Lingotto Investment Management LLP Q2 2024 Filing

Filed August 12, 2024

Portfolio Value

$3.0T

Holdings

50

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (50 positions)

StockValue
CVNACARVANA CO
$486K
TEVATEVA PHARMACEUTICAL INDS LTD
$430K
0VVBPARAMOUNT GLOBAL
$311K
VALVALARIS LTD
$226K
RRCRANGE RES CORP
$216K
HAMHARMONY GOLD MINING CO LTD
$201K
VEONVEON LTD
$139K
SLBSCHLUMBERGER LTD
$135K
GDXJVANECK ETF TRUST
$123K
SBSWSIBANYE STILLWATER LTD
$99K
NVDANVIDIA CORPORATION
$71K
NGNOVAGOLD RES INC
$67K
MSFTMICROSOFT CORP
$45K
MRNAMODERNA INC
$41K
GATOGATOS SILVER INC
$36K
TEMTEMPUS AI INC
$32K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$32K
NOWSERVICENOW INC
$28K
RXRXRECURSION PHARMACEUTICALS IN
$27K
ISRGINTUITIVE SURGICAL INC
$25K
MLB1MERCADOLIBRE INC
$24K
PCORPROCORE TECHNOLOGIES INC
$16K
TSLATESLA INC
$14K
JOBYJOBY AVIATION INC
$11K
CPCANADIAN PACIFIC KANSAS CITY
$10K
CBRECBRE GROUP INC
$8K
VVISA INC
$8K
SNSHARKNINJA INC
$8K
AVGOBROADCOM INC
$8K
GDXVANECK ETF TRUST
$7K
MCOMOODYS CORP
$7K
INDIVIOR PLC
$7K
MARMARRIOTT INTL INC NEW
$6K
GTXGARRETT MOTION INC
$6K
UBERUBER TECHNOLOGIES INC
$5K
FSLRFIRST SOLAR INC
$5K
HHYATT HOTELS CORP
$4K
AMZNAMAZON COM INC
$4K
GOOGLALPHABET INC
$4K
DNAGINKGO BIOWORKS HOLDINGS INC
$3K
ENPHENPHASE ENERGY INC
$3K
CRMSALESFORCE INC
$3K
PODDINSULET CORP
$3K
TMOTHERMO FISHER SCIENTIFIC INC
$2K
KWEBKRANESHARES TRUST
$2K
MRVLMARVELL TECHNOLOGY INC
$2K
VRSNVERISIGN INC
$1K
DM*DESKTOP METAL INC
$0
WSCWILLSCOT MOBIL MINI HLDNG CO
$0
SKILSKILLSOFT CORP
$0