Lingotto Investment Management LLP Q2 2018 Filing
Filed July 23, 2018
Portfolio Value
$329.5B
Holdings
7
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (7 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SBSWSIBANYE STILLWATER | 42,531,190 | $102.9B | 31.24% | |
| 2 | 35VVEON LTD | 36,267,792 | $86.3B | 26.20% | |
| 3 | CCOCAMECO CORP | 5,967,410 | $67.1B | 20.37% | |
| 4 | NGNOVAGOLD RES INC | 5,754,905 | $25.6B | 7.77% | |
| 5 | NGDNEW GOLD INC CDA | 11,689,876 | $24.3B | 7.38% | |
| 6 | HAMHARMONY GOLD MNG LTD | 12,425,728 | $19.4B | 5.88% | |
| 7 | GDXJVANECK VECTORS ETF TR | 117,022 | $3.8B | 1.16% |