Lingotto Investment Management LLP Q1 2019 Filing

Filed May 9, 2019

Portfolio Value

$420.8B

Holdings

7

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (7 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	SBSWSIBANYE STILLWATER	45,551,943	$188.1B	44.71%
2	35VVEON LTD	43,054,134	$90.0B	21.39%
3	CCOCAMECO CORP	5,967,410	$70.4B	16.72%
4	HAMHARMONY GOLD MNG LTD	13,275,728	$25.2B	5.99%
5	NGNOVAGOLD RES INC	5,889,905	$24.6B	5.84%
6	NGDNEW GOLD INC CDA	21,817,665	$18.8B	4.46%
7	GDXJVANECK VECTORS ETF TR	117,022	$3.7B	0.88%