Filer Name: LINGOTTO INVESTMENT MANAGEMENT LLP
CIK: 1732768
Period: 2024-12-31
Filed At: 2025-02-04
Number of Holdings: 53
Portfolio Value: $3.73B

Lingotto Investment Management Llp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
CVNA US CARVANA CO 3,987,150 $811M 21.75% 1.5% -
TEVA US TEVA PHARMACEUTICAL-SP ADR 27,192,388 $599M 16.08% 2.6% -
PARA US PARAMOUNT GLOBAL-CLASS B 44,753,299 $468M 12.56% 3.7% -
RRC US RANGE RESOURCES CORP 6,864,038 $247M 6.63% 2.5% -
VEON US VEON LTD 5,740,438 $230M 6.18% 2.9% -
HMY US HARMONY GOLD MNG-SPON ADR 20,892,214 $172M 4.60% - -
VAL US VALARIS LTD 3,637,207 $161M 4.32% 2.5% -
SLB US SCHLUMBERGER LTD 3,965,064 $152M 4.08% 5.5% -
GDXJ US VANECK JUNIOR GOLD MINERS 2,468,267 $106M 2.83% 2.5% -
SBSW US SIBANYE-STILLWATER LTD-ADR 27,798,014 $92M 2.46% 1.0% -
NG US NOVAGOLD RESOURCES INC 20,902,054 $70M 1.87% 3.5% -
NVDA US NVIDIA CORP 463,660 $62M 1.67% -19.9% -
GATO US GATOS SILVER INC 3,727,305 $52M 1.40% 2.8% -
ISRG US INTUITIVE SURGICAL INC 76,357 $40M 1.07% - -
NOW US SERVICENOW INC 36,104 $38M 1.03% - -
MSFT US MICROSOFT CORP 90,526 $38M 1.02% -13.9% -
TSM US TAIWAN SEMICONDUCTOR-SP ADR 185,000 $37M 0.98% - -
TSLA US TESLA INC 88,961 $36M 0.96% - -
TEM US TEMPUS AI INC 783,859 $26M 0.71% -16.1% -
MELI US MERCADOLIBRE INC 15,014 $26M 0.68% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us