L1 Global Manager Pty Ltd 13F 持仓 · 2026年Q2

L1 Global Manager Pty 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 120 只证券，申报市值合计 1.42 亿美元。前几大持仓：HYG（12.85%）、OTAIU（2.86%）、DGACU（2.84%）。本季前 25 大持仓中：新建仓 11 只、增持 1 只。

排名	代码	公司	市值	占组合	股数	变动
1	HYG	ISHARES TR	$18.2M	12.85%	227,500	增持
2	OTAIU	STARLINK AI ACQUISITION CORP	$4.0M	2.86%	400,000	新建仓
3	DGACU	DISCIPLINED GROWTH	$4.0M	2.84%	400,000	新建仓
4	ACGC	ACP HOLDINGS ACQUISITION COR	$4.0M	2.81%	400,000	新建仓
5	BLRK	BLUEROCK ACQUISITION CORP	$3.5M	2.47%	350,000	持平
6	TONT	GRAF GLOBAL CORP	$3.3M	2.30%	300,000	持平
7	ALOV	ALDABRA 4 LQDTY OPP VEH INC	$3.0M	2.11%	300,000	持平
8	NMP	NMP ACQUISITION CORP	$2.9M	2.07%	286,000	持平
9	CUB	LIONHEART HOLDINGS	$2.9M	2.05%	270,000	持平
10	SVCC	STELLAR V CAP CORP	$2.9M	2.05%	275,000	持平
11	BHAV	BHAV ACQUISITION CORP	$2.7M	1.93%	275,000	新建仓
12	KFII	K&F GROWTH ACQUISITION CORP	$2.6M	1.86%	250,000	持平
13	DBCA	D BORAL ACQUISITION I CORP	$2.5M	1.76%	250,000	持平
14	TRAD	APEX TECH ACQUISITION INC	$2.5M	1.76%	250,000	新建仓
15	IACO	IDEA ACQUISITION CORP	$2.5M	1.75%	250,000	新建仓
16	QLEP	QUANTUM LEAP ACQUISITION COR	$2.5M	1.75%	250,000	新建仓
17	FVN	FUTURE VISION II ACQUISITION	$2.5M	1.74%	225,000	持平
18	XFLHU	XFLH CAP CORP	$2.3M	1.60%	225,000	持平
19	ATII	ARCHIMEDES TECH SPAC PARTNER	$2.2M	1.52%	200,000	持平
20	OCACU	OCEAN CAP ACQUISITION CORP	$2.0M	1.45%	200,000	新建仓
21	MTAL	METALS ACQUISITION CORP II	$2.0M	1.43%	200,000	新建仓
22	ADAC	AMERICAN DRIVE ACQUISITION C	$2.0M	1.42%	200,000	新建仓
23	BIDWU	TRIBECA STRATEGIC ACQUISITIO	$2.0M	1.41%	200,000	新建仓
24	UDN	INVESCO DB US DLR INDEX TR	$2.0M	1.39%	110,000	持平
25	LPBB	LAUNCH TWO ACQUISITION CORP.	$1.9M	1.33%	175,000	持平

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR