Lingotto Investment Management LLP Q2 2019 Filing
Filed July 8, 2019
Portfolio Value
$496.3B
Holdings
7
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (7 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SBSWSIBANYE STILLWATER | 45,792,943 | $217.5B | 43.82% | |
| 2 | 35VVEON LTD | 38,332,140 | $107.3B | 21.62% | |
| 3 | CCOCAMECO CORP | 6,382,515 | $68.5B | 13.80% | |
| 4 | NGNOVAGOLD RES INC | 6,573,905 | $38.9B | 7.83% | |
| 5 | HAMHARMONY GOLD MNG LTD | 14,762,756 | $33.5B | 6.75% | |
| 6 | NGDNEW GOLD INC CDA | 27,626,907 | $26.6B | 5.35% | |
| 7 | GDXJVANECK VECTORS ETF TR | 117,022 | $4.1B | 0.82% |