13F-HR filed by Lingotto Investment Management LLP
Lingotto Investment Management LLP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-13, with 45 holding rows worth $4,704,514,584.
- Accession
- 0001172661-25-003216
- Filer
- CIK 1732768
- Filed
- 2025-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 45 entries on the cover page, a total value of $4,704,514,584 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,704,514,584 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 | 3,765,251 | $1,268,738,977 | dollars as filed | |
| PARAMOUNT GLOBAL | 92556H206 | CLASS B COM | 51,040,940 | $658,428,126 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 28,156,918 | $471,909,946 | dollars as filed | |
| RANGE RES CORP COM | 75281A109 | Stock | 7,161,614 | $291,262,841 | dollars as filed | |
| VEON LTD | 91822M502 | SPONSORED ADS | 5,957,666 | $274,469,673 | dollars as filed | |
| HARMONY GOLD MINING CO LTD SPONSORED ADR | 413216300 | ADR | 18,209,275 | $254,383,572 | dollars as filed | |
| SIBANYE STILLWATER LTD SPONSORED ADR | 82575P107 | ADR | 28,430,409 | $205,267,553 | dollars as filed | |
| VANECK ETF TRUST | 92189F791 | JUNIOR GOLD MINE | 2,575,680 | $174,090,211 | dollars as filed | |
| VALARIS LTD | G9460G101 | CL A | 3,655,900 | $153,949,949 | dollars as filed | |
| NOVAGOLD RESOURCES INC | 66987E206 | COM NEW | 34,902,954 | $142,753,082 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 4,128,645 | $139,548,201 | dollars as filed | |
| FIRST MAJESTIC SILVER CORP | 32076V103 | COM | 9,964,096 | $82,403,074 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 383,660 | $60,614,443 | dollars as filed | |
| TEMPUS AI INC CL A | 88023B103 | Stock | 783,859 | $49,806,401 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 46,104 | $47,398,600 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 1,391,770 | $47,041,826 | dollars as filed | call |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 205,000 | $46,430,450 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 76,357 | $41,493,157 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 15,014 | $39,241,041 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 73,009 | $36,315,407 | dollars as filed | |
| PONY AI INC | 732908108 | SPONSORED ADS | 2,379,892 | $31,414,574 | dollars as filed | |
| JOBY AVIATION INC | g65163100 | COMMON STOCK | 2,338,980 | $24,676,239 | dollars as filed | |
| RECURSION PHARMACEUTICALS IN | 75629V104 | CL A | 3,675,077 | $18,595,890 | dollars as filed | |
| AURORA INNOVATION INC CLASS A COM | 051774107 | Stock | 3,450,000 | $18,078,000 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 43,961 | $13,964,651 | dollars as filed | |
| API GROUP CORP COM STK | 00187Y100 | Stock | 204,800 | $10,455,040 | dollars as filed | |
| MODERNA INC | 60770K107 | COM | 373,095 | $10,293,691 | dollars as filed | |
| DUOLINGO INC CL A COM | 26603R106 | Stock | 25,000 | $10,250,500 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 42,410 | $9,304,330 | dollars as filed | |
| HYATT HOTELS CORP COM CL A | 448579102 | Stock | 62,877 | $8,780,773 | dollars as filed | |
| SPORTRADAR GROUP AG | H8088L103 | COM | 297,980 | $8,367,278 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 160,967 | $6,903,875 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 59,613 | $5,472,473 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 53,700 | $5,010,210 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 37,600 | $5,001,928 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 55,000 | $4,853,750 | dollars as filed | call |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 26,845 | $4,730,894 | dollars as filed | |
| LIFE TIME GROUP HOLDINGS INC COMMON STOCK | 53190C102 | Stock | 146,300 | $4,437,279 | dollars as filed | |
| OSCAR HEALTH INC | 687793109 | CL A | 180,000 | $3,859,200 | dollars as filed | |
| ROCKET COS INC | 77311W101 | COM CL A | 242,100 | $3,432,978 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 16,134 | $3,432,670 | dollars as filed | |
| GINKGO BIOWORKS HOLDINGS INC | 37611X209 | COMMON STOCK | 250,282 | $2,815,673 | dollars as filed | |
| CBRE GROUP INC CL A | 12504L109 | Stock | 16,337 | $2,289,140 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 12,500 | $2,202,875 | dollars as filed | call |
| BIOHAVEN LTD | G1110E107 | COM | 24,390 | $344,143 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-003216 | this filing | 2025-08-13 | acceptance time not in the bulk data set |