L1 Global Manager Pty Ltd

报告期 2026-03-31 · CIK 0001878742

持仓数

116

前50大市值合计

$124.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

HYG ISHARES TR

IBOXX HI YD ETF · 认沽

$15.9M

200,000

12.8%

— CENTURION ACQUISITION CORP

SHS CL A

$6.2M

575,000

5.0%

— GP-ACT III ACQUISITION CORP

CL A

$6.2M

567,566

4.9%

— SEALSQ CORP

ORD SHS · 认沽

$5.9M

2,250,000

4.7%

— MELAR ACQUISITION CORP. I

SHS CL A

$3.6M

335,000

2.9%

NVDA NVIDIA CORPORATION

COM · 认沽

$3.5M

20,000

2.8%

— BLUEROCK ACQUISITION CORP

USD CL A ORD SHS

$3.5M

350,000

2.8%

— GRAF GLOBAL CORP

ORD SHS CL A

$3.2M

300,000

2.6%

— ALDABRA 4 LQDTY OPP VEH INC

CL A ORD SHS

$2.9M

300,000

2.4%

— NMP ACQUISITION CORP

CL A

$2.9M

286,000

2.3%

— LIONHEART HOLDINGS

SHS CL A

$2.9M

270,000

2.3%

— STELLAR V CAP CORP

SHS CL A

$2.9M

275,000

2.3%

— BHAV ACQUISITION CORP

UNIT 03/18/2031

$2.7M

275,000

2.2%

— K&F GROWTH ACQUISITION CORP

SHS CL A

$2.6M

250,000

2.1%

— APEX TECH ACQUISITION INC

UNIT 99/99/9999

$2.5M

250,000

2.0%

— IDEA ACQUISITION CORP

UNIT 01/06/2031

$2.5M

250,000

2.0%

— D BORAL ACQUISITION I CORP

ORD SHS CL A

$2.5M

250,000

2.0%

— FUTURE VISION II ACQUISITION

SHS

$2.4M

225,000

1.9%

— XFLH CAP CORP

UNIT 99/99/9999

$2.2M

225,000

1.8%

— SIM ACQUISITION CORP. I

SHS CL A

$2.1M

200,000

1.7%

— TAVIA ACQUISITION CORP

UNIT 99/99/9999

$2.1M

200,000

1.7%

— DRUGS MADE IN AMER ACQUTN CO

ORD SHS

$2.1M

200,000

1.7%

— ARCHIMEDES TECH SPAC PARTNER

ORD SHS

$2.1M

200,000

1.7%

— CARTESIAN GROWTH CORP III

COM CL A

$2.1M

200,000

1.6%

— METALS ACQUISITION CORP II

UNIT 99/99/9999

$2.0M

200,000

1.6%

— AMERICAN DRIVE ACQUISITION C

UNIT 12/04/2030

$2.0M

200,000

1.6%

UDN INVESCO DB US DLR INDEX TR

BEARISH FD

$2.0M

110,000

1.6%

— LAUNCH TWO ACQUISITION CORP.

ORD SHS CL A

$1.9M

175,000

1.5%

— TRANSLATIONAL DEV ACQUISITIO

COM CL A

$1.9M

175,000

1.5%

— AI INFRASTRUCTURE ACQUISI

UNIT 99/99/9999

$1.8M

175,000

1.4%

— MOUNTAIN LAKE ACQUISITION CO

SHS CL A

$1.8M

170,000

1.4%

— CAMBRIDGE ACQUISITION CORP

UNIT 01/30/2031

$1.7M

175,000

1.4%

— ALDEL FINL II INC

CL A

$1.7M

160,000

1.4%

— LEGATO MERGER CORP III

ORD SHS

$1.6M

150,000

1.3%

— NEWHOLD INVT CORP III

ORD SHS CL A

$1.6M

150,000

1.2%

— RF ACQUISITION CORP III

UNIT 01/28/2031

$1.5M

150,000

1.2%

NOEM CO2 ENERGY TRANSITION CORP

COM

$1.5M

140,000

1.2%

— NEWBRIDGE ACQUISITION LTD

CL A ORD SHS

$1.3M

135,000

1.1%

— EQV VENTURES AC CORP. II

ORD SHS CL A

$1.3M

131,200

1.1%

— SOREN ACQUISITION CORP

USD CL A ORD SHS

$1.2M

120,000

1.0%

— ANDRETTI ACQUISITION CORP II

ORD SHS CL A

$1.1M

100,000

0.9%

— NEWBURY STR II ACQUISITION C

ORD SHS CL A

$1.1M

100,000

0.8%

— LAKESHORE ACQUISITION III CO

UNIT 99/99/9999

$1.0M

100,000

0.8%

— COPLEY ACQUISITION CORP

ORD SHS CL A

$1.0M

100,000

0.8%

— BLUE WTR ACQUISITION CORP. I

ORD SHS CL A

$1.0M

100,000

0.8%

— WINTERGREEN ACQUISITION CORP

SHS

$1.0M

100,000

0.8%

— REPUBLIC DIGITAL ACQUISITION

USD CL A ORD SHS

$1.0M

100,000

0.8%

— GLOBA TERRA ACQUISITION COR

CL A ORD SHS

$1.0M

100,000

0.8%

— OYSTER ENTERPRISES II ACQUIS

ORD SHS CL A

$1.0M

100,000

0.8%

— AA MISSION ACQUISITION CORP

ORD SHS CL A

$1.0M

100,000

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

33%前 6 大占比

HYG12.8%CENTURION ACQUISITION CORP5.0%GP-ACT III ACQUISITION CORP4.9%SEALSQ CORP4.7%MELAR ACQUISITION CORP. I2.9%NVDA2.8%