Lingotto Investment Management LLP Q1 2018 Filing
Filed April 16, 2018
Portfolio Value
$290.4B
Holdings
7
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (7 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SBSWSIBANYE STILLWATER | 31,901,904 | $127.3B | 43.84% | |
| 2 | 35VVEON LTD | 22,499,887 | $59.4B | 20.46% | |
| 3 | CCOCAMECO CORP | 4,532,124 | $41.2B | 14.19% | |
| 4 | HAMHARMONY GOLD MNG LTD | 10,900,425 | $26.1B | 8.97% | |
| 5 | —NEW GOLD INC CDA | 6,254,038 | $16.1B | 5.56% | |
| 6 | NGNOVAGOLD RES INC | 3,271,078 | $14.2B | 4.88% | |
| 7 | GDXJVANECK VECTORS ETF TR | 190,368 | $6.1B | 2.11% |