Lingotto Investment Management LLP Q2 2021 Filing
Filed July 29, 2021
Portfolio Value
$1.2T
Holdings
13
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CCOCAMECO CORP | 11,693,451 | $224.3B | 19.42% | |
| 2 | SLBSCHLUMBERGER LTD | 5,805,476 | $186.7B | 16.17% | |
| 3 | 35VVEON LTD | 78,347,333 | $143.4B | 12.42% | |
| 4 | RRCRANGE RES CORP | 8,544,920 | $143.2B | 12.40% | |
| 5 | WFRDWEATHERFORD INTL PLC | 5,118,632 | $93.2B | 8.07% | |
| 6 | GDXJVANECK VECTORS ETF TR | 1,819,000 | $85.0B | 7.36% | |
| 7 | HAMHARMONY GOLD MNG LTD | 20,156,016 | $75.2B | 6.51% | |
| 8 | NGNOVAGOLD RES INC | 9,380,100 | $75.1B | 6.51% | |
| 9 | LBRTLIBERTY OILFIELD SVCS INC | 4,982,862 | $70.6B | 6.11% | |
| 10 | GATOGATOS SILVER INC | 2,092,120 | $36.6B | 3.17% | |
| 11 | VALVALARIS LIMITED | 511,898 | $14.8B | 1.28% | |
| 12 | —DESKTOP METAL INC | 317,677 | $3.7B | 0.32% | |
| 13 | CCXUSDSKILLSOFT CORP | 310,032 | $3.1B | 0.26% |