Lingotto Investment Management LLP Q2 2024 Filing
Filed August 12, 2024
Portfolio Value
$3.0T
Holdings
50
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 3,776,747 | $486K | 0.00% | |
| 2 | TEVATEVA PHARMACEUTICAL INDS LTD | 26,462,600 | $430K | 0.00% | |
| 3 | 0VVBPARAMOUNT GLOBAL | 29,937,007 | $311K | 0.00% | |
| 4 | VALVALARIS LTD | 3,040,610 | $226K | 0.00% | |
| 5 | RRCRANGE RES CORP | 6,451,726 | $216K | 0.00% | |
| 6 | HAMHARMONY GOLD MINING CO LTD | 21,981,611 | $201K | 0.00% | |
| 7 | VEONVEON LTD | 5,387,582 | $139K | 0.00% | |
| 8 | SLBSCHLUMBERGER LTD | 2,866,040 | $135K | 0.00% | |
| 9 | GDXJVANECK ETF TRUST | 2,940,372 | $123K | 0.00% | |
| 10 | SBSWSIBANYE STILLWATER LTD | 22,801,391 | $99K | 0.00% | |
| 11 | NVDANVIDIA CORPORATION | 578,660 | $71K | 0.00% | |
| 12 | NGNOVAGOLD RES INC | 19,428,261 | $67K | 0.00% | |
| 13 | MSFTMICROSOFT CORP | 102,560 | $45K | 0.00% | |
| 14 | MRNAMODERNA INC | 348,095 | $41K | 0.00% | |
| 15 | GATOGATOS SILVER INC | 3,503,669 | $36K | 0.00% | |
| 16 | TEMTEMPUS AI INC | 933,859 | $32K | 0.00% | |
| 17 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 185,000 | $32K | 0.00% | |
| 18 | NOWSERVICENOW INC | 36,104 | $28K | 0.00% | |
| 19 | RXRXRECURSION PHARMACEUTICALS IN | 3,675,077 | $27K | 0.00% | |
| 20 | ISRGINTUITIVE SURGICAL INC | 56,357 | $25K | 0.00% | |
| 21 | MLB1MERCADOLIBRE INC | 15,014 | $24K | 0.00% | |
| 22 | PCORPROCORE TECHNOLOGIES INC | 250,000 | $16K | 0.00% | |
| 23 | TSLATESLA INC | 75,461 | $14K | 0.00% | |
| 24 | JOBYJOBY AVIATION INC | 2,338,980 | $11K | 0.00% | |
| 25 | CPCANADIAN PACIFIC KANSAS CITY | 131,608 | $10K | 0.00% | |
| 26 | CBRECBRE GROUP INC | 94,065 | $8K | 0.00% | |
| 27 | VVISA INC | 32,348 | $8K | 0.00% | |
| 28 | SNSHARKNINJA INC | 112,000 | $8K | 0.00% | |
| 29 | AVGOBROADCOM INC | 5,000 | $8K | 0.00% | |
| 30 | GDXVANECK ETF TRUST | 234,000 | $7K | 0.00% | |
| 31 | MCOMOODYS CORP | 17,453 | $7K | 0.00% | |
| 32 | —INDIVIOR PLC | 474,000 | $7K | 0.00% | |
| 33 | MARMARRIOTT INTL INC NEW | 28,713 | $6K | 0.00% | |
| 34 | GTXGARRETT MOTION INC | 800,000 | $6K | 0.00% | |
| 35 | UBERUBER TECHNOLOGIES INC | 78,596 | $5K | 0.00% | |
| 36 | FSLRFIRST SOLAR INC | 23,700 | $5K | 0.00% | |
| 37 | HHYATT HOTELS CORP | 31,822 | $4K | 0.00% | |
| 38 | AMZNAMAZON COM INC | 25,300 | $4K | 0.00% | |
| 39 | GOOGLALPHABET INC | 26,597 | $4K | 0.00% | |
| 40 | DNAGINKGO BIOWORKS HOLDINGS INC | 10,011,301 | $3K | 0.00% | |
| 41 | ENPHENPHASE ENERGY INC | 39,918 | $3K | 0.00% | |
| 42 | CRMSALESFORCE INC | 13,000 | $3K | 0.00% | |
| 43 | PODDINSULET CORP | 16,069 | $3K | 0.00% | |
| 44 | TMOTHERMO FISHER SCIENTIFIC INC | 5,345 | $2K | 0.00% | |
| 45 | KWEBKRANESHARES TRUST | 100,000 | $2K | 0.00% | |
| 46 | MRVLMARVELL TECHNOLOGY INC | 30,000 | $2K | 0.00% | |
| 47 | VRSNVERISIGN INC | 6,929 | $1K | 0.00% | |
| 48 | DM*DESKTOP METAL INC | 82,817 | $0 | 0.00% | |
| 49 | WSCWILLSCOT MOBIL MINI HLDNG CO | 13,616 | $0 | 0.00% | |
| 50 | SKILSKILLSOFT CORP | 57,768 | $0 | 0.00% |