Lingotto Investment Management LLP Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$5.4T
Holdings
35
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 3,093,536 | $1.2T | 21.57% | |
| 2 | PSKYPARAMOUNT SKYDANCE CORP | 47,088,625 | $890.9B | 16.46% | |
| 3 | TEVATEVA PHARMACEUTICAL INDS LTD | 28,588,790 | $577.5B | 10.67% | |
| 4 | VEONVEON LTD | 6,044,094 | $329.0B | 6.08% | |
| 5 | SBSWSIBANYE STILLWATER LTD | 28,430,409 | $319.6B | 5.91% | |
| 6 | NGNOVAGOLD RES INC | 35,111,968 | $309.0B | 5.71% | |
| 7 | RRCRANGE RES CORP | 7,200,474 | $271.0B | 5.01% | |
| 8 | GDXJVANECK ETF TRUST | 2,582,737 | $255.8B | 4.73% | |
| 9 | HAMHARMONY GOLD MINING CO LTD | 11,334,733 | $205.7B | 3.80% | |
| 10 | SLBSCHLUMBERGER LTD | 5,950,941 | $204.5B | 3.78% | |
| 11 | VALVALARIS LTD | 3,710,929 | $181.0B | 3.34% | |
| 12 | AGFIRST MAJESTIC SILVER CORP | 10,022,690 | $123.2B | 2.28% | |
| 13 | NVDANVIDIA CORPORATION | 383,660 | $71.6B | 1.32% | |
| 14 | TEMTEMPUS AI INC | 783,859 | $63.3B | 1.17% | |
| 15 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 205,000 | $57.3B | 1.06% | |
| 16 | PONYPONY AI INC | 2,379,892 | $53.5B | 0.99% | |
| 17 | NOWSERVICENOW INC | 46,104 | $42.4B | 0.78% | |
| 18 | MSFTMICROSOFT CORP | 73,023 | $37.8B | 0.70% | |
| 19 | JOBYJOBY AVIATION INC | 2,338,980 | $37.8B | 0.70% | |
| 20 | MLB1MERCADOLIBRE INC | 15,014 | $35.1B | 0.65% | |
| 21 | ISRGINTUITIVE SURGICAL INC | 76,357 | $34.1B | 0.63% | |
| 22 | AURAURORA INNOVATION INC | 6,081,579 | $32.8B | 0.61% | |
| 23 | TSLATESLA INC | 43,961 | $19.6B | 0.36% | |
| 24 | RXRXRECURSION PHARMACEUTICALS IN | 3,675,077 | $17.9B | 0.33% | |
| 25 | APGAPI GROUP CORP | 307,200 | $10.6B | 0.20% | |
| 26 | MRNAMODERNA INC | 373,095 | $9.6B | 0.18% | |
| 27 | AMZNAMAZON COM INC | 42,410 | $9.3B | 0.17% | |
| 28 | HHYATT HOTELS CORP | 62,923 | $8.9B | 0.17% | |
| 29 | DUOLDUOLINGO INC | 25,000 | $8.0B | 0.15% | |
| 30 | RHCRH PLC | 59,761 | $7.2B | 0.13% | |
| 31 | DKNGDRAFTKINGS INC NEW | 160,967 | $6.0B | 0.11% | |
| 32 | UBERUBER TECHNOLOGIES INC | 53,700 | $5.3B | 0.10% | |
| 33 | TLTISHARES TR | 55,000 | $4.9B | 0.09% | Call |
| 34 | DNAGINKGO BIOWORKS HOLDINGS INC | 250,282 | $3.6B | 0.07% | |
| 35 | BHVNBIOHAVEN LTD | 24,390 | $366.1M | 0.01% |