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L1 Capital Pty Ltd · 13F 持仓分析
期权收益计算器 机构排行

L1 Capital Pty Ltd

No.1373 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$29.75亿
环比变动 Q1 2026
+$4.28亿+16.8%
持仓股票数
24
新买入
10
加仓
9
减仓
4
清仓
8
持股不变
1
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
EELDORADO GOLD NEWEGO
15.07%14.07%$4.48亿1,441.8万股$3.58亿1,044.0万股+397.7万股+38.09%加仓
NEXGEN ENERGYNXE
11.05%16.04%$3.29亿3,499.2万股$4.08亿3,522.1万股-22.9万股-0.65%减仓
AAMCORAMCR
9.78%6.87%$2.91亿671.1万股$1.75亿440.0万股+231.0万股+52.51%加仓
EEQUINOX GOLDEQX
8.84%13.82%$2.63亿2,705.6万股$3.52亿2,433.1万股+272.5万股+11.20%加仓
CCENTERRA GOLDCGAU
8.7%4.91%$2.59亿1,633.7万股$1.25亿705.2万股+928.5万股+131.68%加仓
TTREKOR METALS LTDTGB
8.02%$2.39亿3,468.7万股$00股+3,468.7万股新买入
HHUDBAY MINERALSHBM
7.92%$2.36亿997.7万股$00股+997.7万股新买入
BB2GOLDBTG
6.14%$1.83亿4,883.8万股$00股+4,883.8万股新买入
CCRHCRH
4.55%7.64%$1.35亿126.5万股$1.95亿185.0万股-58.6万股-31.66%减仓
OOCEANAGOLD CORP COM NEWOGC
2.66%$7,912.6万315.8万股$00股+315.8万股新买入
AANTERIS TECHNOLOGIES GLOBAL COMAVR
2.58%1.7%$7,672.2万778.9万股$4,322.9万778.9万股00.00%持仓不变
美铝AA
2.52%$7,485.5万143.6万股$00股+143.6万股新买入
HHDFC BANKHDB
1.91%1.24%$5,668.4万219.4万股$3,157.0万126.9万股+92.6万股+72.95%加仓
新闻集团NWSA
1.88%4.74%$5,600.5万199.6万股$1.21亿423.5万股-223.9万股-52.87%减仓
LENNARLEN
1.81%0.95%$5,371.2万60.0万股$2,408.2万29.3万股+30.8万股+105.22%加仓
AAYA GOLD & SILVER INCAYA
1.32%$3,926.4万207.4万股$00股+207.4万股新买入
NubankNU
1.18%1.2%$3,519.5万263.4万股$3,061.0万213.0万股+50.4万股+23.67%加仓
ISOENERGYISOU
0.93%1.03%$2,769.5万277.9万股$2,631.0万248.5万股+29.4万股+11.82%加仓
IIAMGOLDIAG
0.81%1.12%$2,395.6万151.2万股$2,841.3万151.0万股+2,632股+0.17%加仓
FERGUSON ENTERPRISESFERG
0.67%$1,996.0万8.4万股$00股+8.4万股新买入
ZILLOW CL AZ
0.53%2.06%$1,573.9万49.9万股$5,252.5万126.9万股-77.0万股-60.66%减仓
财捷INTU
0.44%$1,304.3万5.0万股$00股+5.0万股新买入
LLITHIUM ARGENTINALAR
0.38%$1,133.0万137.0万股$00股+137.0万股新买入
SSIGMA LITHIUM CORPORATION COMSGML
0.33%$970.8万76.7万股$00股+76.7万股新买入

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