Lingotto Investment Management LLP Q3 2021 Filing
Filed November 1, 2021
Portfolio Value
$1.3T
Holdings
14
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CCOCAMECO CORP | 9,907,663 | $215.3B | 16.97% | |
| 2 | RRCRANGE RES CORP | 8,544,920 | $193.4B | 15.24% | |
| 3 | SLBSCHLUMBERGER LTD | 5,805,476 | $172.8B | 13.62% | |
| 4 | 35VVEON LTD | 78,347,333 | $163.0B | 12.85% | |
| 5 | WFRDWEATHERFORD INTL PLC | 5,524,806 | $108.7B | 8.57% | |
| 6 | HAMHARMONY GOLD MNG LTD | 25,164,903 | $79.3B | 6.25% | |
| 7 | NGNOVAGOLD RES INC | 11,349,506 | $78.1B | 6.16% | |
| 8 | GDXJVANECK VECTORS ETF TR | 2,015,213 | $77.3B | 6.09% | |
| 9 | LBRTLIBERTY OILFIELD SVCS INC | 4,982,862 | $60.4B | 4.76% | |
| 10 | QQQJINVESCO EXCH TRADED FD TR II | 1,502,700 | $49.7B | 3.91% | Put |
| 11 | GATOGATOS SILVER INC | 2,352,120 | $27.4B | 2.16% | |
| 12 | VALVALARIS LIMITED | 696,665 | $24.3B | 1.92% | |
| 13 | CCXUSDSKILLSOFT CORP | 1,155,361 | $13.5B | 1.06% | |
| 14 | —DESKTOP METAL INC | 778,177 | $5.6B | 0.44% |