Lingotto Investment Management LLP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$3.8T
Holdings
44
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 4,045,296 | $845.8B | 22.09% | |
| 2 | 0VVBPARAMOUNT GLOBAL | 45,833,162 | $548.2B | 14.32% | |
| 3 | TEVATEVA PHARMACEUTICAL INDS LTD | 27,853,943 | $428.1B | 11.18% | |
| 4 | HAMHARMONY GOLD MINING CO LTD | 21,153,214 | $312.4B | 8.16% | |
| 5 | RRCRANGE RES CORP | 7,022,737 | $280.4B | 7.32% | |
| 6 | VEONVEON LTD | 5,887,007 | $256.7B | 6.71% | |
| 7 | SLBSCHLUMBERGER LTD | 4,052,344 | $169.4B | 4.42% | |
| 8 | GDXJVANECK ETF TRUST | 2,525,495 | $144.5B | 3.77% | |
| 9 | VALVALARIS LTD | 3,617,321 | $142.0B | 3.71% | |
| 10 | SBSWSIBANYE STILLWATER LTD | 28,166,809 | $129.0B | 3.37% | |
| 11 | AGFIRST MAJESTIC SILVER CORP | 9,750,519 | $65.2B | 1.70% | |
| 12 | NGNOVAGOLD RES INC | 21,722,889 | $63.4B | 1.66% | |
| 13 | NVDANVIDIA CORPORATION | 383,660 | $41.6B | 1.09% | |
| 14 | ISRGINTUITIVE SURGICAL INC | 76,357 | $37.8B | 0.99% | |
| 15 | TEMTEMPUS AI INC | 783,859 | $37.8B | 0.99% | |
| 16 | MSFTMICROSOFT CORP | 90,526 | $34.0B | 0.89% | |
| 17 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 185,000 | $30.7B | 0.80% | |
| 18 | MLB1MERCADOLIBRE INC | 15,014 | $29.3B | 0.77% | |
| 19 | NOWSERVICENOW INC | 36,104 | $28.7B | 0.75% | |
| 20 | TSLATESLA INC | 88,961 | $23.1B | 0.60% | |
| 21 | PCORPROCORE TECHNOLOGIES INC | 325,000 | $21.5B | 0.56% | |
| 22 | RXRXRECURSION PHARMACEUTICALS IN | 3,675,077 | $19.4B | 0.51% | |
| 23 | AURAURORA INNOVATION INC | 2,750,000 | $18.5B | 0.48% | |
| 24 | JOBYJOBY AVIATION INC | 2,338,980 | $14.1B | 0.37% | |
| 25 | PONYPONY AI INC | 1,529,892 | $13.5B | 0.35% | |
| 26 | MRNAMODERNA INC | 373,095 | $10.6B | 0.28% | |
| 27 | AMZNAMAZON COM INC | 42,410 | $8.1B | 0.21% | |
| 28 | HHYATT HOTELS CORP | 62,877 | $7.7B | 0.20% | |
| 29 | BNBROOKFIELD CORP | 145,645 | $7.6B | 0.20% | |
| 30 | SRADSPORTRADAR GROUP AG | 297,980 | $6.4B | 0.17% | |
| 31 | APGAPI GROUP CORP | 174,000 | $6.2B | 0.16% | |
| 32 | GOOGLALPHABET INC | 39,323 | $6.1B | 0.16% | Call |
| 33 | RHCRH PLC | 59,613 | $5.2B | 0.14% | |
| 34 | OSCROSCAR HEALTH INC | 379,116 | $5.0B | 0.13% | |
| 35 | UBERUBER TECHNOLOGIES INC | 68,013 | $5.0B | 0.13% | |
| 36 | TTDTHE TRADE DESK INC | 84,300 | $4.6B | 0.12% | |
| 37 | CPCANADIAN PACIFIC KANSAS CITY | 63,049 | $4.4B | 0.12% | |
| 38 | DKNGDRAFTKINGS INC NEW | 130,067 | $4.3B | 0.11% | |
| 39 | COFCAPITAL ONE FINL CORP | 16,134 | $2.9B | 0.08% | |
| 40 | LNGCHENIERE ENERGY INC | 12,097 | $2.8B | 0.07% | |
| 41 | WSCWILLSCOT HLDGS CORP | 84,806 | $2.4B | 0.06% | |
| 42 | CBRECBRE GROUP INC | 16,337 | $2.1B | 0.06% | |
| 43 | DNAGINKGO BIOWORKS HOLDINGS INC | 250,282 | $1.4B | 0.04% | |
| 44 | BHVNBIOHAVEN LTD | 24,390 | $586.3M | 0.02% |