B | 2.49% | |
| 11 | FINVFINVOLUTION GROUP | 422,946 | $3.0B | 0.75% |