Lingotto Investment Management LLP Q3 2021 Filing

Filed November 1, 2021

Portfolio Value

$1.3T

Holdings

14

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (14 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	CCOCAMECO CORP	9,907,663	$215.3B	16.97%
2	RRCRANGE RES CORP	8,544,920	$193.4B	15.24%
3	SLBSCHLUMBERGER LTD	5,805,476	$172.8B	13.62%
4	35VVEON LTD	78,347,333	$163.0B	12.85%
5	WFRDWEATHERFORD INTL PLC	5,524,806	$108.7B	8.57%
6	HAMHARMONY GOLD MNG LTD	25,164,903	$79.3B	6.25%
7	NGNOVAGOLD RES INC	11,349,506	$78.1B	6.16%
8	GDXJVANECK VECTORS ETF TR	2,015,213	$77.3B	6.09%
9	LBRTLIBERTY OILFIELD SVCS INC	4,982,862	$60.4B	4.76%
10	QQQJINVESCO EXCH TRADED FD TR II	1,502,700	$49.7B	3.91%	Put
11	GATOGATOS SILVER INC	2,352,120	$27.4B	2.16%
12	VALVALARIS LIMITED	696,665	$24.3B	1.92%
13	CCXUSDSKILLSOFT CORP	1,155,361	$13.5B	1.06%
14	—DESKTOP METAL INC	778,177	$5.6B	0.44%