Stock Taper 
L1 CAPITAL PTY LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NexGen Energy Ltd. | NXE | 34.99M | $328.73M |
 Centerra Gold Inc. | CGAU | 16.34M | $258.97M |
 Hudbay Minerals Inc. | HBM | 9.98M | $235.5M |
 Amcor plc | AMCR | 6.71M | $290.91M |
 Nu Holdings Ltd. | NU | 2.63M | $35.19M |
 HDFC Bank Limited | HDB | 2.19M | $56.68M |
 Aya Gold & Silver Inc. | AYA | 2.07M | $39.26M |
 News Corporation | NWS | 2M | $56M |
 Iamgold Corporation | IAG | 1.51M | $23.96M |
 Alcoa Corporation | AA | 1.44M | $74.85M |
 Lithium Argentina AG | LAR | 1.37M | $11.33M |
 CRH plc | CRH | 1.26M | $135.3M |
 Builders FirstSource, Inc. | BLDR | 600.27K | $53.71M |
 Zillow Group, Inc. Class C | Z | 499.34K | $15.74M |
 Ferguson plc | FERG | 84.1K | $19.96M |
 Intuit Inc. | INTU | 49.97K | $13.04M |