Lingotto Investment Management LLP Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$1.9B

Holdings

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (33 positions)

#	Stock	Shares	Value	% Portfolio
1	TEVATEVA PHARMACEUTICAL INDS LTD	33,849,856	$345.3M	18.51%
2	RRCRANGE RES CORP	6,963,163	$225.7M	12.10%
3	VALVALARIS LTD	2,899,740	$217.4M	11.66%
4	CVNACARVANA CO	4,625,272	$194.2M	10.41%
5	SLBSCHLUMBERGER LTD	3,023,638	$176.3M	9.45%
6	SBSWSIBANYE STILLWATER LTD	17,101,410	$105.5M	5.66%
7	VEONVEON LTD	5,305,774	$103.5M	5.55%
8	HAMHARMONY GOLD MINING CO LTD	27,018,152	$101.6M	5.45%
9	GDXJVANECK ETF TRUST	3,136,213	$101.1M	5.42%
10	NGNOVAGOLD RES INC	15,702,926	$60.3M	3.23%
11	NXENEXGEN ENERGY LTD	3,914,163	$23.4M	1.26%
12	NVDANVIDIA CORPORATION	50,366	$21.9M	1.17%
13	CCOCAMECO CORP	543,167	$21.5M	1.15%
14	GATOGATOS SILVER INC	3,449,447	$17.9M	0.96%
15	NOWSERVICENOW INC	30,104	$16.8M	0.90%
16	MSFTMICROSOFT CORP	48,526	$15.3M	0.82%
17	MRNAMODERNA INC	133,095	$13.7M	0.74%
18	MLB1MERCADOLIBRE INC	10,614	$13.5M	0.72%
19	DNAGINKGO BIOWORKS HOLDINGS INC	6,311,301	$11.4M	0.61%
20	TSLATESLA INC	40,461	$10.1M	0.54%
21	ISRGINTUITIVE SURGICAL INC	32,857	$9.6M	0.51%
22	0VVBPARAMOUNT GLOBAL	686,000	$8.8M	0.47%
23	SNSHARKNINJA INC	168,000	$7.8M	0.42%
24	UBSUBS GROUP AG	288,000	$7.1M	0.38%
25	—INDIVIOR PLC	273,565	$5.9M	0.32%
26	RXRXRECURSION PHARMACEUTICALS IN	775,077	$5.9M	0.32%
27	JOBYJOBY AVIATION INC	908,980	$5.9M	0.31%
28	KWEBKRANESHARES TR	211,000	$5.8M	0.31%
29	ENPHENPHASE ENERGY INC	39,918	$4.8M	0.26%
30	SESEA LTD	96,985	$4.3M	0.23%
31	—DESKTOP METAL INC	828,177	$1.2M	0.06%
32	CCXUSDSKILLSOFT CORP	1,155,361	$1.0M	0.05%
33	—FATHOM DIGITAL MFG CORP	50,000	$288K	0.02%