Lingotto Investment Management LLP Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$2.4T

Holdings

47

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (47 positions)

StockValue
TEVATEVA PHARMACEUTICAL INDS LTD
$372
CVNACARVANA CO
$327
VALVALARIS LTD
$226
RRCRANGE RES CORP
$218
HAMHARMONY GOLD MINING CO LTD
$189
SLBSCHLUMBERGER LTD
$154
VEONVEON LTD
$128
GDXJVANECK ETF TRUST
$116
SBSWSIBANYE STILLWATER LTD
$105
NVDANVIDIA CORPORATION
$52
NGNOVAGOLD RES INC
$52
0VVBPARAMOUNT GLOBAL
$48
MSFTMICROSOFT CORP
$38
MRNAMODERNA INC
$32
GATOGATOS SILVER INC
$28
NOWSERVICENOW INC
$27
MLB1MERCADOLIBRE INC
$22
ISRGINTUITIVE SURGICAL INC
$22
RXRXRECURSION PHARMACEUTICALS IN
$21
PCORPROCORE TECHNOLOGIES INC
$20
TSMTAIWAN SEMICONDUCTOR MFG LTD
$18
JOBYJOBY AVIATION INC
$12
DNAGINKGO BIOWORKS HOLDINGS INC
$11
INDIVIOR PLC
$10
SNSHARKNINJA INC
$10
NDQINVESCO QQQ TR
$9
GOOGLALPHABET INC
$9
CPCANADIAN PACIFIC KANSAS CITY
$8
VVISA INC
$8
GDXVANECK ETF TRUST
$7
TSLATESLA INC
$7
CPRTCOPART INC
$6
MARMARRIOTT INTL INC NEW
$6
KWEBKRANESHARES TRUST
$5
CBRECBRE GROUP INC
$5
RCLROYAL CARIBBEAN GROUP
$5
LINLINDE PLC
$5
CCOCAMECO CORP
$5
ENPHENPHASE ENERGY INC
$4
MCOMOODYS CORP
$4
AVGOBROADCOM INC
$4
IBKRINTERACTIVE BROKERS GROUP IN
$4
HHYATT HOTELS CORP
$3
VRSNVERISIGN INC
$3
SKILSKILLSOFT CORP
$0
DESKTOP METAL INC
$0
FATHOM DIGITAL MFG CORP
$0