Lingotto Investment Management LLP Q1 2018 Filing

Filed April 16, 2018

Portfolio Value

$290.4B

Holdings

7

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (7 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	SBSWSIBANYE STILLWATER	31,901,904	$127.3B	43.84%
2	35VVEON LTD	22,499,887	$59.4B	20.46%
3	CCOCAMECO CORP	4,532,124	$41.2B	14.19%
4	HAMHARMONY GOLD MNG LTD	10,900,425	$26.1B	8.97%
5	—NEW GOLD INC CDA	6,254,038	$16.1B	5.56%
6	NGNOVAGOLD RES INC	3,271,078	$14.2B	4.88%
7	GDXJVANECK VECTORS ETF TR	190,368	$6.1B	2.11%