L1 Capital Pty Ltd Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$1.9T
Holdings
20
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ELDELDORADO GOLD CORP NEW | 9,640,407 | $346.3B | 18.06% | |
| 2 | NXENEXGEN ENERGY LTD | 33,642,681 | $309.1B | 16.13% | |
| 3 | EQXEQUINOX GOLD CORP | 20,164,556 | $283.1B | 14.77% | |
| 4 | TGBTASEKO MINES LTD | 35,545,632 | $201.2B | 10.49% | |
| 5 | NWSNEWS CORP NEW | 4,273,704 | $126.6B | 6.61% | |
| 6 | ZZILLOW GROUP INC | 1,729,313 | $118.0B | 6.15% | |
| 7 | ICEINTERCONTINENTAL EXCHANGE IN | 679,203 | $110.0B | 5.74% | |
| 8 | CVECENOVUS ENERGY INC | 5,655,769 | $95.7B | 4.99% | |
| 9 | AAALCOA CORP | 1,545,476 | $82.1B | 4.28% | |
| 10 | AAUCALLIED GOLD CORP | 1,476,184 | $33.8B | 1.76% | |
| 11 | NUENUCOR CORP | 203,632 | $33.2B | 1.73% | |
| 12 | FLUTFLUTTER ENTMT PLC | 138,851 | $29.9B | 1.56% | |
| 13 | SLSSOLARIS RES INC | 3,229,384 | $25.9B | 1.35% | |
| 14 | EXPEAGLE MATLS INC | 120,143 | $24.8B | 1.30% | |
| 15 | JDJD.COM INC | 730,264 | $21.0B | 1.09% | |
| 16 | IMGIAMGOLD CORP | 1,252,077 | $20.6B | 1.08% | |
| 17 | HDBHDFC BANK LTD | 503,481 | $18.4B | 0.96% | |
| 18 | AMRZAMRIZE LTD | 305,255 | $16.5B | 0.86% | |
| 19 | AVRANTERIS TECHNOLOGIES GLOBAL | 2,812,000 | $14.0B | 0.73% | |
| 20 | ISOISOENERGY LTD | 746,588 | $6.8B | 0.35% |