Lingotto Investment Management LLP Q1 2021 Filing

Filed April 29, 2021

Portfolio Value

$872.3M

Holdings

9

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (9 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	CCOCAMECO CORP	11,120,451	$184.7M	21.18%
2	SLBSCHLUMBERGER LTD	6,709,476	$183.4M	21.02%
3	35VVEON LTD	74,053,196	$131.1M	15.03%
4	RRCRANGE RES CORP	8,014,920	$82.8M	9.49%
5	HAMHARMONY GOLD MNG LTD	17,620,729	$76.8M	8.81%
6	NGNOVAGOLD RES INC	8,353,350	$73.2M	8.39%
7	GDXJVANECK VECTORS ETF TR	1,527,000	$68.7M	7.88%
8	LBRTLIBERTY OILFIELD SVCS INC	4,660,654	$52.6M	6.03%
9	GATOGATOS SILVER INC	1,902,120	$19.0M	2.17%