13F-HR filed by Lingotto Investment Management LLP
Lingotto Investment Management LLP filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-04, with 53 holding rows worth $3,727,561,755.
- Accession
- 0001172661-25-000491
- Filer
- CIK 1732768
- Filed
- 2025-02-04
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 53 entries on the cover page, a total value of $3,727,561,755 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,727,561,755 with VALUE read as dollars as filed, 13F file number 028-18685. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerGiovanni Agnelli B.V.
- included managerExor N.V.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CARVANA CO CL A | 146869102 | Stock | 3,987,150 | $810,826,825 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 27,192,388 | $599,320,232 | dollars as filed | |
| PARAMOUNT GLOBAL | 92556H206 | CLASS B COM | 44,753,299 | $468,119,507 | dollars as filed | |
| RANGE RES CORP COM | 75281A109 | Stock | 6,864,038 | $246,968,087 | dollars as filed | |
| VEON LTD | 91822M502 | SPONSORED ADS | 5,740,438 | $230,191,563 | dollars as filed | |
| HARMONY GOLD MINING CO LTD SPONSORED ADR | 413216300 | ADR | 20,892,214 | $171,525,077 | dollars as filed | |
| VALARIS LTD | G9460G101 | CL A | 3,637,207 | $160,910,038 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 3,965,064 | $152,020,553 | dollars as filed | |
| VANECK ETF TRUST | 92189F791 | JUNIOR GOLD MINE | 2,468,267 | $105,518,415 | dollars as filed | |
| SIBANYE STILLWATER LTD SPONSORED ADR | 82575P107 | ADR | 27,798,014 | $91,733,446 | dollars as filed | |
| NOVAGOLD RESOURCES INC | 66987E206 | COM NEW | 20,902,054 | $69,603,840 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 463,660 | $62,264,901 | dollars as filed | |
| GATOS SILVER INC | 368036109 | COM | 3,727,305 | $52,107,725 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 76,357 | $39,855,300 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 36,104 | $38,274,572 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 90,526 | $38,156,709 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 185,000 | $36,535,650 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 88,961 | $35,926,010 | dollars as filed | |
| TEMPUS AI INC CL A | 88023B103 | Stock | 783,859 | $26,463,080 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 15,014 | $25,530,406 | dollars as filed | |
| RECURSION PHARMACEUTICALS IN | 75629V104 | CL A | 3,675,077 | $24,843,521 | dollars as filed | |
| PROCORE TECHNOLOGIES INC COM | 74275K108 | Stock | 325,000 | $24,352,250 | dollars as filed | |
| JOBY AVIATION INC | g65163100 | COMMON STOCK | 2,338,980 | $19,015,907 | dollars as filed | |
| PONY AI INC | 732908108 | SPONSORED ADS | 1,200,000 | $17,220,000 | dollars as filed | |
| MODERNA INC | 60770K107 | COM | 373,095 | $15,513,290 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 50,000 | $11,592,000 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 138,479 | $10,021,725 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 110,000 | $9,606,300 | dollars as filed | |
| SPDR SERIES TRUST | 78464A698 | ST STR SP REGBNK | 159,000 | $9,595,650 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 42,410 | $9,304,330 | dollars as filed | |
| FIDELITY NATIONAL FINANCIAL | 31620R303 | FNF GROUP COM | 157,462 | $8,839,917 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 92,000 | $8,312,200 | dollars as filed | |
| LANTHEUS HLDGS INC | 516544103 | COM | 89,232 | $7,982,695 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 234,000 | $7,934,940 | dollars as filed | |
| BROOKFIELD CORP CL A LTD VT SH | 11271J107 | Stock | 136,104 | $7,819,175 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 121,113 | $7,305,536 | dollars as filed | |
| GARRETT MOTION INC | 366505105 | COM | 800,000 | $7,224,000 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 32,443 | $6,971,027 | dollars as filed | |
| CBRE GROUP INC CL A | 12504L109 | Stock | 52,212 | $6,854,913 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 60,000 | $6,816,600 | dollars as filed | |
| HYATT HOTELS CORP COM CL A | 448579102 | Stock | 35,221 | $5,528,993 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 59,613 | $5,515,395 | dollars as filed | |
| API GROUP CORP COM STK | 00187Y100 | Stock | 128,000 | $4,604,160 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 7,110 | $3,596,665 | dollars as filed | |
| KRANESHARES TRUST CSI CHI INTERNET | 500767306 | CSI CHI INTERNET | 100,000 | $2,924,000 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 75,600 | $2,812,320 | dollars as filed | |
| SPORTRADAR GROUP AG | H8088L103 | COM | 151,669 | $2,629,940 | dollars as filed | |
| OSCAR HEALTH INC | 687793109 | CL A | 189,200 | $2,542,848 | dollars as filed | |
| GINKGO BIOWORKS HOLDINGS INC | 37611X209 | COMMON STOCK | 250,282 | $2,457,769 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 13,700 | $2,414,488 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 11,100 | $1,979,352 | dollars as filed | |
| SKILLSOFT CORP | 83066P309 | CL A | 57,768 | $1,384,121 | dollars as filed | |
| DESKTOP METAL INC | 25058X303 | COMMON STOCK | 82,817 | $193,792 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-000491 | this filing | 2025-02-04 | acceptance time not in the bulk data set |