13F-HR filed by Lingotto Investment Management LLP
Lingotto Investment Management LLP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-29, with 32 holding rows worth $4,665,510,258.
- Accession
- 0001172661-26-002907
- Filer
- CIK 1732768
- Filed
- 2026-07-29
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 32 entries on the cover page, a total value of $4,665,510,258 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,665,510,258 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 |
|---|---|---|---|---|---|---|
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 20,205,943 | $684,577,349 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 9,283,819 | $611,060,967 | dollars as filed | |
| MOLINA HEALTHCARE INC | 60855R100 | COM | 2,511,490 | $574,377,763 | dollars as filed | |
| PARAMOUNT SKYDANCE CORP | 69932a204 | COM CL B | 46,061,363 | $455,792,071 | dollars as filed | |
| RANGE RES CORP COM | 75281A109 | Stock | 11,045,066 | $410,766,005 | dollars as filed | |
| VEON LTD | 91822M502 | SPONSORED ADS | 5,265,123 | $274,892,072 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 4,391,097 | $205,737,037 | dollars as filed | |
| NOVAGOLD RESOURCES INC | 66987E206 | COM NEW | 31,531,500 | $188,243,055 | dollars as filed | |
| VALARIS LTD | G9460G101 | CL A | 2,411,493 | $175,074,392 | dollars as filed | |
| SIBANYE STILLWATER LTD SPONSORED ADR | 82575P107 | ADR | 19,075,936 | $161,954,697 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 308,743 | $147,446,395 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 667,710 | $133,602,094 | dollars as filed | |
| FIRST MAJESTIC SILVER CORP | 32076V103 | COM | 5,334,603 | $90,474,867 | dollars as filed | |
| TEMPUS AI INC CL A | 88023B103 | Stock | 1,415,766 | $82,015,324 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 300,023 | $73,589,641 | dollars as filed | |
| AURORA INNOVATION INC CLASS A COM | 051774107 | Stock | 9,722,567 | $66,307,907 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 205,661 | $56,797,398 | dollars as filed | |
| MODERNA INC | 60770K107 | COM | 763,907 | $53,496,407 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 24,040 | $40,805,256 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 70,039 | $29,458,403 | dollars as filed | |
| SUNSHINE SILVER MNG & REFNG | 867866105 | COMMON STOCK | 2,000,000 | $26,440,000 | dollars as filed | |
| JOBY AVIATION INC | g65163100 | COMMON STOCK | 2,405,253 | $21,454,857 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 49,717 | $19,771,457 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 410,000 | $19,060,900 | dollars as filed | call |
| FERVO ENERGY CO CL A COM | 31556C106 | Stock | 502,584 | $14,690,530 | dollars as filed | |
| PONY AI INC | 732908108 | SPONSORED ADS | 1,817,066 | $12,628,609 | dollars as filed | |
| NOVAGOLD RESOURCES INC | 66987E305 | COM NEW | 1,900,000 | $11,343,000 | dollars as filed | |
| RECURSION PHARMACEUTICALS IN | 75629V104 | CL A | 2,206,661 | $8,098,446 | dollars as filed | |
| ENVIRI CORP | 29390K102 | COM | 212,657 | $4,667,821 | dollars as filed | |
| DUOLINGO INC CL A COM | 26603R106 | Stock | 40,045 | $4,605,976 | dollars as filed | |
| KLARNA GROUP PLC | G5279N105 | COMMON STOCK | 188,675 | $3,818,782 | dollars as filed | |
| HARMONY GOLD MINING CO LTD SPONSORED ADR | 413216300 | ADR | 161,787 | $2,460,780 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-002907 | this filing | 2026-07-29 | acceptance time not in the bulk data set |