Lingotto Investment Management LLP Q1 2022 Filing

Filed May 3, 2022

Portfolio Value

$1.5T

Holdings

16

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (16 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	CCOCAMECO CORP	10,052,663	$292.5B	19.17%
2	RRCRANGE RES CORP	8,085,014	$245.6B	16.10%
3	WFRDWEATHERFORD INTL PLC	5,501,212	$183.2B	12.01%
4	HAMHARMONY GOLD MNG LTD	25,164,903	$126.6B	8.30%
5	SLBSCHLUMBERGER LTD	3,047,638	$126.4B	8.28%
6	GDXJVANECK ETF TRUST	2,369,213	$111.0B	7.28%
7	VALVALARIS LIMITED	2,085,636	$108.4B	7.10%
8	NGNOVAGOLD RES INC	12,506,537	$96.7B	6.34%
9	LBRTLIBERTY OILFIELD SVCS INC	4,982,862	$73.8B	4.84%
10	35VVEON LTD	106,431,775	$72.7B	4.76%
11	SMHVANECK ETF TRUST	165,000	$44.5B	2.92%	Put
12	KWEBKRANESHARES TR	456,474	$13.0B	0.85%
13	GATOGATOS SILVER INC	2,872,657	$12.4B	0.81%
14	CCXUSDSKILLSOFT CORP	1,155,361	$7.0B	0.46%
15	—FATHOM DIGITAL MFG CORP	1,000,000	$6.2B	0.41%
16	—DESKTOP METAL INC	1,228,177	$5.8B	0.38%