Lingotto Investment Management LLP Q2 2022 Filing
Filed August 12, 2022
Portfolio Value
$1.0T
Holdings
16
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CCOCAMECO CORP | 9,180,357 | $193.0B | 18.66% | |
| 2 | RRCRANGE RES CORP | 6,190,163 | $153.2B | 14.81% | |
| 3 | WFRDWEATHERFORD INTL PLC | 5,342,279 | $113.1B | 10.93% | |
| 4 | SLBSCHLUMBERGER LTD | 2,611,638 | $93.8B | 9.07% | |
| 5 | VALVALARIS LIMITED | 2,021,533 | $85.4B | 8.26% | |
| 6 | GDXJVANECK ETF TRUST | 2,576,213 | $82.4B | 7.97% | |
| 7 | HAMHARMONY GOLD MNG LTD | 25,164,903 | $78.8B | 7.62% | |
| 8 | NGNOVAGOLD RES INC | 14,211,573 | $68.4B | 6.61% | |
| 9 | 35VVEON LTD | 120,785,818 | $55.6B | 5.37% | |
| 10 | LBRTLIBERTY OILFIELD SVCS INC | 3,489,393 | $44.5B | 4.30% | |
| 11 | KWEBKRANESHARES TR | 924,315 | $30.3B | 2.93% | |
| 12 | 0VVBPARAMOUNT GLOBAL | 686,000 | $17.0B | 1.65% | |
| 13 | GATOGATOS SILVER INC | 2,872,657 | $8.2B | 0.80% | |
| 14 | CCXUSDSKILLSOFT CORP | 1,155,361 | $4.1B | 0.39% | |
| 15 | —FATHOM DIGITAL MFG CORP | 1,000,000 | $3.9B | 0.38% | |
| 16 | —DESKTOP METAL INC | 1,228,177 | $2.7B | 0.26% |