Lingotto Investment Management LLP Q3 2022 Filing
Filed November 7, 2022
Portfolio Value
$1.1T
Holdings
16
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CCOCAMECO CORP | 6,616,904 | $175.4B | 16.16% | |
| 2 | WFRDWEATHERFORD INTL PLC | 5,342,279 | $172.5B | 15.89% | |
| 3 | RRCRANGE RES CORP | 6,190,163 | $156.4B | 14.40% | |
| 4 | VALVALARIS LIMITED | 2,021,533 | $98.9B | 9.11% | |
| 5 | SLBSCHLUMBERGER LTD | 2,611,638 | $94.2B | 8.68% | |
| 6 | TEVATEVA PHARMACEUTICAL INDS LTD | 11,522,187 | $93.0B | 8.56% | |
| 7 | GDXJVANECK ETF TRUST | 2,432,213 | $71.7B | 6.60% | |
| 8 | NGNOVAGOLD RES INC | 14,776,778 | $69.3B | 6.38% | |
| 9 | HAMHARMONY GOLD MINING CO LTD | 26,664,903 | $64.8B | 5.97% | |
| 10 | 35VVEON LTD | 120,785,818 | $38.7B | 3.56% | |
| 11 | KWEBKRANESHARES TR | 924,315 | $22.8B | 2.10% | |
| 12 | 0VVBPARAMOUNT GLOBAL | 686,000 | $13.2B | 1.21% | |
| 13 | GATOGATOS SILVER INC | 2,872,657 | $7.7B | 0.71% | |
| 14 | —DESKTOP METAL INC | 1,228,177 | $3.2B | 0.29% | |
| 15 | CCXUSDSKILLSOFT CORP | 1,155,361 | $2.1B | 0.19% | |
| 16 | —FATHOM DIGITAL MFG CORP | 1,000,000 | $2.0B | 0.19% |