Lingotto Investment Management LLP Q4 2024 Filing
Filed February 4, 2025
Portfolio Value
$3.7T
Holdings
53
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (53 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 3,987,150 | $810.8B | 21.75% | |
| 2 | TEVATEVA PHARMACEUTICAL INDS LTD | 27,192,388 | $599.3B | 16.08% | |
| 3 | 0VVBPARAMOUNT GLOBAL | 44,753,299 | $468.1B | 12.56% | |
| 4 | RRCRANGE RES CORP | 6,864,038 | $247.0B | 6.63% | |
| 5 | VEONVEON LTD | 5,740,438 | $230.2B | 6.18% | |
| 6 | HAMHARMONY GOLD MINING CO LTD | 20,892,214 | $171.5B | 4.60% | |
| 7 | VALVALARIS LTD | 3,637,207 | $160.9B | 4.32% | |
| 8 | SLBSCHLUMBERGER LTD | 3,965,064 | $152.0B | 4.08% | |
| 9 | GDXJVANECK ETF TRUST | 2,468,267 | $105.5B | 2.83% | |
| 10 | SBSWSIBANYE STILLWATER LTD | 27,798,014 | $91.7B | 2.46% | |
| 11 | NGNOVAGOLD RES INC | 20,902,054 | $69.6B | 1.87% | |
| 12 | NVDANVIDIA CORPORATION | 463,660 | $62.3B | 1.67% | |
| 13 | GATOGATOS SILVER INC | 3,727,305 | $52.1B | 1.40% | |
| 14 | ISRGINTUITIVE SURGICAL INC | 76,357 | $39.9B | 1.07% | |
| 15 | NOWSERVICENOW INC | 36,104 | $38.3B | 1.03% | |
| 16 | MSFTMICROSOFT CORP | 90,526 | $38.2B | 1.02% | |
| 17 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 185,000 | $36.5B | 0.98% | |
| 18 | TSLATESLA INC | 88,961 | $35.9B | 0.96% | |
| 19 | TEMTEMPUS AI INC | 783,859 | $26.5B | 0.71% | |
| 20 | MLB1MERCADOLIBRE INC | 15,014 | $25.5B | 0.68% | |
| 21 | RXRXRECURSION PHARMACEUTICALS IN | 3,675,077 | $24.8B | 0.67% | |
| 22 | PCORPROCORE TECHNOLOGIES INC | 325,000 | $24.4B | 0.65% | |
| 23 | JOBYJOBY AVIATION INC | 2,338,980 | $19.0B | 0.51% | |
| 24 | PONYPONY AI INC | 1,200,000 | $17.2B | 0.46% | |
| 25 | MRNAMODERNA INC | 373,095 | $15.5B | 0.42% | |
| 26 | AVGOBROADCOM INC | 50,000 | $11.6B | 0.31% | |
| 27 | CPCANADIAN PACIFIC KANSAS CITY | 138,479 | $10.0B | 0.27% | |
| 28 | TLTISHARES TR | 110,000 | $9.6B | 0.26% | |
| 29 | LVLNSPDR SER TR | 159,000 | $9.6B | 0.26% | |
| 30 | AMZNAMAZON COM INC | 42,410 | $9.3B | 0.25% | |
| 31 | FNFFIDELITY NATIONAL FINANCIAL | 157,462 | $8.8B | 0.24% | |
| 32 | WMTWALMART INC | 92,000 | $8.3B | 0.22% | |
| 33 | LNTHLANTHEUS HLDGS INC | 89,232 | $8.0B | 0.21% | |
| 34 | GDXVANECK ETF TRUST | 234,000 | $7.9B | 0.21% | |
| 35 | BNBROOKFIELD CORP | 136,104 | $7.8B | 0.21% | |
| 36 | UBERUBER TECHNOLOGIES INC | 121,113 | $7.3B | 0.20% | |
| 37 | GTXGARRETT MOTION INC | 800,000 | $7.2B | 0.19% | |
| 38 | LNGCHENIERE ENERGY INC | 32,443 | $7.0B | 0.19% | |
| 39 | CBRECBRE GROUP INC | 52,212 | $6.9B | 0.18% | |
| 40 | VRTVERTIV HOLDINGS CO | 60,000 | $6.8B | 0.18% | |
| 41 | HHYATT HOTELS CORP | 35,221 | $5.5B | 0.15% | |
| 42 | RHCRH PLC | 59,613 | $5.5B | 0.15% | |
| 43 | APGAPI GROUP CORP | 128,000 | $4.6B | 0.12% | |
| 44 | UNHUNITEDHEALTH GROUP INC | 7,110 | $3.6B | 0.10% | |
| 45 | KWEBKRANESHARES TRUST | 100,000 | $2.9B | 0.08% | |
| 46 | DKNGDRAFTKINGS INC NEW | 75,600 | $2.8B | 0.08% | |
| 47 | SRADSPORTRADAR GROUP AG | 151,669 | $2.6B | 0.07% | |
| 48 | OSCROSCAR HEALTH INC | 189,200 | $2.5B | 0.07% | |
| 49 | DNAGINKGO BIOWORKS HOLDINGS INC | 250,282 | $2.5B | 0.07% | |
| 50 | FSLRFIRST SOLAR INC | 13,700 | $2.4B | 0.06% | |
| 51 | COFCAPITAL ONE FINL CORP | 11,100 | $2.0B | 0.05% | |
| 52 | SKILSKILLSOFT CORP | 57,768 | $1.4B | 0.04% | |
| 53 | DM*DESKTOP METAL INC | 82,817 | $193.8M | 0.01% |