L1 Capital Pty Ltd Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$292.6B
Holdings
14
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TECK/BTECK RESOURCES LTD | 4,681,337 | $48.8B | 16.67% | |
| 2 | HCCWARRIOR MET COAL INC | 2,490,952 | $38.3B | 13.10% | |
| 3 | ESRTEMPIRE ST RLTY TR INC | 5,375,065 | $37.6B | 12.86% | |
| 4 | CHTRCHARTER COMMUNICATIONS INC N | 69,056 | $35.2B | 12.04% | |
| 5 | CVECENOVUS ENERGY INC | 7,438,985 | $34.7B | 11.87% | |
| 6 | BABAALIBABA GROUP HLDG LTD | 140,568 | $30.3B | 10.36% | |
| 7 | PTONPELOTON INTERACTIVE INC | 367,907 | $21.3B | 7.26% | |
| 8 | MDGLMADRIGAL PHARMACEUTICALS INC | 117,331 | $13.3B | 4.54% | |
| 9 | DESPDESPEGAR COM CORP | 1,723,789 | $12.4B | 4.23% | |
| 10 | CNCEEURCONCERT PHARMACEUTICALS INC | 968,198 | $9.6B | 3.29% | |
| 11 | FINVFINVOLUTION GROUP | 2,711,867 | $4.9B | 1.68% | |
| 12 | ARWRARROWHEAD PHARMACEUTICALS IN | 71,199 | $3.1B | 1.05% | |
| 13 | ESTCELASTIC N V | 32,336 | $3.0B | 1.02% | |
| 14 | AGSPLAYAGS INC | 30,348 | $103.0M | 0.04% |