L1 Global Manager Pty Ltd Portfolio Stock Holdings

L1 Global Manager Pty Ltd disclosed 112 stock positions valued at approximately $123.9 million in its latest SEC 13F filing. The largest holdings include INVESCO DB US DLR INDEX TR, VANECK ETF TRUST, and KARTOON STUDIOS INC.. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
112
Portfolio Value
$123.9M
Holdings by Sector
L1 Global Manager Pty Ltd Portfolio Holdings in Q1 2026

4 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
INVESCO DB US DLR INDEX TRUDNOther1.60%110,000--$1,980,000
VANECK ETF TRUSTGDXOther0.15%2,000-38,000-95.00%$183,540
KARTOON STUDIOS INC.TOONCommunication Services0.03%61,255--$38,223
CN HEALTHY FOOD TECH GROUP CIROHWFinancial Services0.01%164,715+164,715+100.00%$14,824
L1 Global Manager Pty Ltd Options Holdings in Q1 2026

3 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026HYGiShares iBoxx $ High Yield CorpPUT200,000$15,912,000
Q1 2026NVDANVIDIA CorporationPUT20,000$3,488,000
Q1 2026BABAAlibaba Group Holding LimitedPUT1,500$188,190

Notional value represents the total exposure of the options position.