Q2 2026 13F · SEC CIK 1878742

L1 Global Manager Pty Ltd

Hedge fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $119.7M
Reported positions: 115
Holdings vs S&P 500, 3 yrs: —
Average holding period: 2 qtrs

L1 Global Manager Pty Ltd is a hedge fund that reported 115 positions worth $119.7M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Starlink Ai Acquisition Corp (3.4%), Disciplined Growth (DGAC-UN, 3.4%), Acp Holdings Acquisition Cor (ACGC, 3.3%).

L1 Global Manager Pty Ltd holdings largest 50 of 115 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

L1 Global Manager Pty Ltd 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
G8443M128Starlink Ai Acquisition Corp	3.4%	—	400,000	—	$4.0M
DGAC-UNDisciplined Growth	3.4%	—	400,000	—	$4.0M
ACGCAcp Holdings Acquisition Cor	3.3%	—	400,000	—	$4.0M
BLRKBluerock Acquisition Corp	2.9%	2.8%	350,000	+0.0%	$3.5M
GRAFGraf Global Corp	2.7%	2.6%	300,000	+0.0%	$3.3M
ALOVAldabra 4 Lqdty Opp Veh Inc	2.5%	2.4%	300,000	+0.0%	$3.0M
NMPNmp Acquisition Corp	2.5%	2.3%	286,000	+0.0%	$2.9M
CUBLionheart Holdings	2.4%	2.3%	270,000	+0.0%	$2.9M
SVCCStellar V Cap Corp	2.4%	2.3%	275,000	+0.0%	$2.9M
BHAVBhav Acquisition Corp	2.3%	—	275,000	—	$2.7M
KFIIK&f Growth Acquisition Corp	2.2%	2.1%	250,000	+0.0%	$2.6M
DBCAD Boral Acquisition I Corp	2.1%	2.0%	250,000	+0.0%	$2.5M
TRADApex Tech Acquisition Inc	2.1%	—	250,000	—	$2.5M
QLEPQuantum Leap Acquisition Cor	2.1%	—	250,000	—	$2.5M
IACOIdea Acquisition Corp	2.1%	—	250,000	—	$2.5M
FVNFuture Vision II Acquisition C	2.1%	1.9%	225,000	+0.0%	$2.5M
G9834D123Xflh Cap Corp	1.9%	1.8%	225,000	+0.0%	$2.3M
ATIIArchimedes Tech Spac Partner	1.8%	1.7%	200,000	+0.0%	$2.2M
G66903132Ocean Cap Acquisition Corp	1.7%	—	200,000	—	$2.0M
MTALMetals Acquisition Corp II	1.7%	—	200,000	—	$2.0M
ADACAmerican Drive Acquisition C	1.7%	—	200,000	—	$2.0M
BIDWUTribeca Strategic Acquisitio	1.7%	—	200,000	—	$2.0M
UDNInvesco Db US Dlr Index Tr	1.6%	1.6%	110,000	+0.0%	$2.0M
LPBBLaunch Two Acquisition Corp.	1.6%	1.5%	175,000	+0.0%	$1.9M
AIIAAi Infrastructure Acquisi	1.5%	—	175,000	—	$1.8M
CAQCambridge Acquisition Corp	1.4%	—	175,000	—	$1.7M
ALDFAldel Finl II Inc	1.4%	1.4%	160,000	+0.0%	$1.7M
CGCFUCartesian Growth Corp IV	1.3%	—	150,000	—	$1.5M
RFAMRf Acquisition Corp III	1.2%	—	150,000	—	$1.5M
NOEMCo2 Energy Transition Corp	1.2%	1.2%	140,000	+0.0%	$1.5M
NBRGNewbridge Acquisition Ltd	1.1%	1.1%	135,000	+0.0%	$1.3M
EVACEqv Ventures Ac Corp. II	1.1%	1.1%	131,200	+0.0%	$1.3M
FTHAUForefront Technology Holding	1.1%	—	125,000	—	$1.3M
SORNSoren Acquisition Corp	1.0%	1.0%	120,000	+0.0%	$1.2M
POLEAndretti Acquisition Corp II	0.9%	0.9%	100,000	+0.0%	$1.1M
G93Y7F122Vernal Cap Acquisition Corp	0.9%	—	100,000	—	$1.1M
NTWONewbury Str II Acquisition C	0.9%	0.8%	100,000	+0.0%	$1.1M
LCCCULakeshore Acquisition III Co	0.9%	0.8%	100,000	+0.0%	$1.1M
COPLCopley Acquisition Corp	0.9%	0.8%	100,000	+0.0%	$1.0M
WTGUWintergreen Acquisition Corp	0.9%	0.8%	100,000	+0.0%	$1.0M
NHICNewhold Invt Corp III	0.9%	1.3%	95,000	-36.7%	$1.0M
BLUWBlue Wtr Acquisition Corp. I	0.9%	0.8%	100,000	+0.0%	$1.0M
RDAGRepublic Digital Acquisition	0.9%	0.8%	100,000	+0.0%	$1.0M
GTERAGloba Terra Acquisition Cor	0.9%	0.8%	100,000	+0.0%	$1.0M
OYSEOyster Enterprises II Acquis	0.9%	0.8%	100,000	+0.0%	$1.0M
YCYAa Mission Acquisition Corp	0.8%	0.8%	100,000	+0.0%	$1.0M
DMIIUDrugs Made in Amer Acq II Co	0.8%	0.8%	100,000	+0.0%	$1.0M
MKLYMckinley Acquisition Corp	0.8%	0.8%	100,000	+0.0%	$1.0M
BPACBlueport Acquisition Ltd	0.8%	0.8%	100,000	+0.0%	$1.0M
IRHOIron Horse Acquisit II Corp	0.8%	—	100,000	—	$1.0M

What L1 Global Manager Pty Ltd bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

NHIC Newhold Invt Corp III-36.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$119.7M	115
Q1 2026	$123.9M	112
Q4 2025	$152.8M	94

Questions about L1 Global Manager Pty Ltd's portfolio

What stocks does L1 Global Manager Pty Ltd own?

L1 Global Manager Pty Ltd's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 115 positions worth $119.7M. The largest are Starlink Ai Acquisition Corp at 3.4%, Disciplined Growth (DGAC-UN) at 3.4%, Acp Holdings Acquisition Cor (ACGC) at 3.3%, Bluerock Acquisition Corp (BLRK) at 2.9% and Graf Global Corp (GRAF) at 2.7%.

What did L1 Global Manager Pty Ltd buy last quarter?

L1 Global Manager Pty Ltd opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.

What did L1 Global Manager Pty Ltd sell last quarter?

In Q2 2026, L1 Global Manager Pty Ltd cut from its top 50 Centurion Acquisition Corp (ALF), cut from its top 50 Gp-Act III Acquisition-A (GPAT), cut from its top 50 Melar Acquisition Corp. I (MACI), cut from its top 50 Bhav Acquisition Corp (BHAVU), cut from its top 50 Apex Tech Acquisition Inc and Newhold Invt Corp III (NHIC) (-36.7% shares), compared with its Q1 2026 filing.

When is L1 Global Manager Pty Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. L1 Global Manager Pty Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.