Lingotto Investment Management LLP Q2 2023 Filing
Filed August 11, 2023
Portfolio Value
$1547.5T
Holdings
33
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RRCRANGE RES CORP | 6,963,163 | $204.7T | 13.23% | |
| 2 | TEVATEVA PHARMACEUTICAL INDS LTD | 24,213,261 | $182.3T | 11.78% | |
| 3 | SLBSCHLUMBERGER LTD | 2,774,438 | $137.0T | 8.85% | |
| 4 | CVNACARVANA CO | 5,184,485 | $134.4T | 8.68% | |
| 5 | VALVALARIS LIMITED | 2,005,575 | $126.2T | 8.16% | |
| 6 | WFRDWEATHERFORD INTL PLC | 1,757,643 | $116.7T | 7.54% | |
| 7 | GDXJVANECK ETF TRUST | 3,136,213 | $111.8T | 7.23% | |
| 8 | VEONVEON LTD | 5,305,774 | $108.5T | 7.01% | |
| 9 | HAMHARMONY GOLD MINING CO LTD | 24,792,004 | $104.1T | 6.73% | |
| 10 | NGNOVAGOLD RES INC | 15,702,926 | $62.7T | 4.05% | |
| 11 | CCOCAMECO CORP | 1,688,677 | $52.9T | 3.42% | |
| 12 | NVDANVIDIA CORP | 50,366 | $21.3T | 1.38% | |
| 13 | NOWSERVICENOW INC | 30,104 | $16.9T | 1.09% | |
| 14 | MSFTMICROSOFT CORP | 48,526 | $16.5T | 1.07% | |
| 15 | MRNAMODERNA INC | 133,095 | $16.2T | 1.04% | |
| 16 | NXENEXGEN ENERGY LTD | 2,958,763 | $14.0T | 0.90% | |
| 17 | GATOGATOS SILVER INC | 3,449,447 | $13.0T | 0.84% | |
| 18 | MLB1MERCADOLIBRE INC | 10,614 | $12.6T | 0.81% | |
| 19 | DNAGINKGO BIOWORKS HOLDINGS INC | 6,311,301 | $11.7T | 0.76% | |
| 20 | ISRGINTUITIVE SURGICAL INC | 32,857 | $11.2T | 0.73% | |
| 21 | 0VVBPARAMOUNT GLOBAL | 686,000 | $10.9T | 0.71% | |
| 22 | TSLATESLA INC | 40,461 | $10.6T | 0.68% | |
| 23 | JOBYJOBY AVIATION INC | 908,980 | $9.3T | 0.60% | |
| 24 | CGCARLYLE GROUP INC/THE | 222,000 | $7.1T | 0.46% | |
| 25 | ENPHENPHASE ENERGY INC | 39,918 | $6.7T | 0.43% | |
| 26 | RXRXRECURSION PHARMACEUTICALS-A | 775,077 | $5.8T | 0.37% | |
| 27 | SESEA LTD-ADR | 96,985 | $5.6T | 0.36% | |
| 28 | UBSUBS GROUP AG | 217,000 | $4.4T | 0.28% | |
| 29 | KWEBKRANESHARES CSI CHINA INTERN | 159,000 | $4.3T | 0.28% | |
| 30 | ARKFARK FINTECH INNOVATION ETF | 191,948 | $4.0T | 0.26% | |
| 31 | —DESKTOP METAL INC-A | 1,228,177 | $2.2T | 0.14% | |
| 32 | CCXUSDSKILLSOFT CORP | 1,155,361 | $1.4T | 0.09% | |
| 33 | —FATHOM DIGITAL MANUFACTURING | 1,000,000 | $406.0B | 0.03% |