Long-term investor
L1 Capital Pty LTD @l1capitalptyltd
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001817646).
Record
- Tracked since 2025-06-30 (448 days), 96 trades recorded
- Returns: week n/a · month n/a · 90 days -12.4% · 6 months n/a · 1 year +39.7% · all +39.7%
- Max drawdown n/a · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- EGO · 15.1% · long · since 2025-06-30
- NXE · 11.0% · long · since 2025-06-30
- G0250X149 · 9.8% · long · since 2026-03-31
- EQX · 8.8% · long · since 2025-06-30
- CGAU · 8.7% · long · since 2026-03-31
- TGB · 8.0% · long · since 2026-06-30
- HBM · 7.9% · long · since 2025-06-30
- BTG · 6.1% · long · since 2026-06-30
- G25508105 · 4.5% · long · since 2025-06-30
- OGC · 2.7% · long · since 2026-06-30
- AVR · 2.6% · long · since 2025-06-30
- AA · 2.5% · long · since 2025-06-30