Institutions / Lingotto Investment Management LLP
Lingotto Investment Management LLP
CIK 1732768 · Institution · as of Dec 31, 2025
Portfolio value
$5.67B
Positions
38
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 38 →
| Company | Value | % of portfolio |
|---|---|---|
| Carvana Co. | $1.20B | 21.3% |
| Teva Pharmaceutical Industries LtdTEVA | $887.07M | 15.6% |
| Paramount Skydance CorpPSKY | $632.40M | 11.2% |
| Sibanye Stillwater LimitedSBSW | $405.13M | 7.1% |
| Novagold Resources IncNG | $328.03M | 5.8% |
| Veon Ltd | $318.62M | 5.6% |
| VanEck ETF Trust | $296.16M | 5.2% |
| Range Resources Corp | $254.46M | 4.5% |
| Valaris Ltd | $187.45M | 3.3% |
| First Majestic Silver Corp | $167.38M | 3.0% |
| Slb LIMITED/NV | $159.59M | 2.8% |
| Harmony Gold Mining Co Ltd | $97.46M | 1.7% |
| NVIDIA Corp | $96.04M | 1.7% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $83.53M | 1.5% |
| Tempus AI, Inc. | $67.53M | 1.2% |
| Intuitive Surgical Inc | $61.03M | 1.1% |
| Pony AI Inc.PONY | $59.56M | 1.1% |
| ServiceNow Inc | $43.71M | 0.8% |
| Microsoft Corp | $42.96M | 0.8% |
| Joby Aviation, Inc. | $41.42M | 0.7% |
| MercadoLibre, Inc. | $40.59M | 0.7% |
| Cloudflare, Inc. | $34.63M | 0.6% |
| Aurora Innovation, Inc. | $31.31M | 0.6% |
| Tesla Inc | $26.45M | 0.5% |
| Recursion Pharmaceuticals, Inc. | $20.17M | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.