Lingotto Investment Management LLP Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$1.4B

Holdings

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (20 positions)

#	Stock	Shares	Value	% Portfolio
1	RRCRANGE RES CORP	6,963,163	$184.0M	13.18%
2	TEVATEVA PHARMACEUTICAL INDS LTD	17,091,910	$151.0M	10.82%
3	WFRDWEATHERFORD INTL PLC	2,292,090	$136.0M	9.74%
4	SLBSCHLUMBERGER LTD	2,663,438	$131.0M	9.38%
5	GDXJVANECK ETF TRUST	3,136,213	$123.0M	8.81%
6	CCOCAMECO CORP	4,631,346	$121.0M	8.67%
7	HAMHARMONY GOLD MINING CO LTD	29,744,388	$121.0M	8.67%
8	VALVALARIS LIMITED	1,849,838	$120.0M	8.60%
9	NGNOVAGOLD RES INC	15,702,926	$97.0M	6.95%
10	VEONVEON LTD	5,385,340	$95.0M	6.80%
11	CVNACARVANA CO	5,184,485	$50.0M	3.58%
12	GATOGATOS SILVER INC	3,449,447	$22.0M	1.58%
13	0VVBPARAMOUNT GLOBAL	686,000	$15.0M	1.07%
14	CGCARLYLE GROUP INC/THE	232,000	$7.0M	0.50%
15	KWEBKRANESHARES CSI CHINA INTERN	145,000	$4.0M	0.29%
16	ARKFARK FINTECH INNOVATION ETF	191,948	$3.0M	0.21%
17	NXENEXGEN ENERGY LTD	760,000	$2.0M	0.14%
18	CCXUSDSKILLSOFT CORP	1,155,361	$2.0M	0.14%
19	—DESKTOP METAL INC-A	1,228,177	$2.0M	0.14%
20	FATHFATHOM DIGITAL MANUFACTURING	1,000,000	$543K	0.04%