L1 Global Manager Pty Ltd
CIK: 0001878742SEC EDGAR →
Portfolio Value
$152.8M
Holdings
95
As of
Q4 2025
New Positions
95
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MULTISENSOR AI HOLDINGS INC | 2,444,988 | $704.0M | 460.71% |
| 2 | 3 E NETWORK TECHNOLOGY GROUP | 1,248,611 | $299.0M | 195.67% |
| 3 | C3IS INC | 861,260 | $198.0M | 129.57% |
| 4 | NVIDIA CORPORATION | 130,000 | $24.2M | 15.87% |
| 5 | COLUMBUS ACQUISITION CORP | 49,536 | $16.0M | 10.47% |
| 6 | ARK ETF TR | 200,000 | $15.4M | 10.07% |
| 7 | GLOBA TERRA ACQUISITION COR | 75,000 | $9.0M | 5.89% |
| 8 | CENTURION ACQUISITION CORP | 675,000 | $7.2M | 4.70% |
| 9 | GP-ACT III ACQUISITION CORP | 567,566 | $6.1M | 3.97% |
| 10 | AA MISSION ACQUISITION CORP | 500,000 | $5.3M | 3.49% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 13 | $1.0B | 75.9% |
| Industrials | 4 | $198.4M | 14.4% |
| Financial Services | 65 | $128.5M | 9.3% |
| Unknown | 5 | $4.0M | 0.3% |
| Energy | 3 | $2.5M | 0.2% |
| Basic Materials | 1 | $128K | 0.0% |
| Healthcare | 3 | $73K | 0.0% |
| Communication Services | 1 | $44K | 0.0% |