L1 Capital Pty Ltd
MELBOURNE VIC 3000 C3 · SEC CIK 0001817646
$29.75亿2026Q2 申报市值
24持仓数
82.7%前十大占比 · 第一大 15.1%
9 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TGB 新建仓+$2.39亿
HBM 新建仓+$2.36亿
BTG 新建仓+$1.83亿
CGAU 加仓+$1.47亿
EGO 加仓+$1.24亿
2026Q2 卖出最多 按季末市值估算
TASEKO MINES LTD 清仓-$2.27亿
FLUT 清仓-$1.80亿
NWS 减仓-$6,282.82万
CRH 减仓-$6,268.10万
PROSHARES TR II 清仓-$4,316.41万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EGO | ELDORADO GOLD CORP NEW | $4.48亿 | 15.07% | 14,417,557 | 3,977,224 | 38.1% | $1.24亿 | 加仓 |
| NXE | NEXGEN ENERGY LTD | $3.29亿 | 11.05% | 34,992,263 | -228,546 | -0.6% | -$214.70万 | 减仓 |
| AMCR | AMCOR PLC | $2.91亿 | 9.78% | 6,710,648 | 2,310,434 | 52.5% | $1.00亿 | 加仓 |
| EQX | EQUINOX GOLD CORP | $2.63亿 | 8.84% | 27,055,865 | 2,724,700 | 11.2% | $2,648.41万 | 加仓 |
| CGAU | CENTERRA GOLD INC | $2.59亿 | 8.70% | 16,337,154 | 9,285,471 | 131.7% | $1.47亿 | 加仓 |
| TGB | TREKOR METALS LTD | $2.39亿 | 8.02% | 34,687,011 | 34,687,011 | — | $2.39亿 | 新建仓 |
| HBM | HUDBAY MINERALS INC | $2.36亿 | 7.92% | 9,977,133 | 9,977,133 | — | $2.36亿 | 新建仓 |
| BTG | B2GOLD CORP | $1.83亿 | 6.14% | 48,837,914 | 48,837,914 | — | $1.83亿 | 新建仓 |
| CRH | CRH PLC | $1.35亿 | 4.55% | 1,264,527 | -585,804 | -31.7% | -$6,268.10万 | 减仓 |
| OGC | OCEANAGOLD CORP | $7,912.57万 | 2.66% | 3,157,907 | 3,157,907 | — | $7,912.57万 | 新建仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $7,672.16万 | 2.58% | 7,789,000 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $7,485.45万 | 2.52% | 1,435,645 | -109,831 | -7.1% | -$572.66万 | 重新持有 |
| HDB | HDFC BANK LTD | $5,668.38万 | 1.91% | 2,194,495 | 925,605 | 72.9% | $2,390.84万 | 加仓 |
| NWS | NEWS CORP NEW | $5,600.50万 | 1.88% | 1,995,900 | -2,239,068 | -52.9% | -$6,282.82万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $5,371.21万 | 1.81% | 600,269 | 307,766 | 105.2% | $2,753.89万 | 加仓 |
| AYA | AYA GOLD & SILVER INC | $3,926.42万 | 1.32% | 2,074,017 | 2,074,017 | — | $3,926.42万 | 新建仓 |
| NU | NU HLDGS LTD | $3,519.45万 | 1.18% | 2,634,319 | 504,153 | 23.7% | $673.55万 | 加仓 |
| ISOU | ISOENERGY LTD | $2,769.46万 | 0.93% | 2,778,857 | 293,780 | 11.8% | $292.79万 | 加仓 |
| IAG | IAMGOLD CORP | $2,395.60万 | 0.81% | 1,512,374 | 2,632 | 0.2% | $4.17万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,996.04万 | 0.67% | 84,104 | 84,104 | — | $1,996.04万 | 新建仓 |
| Z | ZILLOW GROUP INC | $1,573.93万 | 0.53% | 499,342 | -769,986 | -60.7% | -$2,427.00万 | 减仓 |
| INTU | INTUIT | $1,304.27万 | 0.44% | 49,972 | 49,972 | — | $1,304.27万 | 新建仓 |
| LAR | LITHIUM ARGENTINA AG | $1,132.95万 | 0.38% | 1,369,956 | 1,369,956 | — | $1,132.95万 | 新建仓 |
| SGML | SIGMA LITHIUM CORPORATION | $970.80万 | 0.33% | 767,428 | 767,428 | — | $970.80万 | 新建仓 |
| — | TASEKO MINES LTD | $0 | 0.00% | 0 | -35,110,589 | -100.0% | -$2.27亿 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -1,769,255 | -100.0% | -$1.80亿 | 清仓 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -5,187,995 | -100.0% | -$4,316.41万 | 清仓 |
| EXP | EAGLE MATLS INC | $0 | 0.00% | 0 | -214,538 | -100.0% | -$4,064.42万 | 清仓 |
| TECK | TECK RESOURCES LTD | $0 | 0.00% | 0 | -634,547 | -100.0% | -$3,283.78万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -715,980 | -100.0% | -$1,852.96万 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $0 | 0.00% | 0 | -911,342 | -100.0% | -$1,704.21万 | 清仓 |
| SLSR | SOLARIS RES INC | $0 | 0.00% | 0 | -1,967,387 | -100.0% | -$1,697.13万 | 清仓 |