Universe · entity
Lingotto Investment Management LLP
Institutional manager (13F) · CIK 1732768
13F holdings · as of 2026-03-31 · top 34 · reported portfolio $5.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TEVA PHARMACEUTICAL INDS LTD | $836M | 27,770,857 |
| 2 | CARVANA CO | $801M | 2,548,077 |
| 3 | PARAMOUNT SKYDANCE CORP | $417M | 46,061,363 |
| 4 | VALARIS LTD | $363M | 3,706,866 |
| 5 | NOVAGOLD RESOURCES INC | $331M | 36,842,013 |
| 6 | RANGE RES CORP | $325M | 7,193,719 |
| 7 | VEON LTD | $280M | 6,042,061 |
| 8 | SLB LIMITED | $279M | 5,406,567 |
| 9 | SIBANYE STILLWATER LTD | $246M | 19,575,936 |
| 10 | VANECK ETF TRUST | $239M | 1,990,572 |
| 11 | FIRST MAJESTIC SILVER CORP | $215M | 10,016,055 |
| 12 | NVIDIA CORPORATION | $107M | 614,357 |
| 13 | TAIWAN SEMICONDUCTOR MANUFAC | $94M | 277,227 |
| 14 | TEMPUS AI INC | $64M | 1,415,766 |
| 15 | CLOUDFLARE INC | $62M | 300,023 |
| 16 | INTUITIVE SURGICAL INC | $61M | 131,522 |
| 17 | MERCADOLIBRE INC | $42M | 24,040 |
| 18 | SERVICENOW INC | $41M | 389,886 |
| 19 | AURORA INNOVATION INC | $40M | 9,722,567 |
| 20 | MODERNA INC | $39M | 763,907 |
| 21 | PONY AI INC | $31M | 3,324,068 |
| 22 | JOBY AVIATION INC | $31M | 3,743,218 |
| 23 | TESLA INC | $26M | 70,039 |
| 24 | RECURSION PHARMACEUTICALS IN | $18M | 5,881,738 |
| 25 | NEBIUS GROUP N.V. | $13M | 128,945 |
| 26 | API GROUP CORP | $12M | 307,200 |
| 27 | AMAZON COM INC | $9M | 42,410 |
| 28 | MICROSOFT CORP | $5M | 12,517 |
| 29 | DUOLINGO INC | $4M | 40,045 |
| 30 | ROCKET COS INC | $3M | 178,219 |
| 31 | HARMONY GOLD MNG LTD | $2M | 161,787 |
| 32 | KKR & CO INC | $2M | 26,624 |
| 33 | BLUE OWL CAPITAL INC | $2M | 239,234 |
| 34 | ALIBABA GROUP HLDG LTD | $2M | 17,100 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.