L1 Global Manager Pty Ltd holds a diversified book of 112 stocks worth $123.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Bluerock Acquisition Corp-A and trimmed Centurion Acquisition Corp. Their largest long position is Centurion Acquisition Corp at 5% of the equity book. They also disclosed $25.5M in put options (a bearish bet), shown separately below and excluded from the equity book.
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Use Arkolith to show L1 Global Manager Pty Ltd's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as L1 Global Manager Pty Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Clear Street Group Inc. | 77 / 80 | $83.7M |
| Radcliffe Capital Management, L.P. | 67 / 80 | $273.3M |
| TORONTO DOMINION BANK | 66 / 80 | $164.8M |
| BERKLEY W R CORP | 65 / 80 | $316.3M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 64 / 80 | $251.6M |
| AQR Arbitrage LLC | 63 / 80 | $548.7M |
| TWO SIGMA INVESTMENTS, LP | 63 / 80 | $283.8M |
| Magnetar Financial LLC | 62 / 80 | $631.9M |
Ranked by how many of L1 Global Manager Pty Ltd's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Centurion Acquisition Corp SHS CL A | $6.2M | 575.0K | 5.0% | ▼−15% Reduced · −100K sh | |
| 2 | GP-Act III Acquisition Corp CL A | $6.2M | 567.6K | 5.0% | —Held | |
| 3 | Melar Acquisition Corp. I SHS CL A | $3.6M | 335.0K | 2.9% | —Held | |
| 4 | Bluerock Acquisition Corp USD CL A ORD SHS | $3.5M | 350.0K | 2.8% | ▲New New position | |
| 5 | Graf Global Corp ORD SHS CL A | $3.2M | 300.0K | 2.6% | —Held | |
| 6 | Aldabra 4 Lqdty Opp Veh Inc CL A ORD SHS | $2.9M | 300.0K | 2.4% | ▲New New position | |
| 7 | NMP Acquisition Corp CL A | $2.9M | 286.0K | 2.3% | —Held | |
| 8 | Lionheart Holdings SHS CL A | $2.9M | 270.0K | 2.3% | —Held | |
| 9 | Stellar V Cap Corp SHS CL A | $2.9M | 275.0K | 2.3% | —Held | |
| 10 | Bhav Acquisition Corp UNIT 03/18/2031 | $2.7M | 275.0K | 2.2% | ▲New New position | |
| 11 | K&F Growth Acquisition Corp SHS CL A | $2.6M | 250.0K | 2.1% | —Held | |
| 12 | Apex Tech Acquisition Inc UNIT 99/99/9999 | $2.5M | 250.0K | 2.0% | ▲New New position | |
| 13 | Idea Acquisition Corp UNIT 01/06/2031 | $2.5M | 250.0K | 2.0% | ▲New New position | |
| 14 | D Boral Acquisition I Corp ORD SHS CL A | $2.5M | 250.0K | 2.0% | ▲New New position | |
| 15 | Future Vision II Acquisition SHS | $2.4M | 225.0K | 1.9% | —Held | |
| 16 | XFLH Cap Corp UNIT 99/99/9999 | $2.2M | 225.0K | 1.8% | ▲New New position | |
| 17 | Sim Acquisition Corp. I SHS CL A | $2.1M | 200.0K | 1.7% | —Held | |
| 18 | Tavia Acquisition Corp UNIT 99/99/9999 | $2.1M | 200.0K | 1.7% | —Held | |
| 19 | Drugs Made In Amer Acqutn Co ORD SHS | $2.1M | 200.0K | 1.7% | —Held | |
| 20 | Archimedes Tech Spac Partner ORD SHS | $2.1M | 200.0K | 1.7% | —Held | |
