Lingotto Investment Management LLP Q2 2020 Filing
Filed July 22, 2020
Portfolio Value
$609.9B
Holdings
8
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SLBSCHLUMBERGER LTD | 6,942,076 | $128.6B | 21.08% | |
| 2 | SBSWSIBANYE STILLWATER | 12,360,532 | $106.9B | 17.53% | |
| 3 | CCOCAMECO CORP | 10,188,363 | $104.4B | 17.12% | |
| 4 | 35VVEON LTD | 53,114,362 | $95.6B | 15.68% | |
| 5 | NGNOVAGOLD RES INC | 6,463,807 | $59.3B | 9.73% | |
| 6 | HAMHARMONY GOLD MNG LTD | 11,821,561 | $49.3B | 8.08% | |
| 7 | RRCRANGE RES CORP | 7,115,947 | $40.1B | 6.57% | |
| 8 | NGDNEW GOLD INC CDA | 19,014,025 | $25.7B | 4.21% |