Lingotto Investment Management LLP Q4 2020 Filing
Filed January 20, 2021
Portfolio Value
$827.4B
Holdings
11
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SLBSCHLUMBERGER LTD | 7,750,476 | $170.2B | 20.57% | |
| 2 | SBSWSIBANYE STILLWATER | 9,627,093 | $153.0B | 18.49% | |
| 3 | CCOCAMECO CORP | 10,188,363 | $136.5B | 16.50% | |
| 4 | 35VVEON LTD | 66,354,260 | $100.2B | 12.11% | |
| 5 | NGNOVAGOLD RES INC | 6,463,807 | $62.5B | 7.55% | |
| 6 | HAMHARMONY GOLD MNG LTD | 11,708,722 | $54.8B | 6.62% | |
| 7 | RRCRANGE RES CORP | 8,014,920 | $53.7B | 6.49% | |
| 8 | LBRTLIBERTY OILFIELD SVCS INC | 4,118,054 | $42.5B | 5.13% | |
| 9 | GATOGATOS SILVER INC | 1,905,420 | $24.8B | 3.00% | |
| 10 | GDXJVANECK VECTORS ETF TR | 291,000 | $15.8B | 1.91% | |
| 11 | NGDNEW GOLD INC CDA | 6,141,202 | $13.4B | 1.63% |