| 21 | Cartesian Growth Corp III COM CL A | $2.1M | 200.0K | 1.7% | —Held | |
| 22 | Metals Acquisition Corp II UNIT 99/99/9999 | $2.0M | 200.0K | 1.6% | ▲New New position | |
| 23 | American Drive Acquisition C UNIT 12/04/2030 | $2.0M | 200.0K | 1.6% | —Held | |
| 24 | Invesco DB US DLR Index TR BEARISH FD | $2.0M | 110.0K | 1.6% | —Held | |
| 25 | Launch Two Acquisition Corp. ORD SHS CL A | $1.9M | 175.0K | 1.5% | —Held | |
| 26 | Translational Dev Acquisitio COM CL A | $1.9M | 175.0K | 1.5% | —Held | |
| 27 | AI Infrastructure Acquisi UNIT 99/99/9999 | $1.8M | 175.0K | 1.4% | —Held | |
| 28 | Mountain Lake Acquisition Co SHS CL A | $1.8M | 170.0K | 1.4% | —Held | |
| 29 | Cambridge Acquisition Corp UNIT 01/30/2031 | $1.7M | 175.0K | 1.4% | ▲New New position | |
| 30 | Aldel Finl II Inc CL A | $1.7M | 160.0K | 1.4% | —Held | |
| 31 | Legato Merger Corp III ORD SHS | $1.6M | 150.0K | 1.3% | —Held | |
| 32 | Newhold Invt Corp III ORD SHS CL A | $1.6M | 150.0K | 1.3% | —Held | |
| 33 | RF Acquisition Corp III UNIT 01/28/2031 | $1.5M | 150.0K | 1.2% | ▲New New position | |
| 34 | Co2 Energy Transition Corp COM | $1.5M | 140.0K | 1.2% | —Held | |
| 35 | Newbridge Acquisition Ltd CL A ORD SHS | $1.3M | 135.0K | 1.1% | ▲New New position | |
| 36 | Eqv Ventures Ac Corp. II ORD SHS CL A | $1.3M | 131.2K | 1.1% | —Held | |
| 37 | Soren Acquisition Corp USD CL A ORD SHS | $1.2M | 120.0K | 1.0% | ▲New New position | |
| 38 | Andretti Acquisition Corp II ORD SHS CL A | $1.1M | 100.0K | 0.9% | —Held | |
| 39 | Newbury STR II Acquisition C ORD SHS CL A | $1.1M | 100.0K | 0.8% | —Held | |
| 40 | Lakeshore Acquisition III Co UNIT 99/99/9999 | $1.0M | 100.0K | 0.8% | —Held | |
| 41 | Copley Acquisition Corp ORD SHS CL A | $1.0M | 100.0K | 0.8% | —Held | |
| 42 | Blue WTR Acquisition Corp. I ORD SHS CL A | $1.0M | 100.0K | 0.8% | —Held | |
| 43 | Wintergreen Acquisition Corp SHS | $1.0M | 100.0K | 0.8% | —Held | |
| 44 | Republic Digital Acquisition USD CL A ORD SHS | $1.0M | 100.0K | 0.8% | —Held | |
| 45 | Globa Terra Acquisition Cor CL A ORD SHS | $1.0M | 100.0K | 0.8% | —Held | |
| 46 | Oyster Enterprises II Acquis ORD SHS CL A | $1.0M | 100.0K | 0.8% | —Held | |
| 47 | Aa Mission Acquisition Corp ORD SHS CL A | $1.0M | 100.0K | 0.8% | —Held | |
| 48 | Drugs Made In Amer Acq II Co UNIT 09/16/2030 | $1.0M | 100.0K | 0.8% | —Held | |
| 49 | McKinley Acquisition Corp SHS CL A | $1.0M | 100.0K | 0.8% | —Held | |
| 50 | Blueport Acquisition Ltd USD CL A ORD SHS | $1.0M | 100.0K | 0.8% | ▲New New position |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | ISHR IBX USD HIYLD CB ETF-UIHYG | $15.9M | 200K |
| PUT · bearish | SEALSQ CORPLAES | $5.9M | 2.3M |
| PUT · bearish | NVIDIA CORPNVDA | $3.5M | 20K |
| PUT · bearish | ALIBABA GROUP HOLDING-SP ADRBABA | $188K | 2K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.