Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Starlink Ai Acquisition CorpCUSIP G8443M128 | $4.0M | 3.4% | New |
| Disciplined GrowthCUSIP G2775W127 | $4.0M | 3.4% | New |
| Acp Holdings Acquisition CorCUSIP G0113G101 | $4.0M | 3.3% | New |
| Bluerock Acquisition CorpCUSIP G1352R105 | $3.5M | 2.9% | |
| Graf Global CorpCUSIP G4036C106 | $3.3M | 2.7% | |
| Aldabra 4 Lqdty Opp Veh IncCUSIP G01900102 | $3.0M | 2.5% | |
| Nmp Acquisition CorpCUSIP G6375X104 | $2.9M | 2.5% | |
| Lionheart HoldingsCUSIP G5501C109 | $2.9M | 2.4% | |
| Stellar V Cap CorpCUSIP G8475V103 | $2.9M | 2.4% | |
| Bhav Acquisition CorpCUSIP G1R59W101 | $2.7M | 2.3% | New |
| K&f Growth Acquisition CorpCUSIP G52258111 | $2.6M | 2.2% | |
| D Boral Acquisition I CorpCUSIP G2616T101 | $2.5M | 2.1% | |
| Apex Tech Acquisition IncCUSIP G0R21F105 | $2.5M | 2.1% | New |
| Quantum Leap Acquisition CorCUSIP G73167101 | $2.5M | 2.1% | New |
| Idea Acquisition CorpCUSIP G4727U100 | $2.5M | 2.1% | New |
| Future Vision II AcquisitionCUSIP G37068106 | $2.5M | 2.1% | |
| Xflh Cap CorpCUSIP G9834D123 | $2.3M | 1.9% | |
| Archimedes Tech Spac PartnerCUSIP G04537109 | $2.2M | 1.8% | |
| Ocean Cap Acquisition CorpCUSIP G66903132 | $2.0M | 1.7% | New |
| Metals Acquisition Corp IICUSIP G60420109 | $2.0M | 1.7% | New |
| American Drive Acquisition CCUSIP G0R91M105 | $2.0M | 1.7% | New |
| Tribeca Strategic AcquisitioCUSIP G90420129 | $2.0M | 1.7% | New |
| UDNInvesco Db Us Dlr Index Tr | $2.0M | 1.6% | |
| Launch Two Acquisition Corp.CUSIP G5S87A105 | $1.9M | 1.6% | |
| Ai Infrastructure AcquisiCUSIP G01336109 | $1.8M | 1.5% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Archimedes Tech Spac PartnerCUSIP G04537109 | December 31, 2025 | +4.1% | $2.2M |
| Future Vision II AcquisitionCUSIP G37068106 | December 31, 2025 | +3.6% | $2.5M |
| Nmp Acquisition CorpCUSIP G6375X104 | December 31, 2025 | +2.4% | $2.9M |
| Wintergreen Acquisition CorpCUSIP G9717M109 | December 31, 2025 | +2.4% | $1.0M |
| Andretti Acquisition Corp IICUSIP G26745102 | December 31, 2025 | +2.3% | $1.1M |
| Launch Two Acquisition Corp.CUSIP G5S87A105 | December 31, 2025 | +2.2% | $1.9M |
| Lakeshore Acquisition III CoCUSIP G5353S129 | December 31, 2025 | +2.1% | $1.1M |
| K&f Growth Acquisition CorpCUSIP G52258111 | December 31, 2025 | +2.0% | $2.6M |
| Newbury Str II Acquisition CCUSIP G6439S109 | December 31, 2025 | +2.0% | $1.1M |
| Copley Acquisition CorpCUSIP G24243100 | December 31, 2025 | +2.0% | $1.0M |
Sold off last quarter
- Centurion Acquisition CorpCUSIP G20315100 was $6.2M
- Gp-act III Acquisition CorpCUSIP G4035N103 was $6.2M
- Melar Acquisition Corp. ICUSIP G6004G100 was $3.6M
- Bhav Acquisition CorpCUSIP G1R59W127 was $2.7M
- Apex Tech Acquisition IncCUSIP G0R21F121 was $2.5M
- Idea Acquisition CorpCUSIP G4727U126 was $2.5M
- Sim Acquisition Corp. ICUSIP G8431T101 was $2.1M
- Tavia Acquisition CorpCUSIP G86880138 was $2.1M
- Drugs Made In Amer Acqutn CoCUSIP G2847J104 was $2.1M
- Cartesian Growth Corp IIICUSIP G19307100 was $2.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +1.2% | +14.8% |
| March 31, 2026 | −2.6% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: L1 Global Manager Pty Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1878742&type=13F-HR&dateb=&owner=include&count=40CIK 1878742
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1878742/000187874226000005/Filed August 13, 2026 · accession 0001878742-26-000005