Lingotto Investment Management LLP Q4 2018 Filing
Filed February 5, 2019
Portfolio Value
$351.4B
Holdings
7
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (7 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SBSWSIBANYE STILLWATER | 46,150,343 | $130.6B | 37.16% | |
| 2 | 35VVEON LTD | 37,657,792 | $88.1B | 25.07% | |
| 3 | CCOCAMECO CORP | 5,967,410 | $67.7B | 19.27% | |
| 4 | HAMHARMONY GOLD MNG LTD | 13,275,728 | $23.8B | 6.76% | |
| 5 | NGNOVAGOLD RES INC | 5,889,905 | $23.3B | 6.62% | |
| 6 | NGDNEW GOLD INC CDA | 19,036,695 | $14.4B | 4.10% | |
| 7 | GDXJVANECK VECTORS ETF TR | 117,022 | $3.5B | 1.01% |