EdgeMarket › What Lingotto Investment Management Llp reported owning
What Lingotto Investment Management Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
5.1BPositions
35Quarter
2026-03-31Shown below
34largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| TEVA TEVA PHARMACEUTICAL INDUSTRIES LTD | 836.5M | 16.5% | 27.8M | 37.34 | +112.0% |
| CVNA CARVANA CO. | 801.1M | 15.8% | 2.5M | 69.91 | +3.2% |
| PSKY Paramount Skydance Corp | 417.1M | 8.2% | 46.1M | 10.35 | -26.0% |
| VAL Valaris Ltd | 363.4M | 7.2% | 3.7M | 87.76 | +94.9% |
| NG NOVAGOLD RESOURCES INC | 330.8M | 6.5% | 36.8M | 8.72 | +47.3% |
| RRC RANGE RESOURCES CORP | 325.0M | 6.4% | 7.2M | 41.06 | +24.1% |
| VEON VEON Ltd. | 279.7M | 5.5% | 6.0M | 59.38 | +2.9% |
| SLB SLB LIMITED/NV | 279.1M | 5.5% | 5.4M | 53.87 | +61.5% |
| SBSW Sibanye Stillwater Ltd | 246.2M | 4.9% | 19.6M | 12.58 | +57.6% |
| GDXJ VanEck Junior Gold Miners ETF | 238.9M | 4.7% | 2.0M | 132.59 | +80.9% |
| AG FIRST MAJESTIC SILVER CORP | 215.1M | 4.2% | 10.0M | 21.09 | +147.2% |
| NVDA NVIDIA CORP | 107.1M | 2.1% | 614.4K | 214.72 | +22.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 93.7M | 1.9% | 277.2K | 418.95 | +83.3% |
| TEM Tempus AI, Inc. | 64.0M | 1.3% | 1.4M | 72.69 | -0.8% |
| NET Cloudflare, Inc. | 61.9M | 1.2% | 300.0K | 293.14 | +51.7% |
| ISRG INTUITIVE SURGICAL INC | 60.6M | 1.2% | 131.5K | 378.81 | -21.2% |
| MELI MERCADOLIBRE INC | 41.6M | 0.8% | 24.0K | 1,922.73 | -17.7% |
| NOW ServiceNow, Inc. | 40.8M | 0.8% | 389.9K | 128.48 | -27.8% |
| AUR Aurora Innovation, Inc. | 40.1M | 0.8% | 9.7M | 6.24 | +8.1% |
| MRNA Moderna, Inc. | 38.8M | 0.8% | 763.9K | 145.13 | +439.7% |
| PONY Pony AI Inc. | 31.4M | 0.6% | 3.3M | 8.23 | -44.7% |
| JOBY Joby Aviation, Inc. | 30.9M | 0.6% | 3.7M | 7.53 | -48.8% |
| TSLA Tesla, Inc. | 26.0M | 0.5% | 70.0K | 362.86 | +12.0% |
| RXRX RECURSION PHARMACEUTICALS, INC. | 18.1M | 0.4% | 5.9M | 3.50 | -26.6% |
| NBIS Nebius Group N.V. | 13.4M | 0.3% | 128.9K | 219.13 | +224.8% |
| APG APi Group Corp | 12.4M | 0.2% | 307.2K | 41.16 | +16.2% |
| AMZN AMAZON COM INC | 8.8M | 0.2% | 42.4K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 4.6M | 0.1% | 12.5K | 483.24 | -4.4% |
| DUOL Duolingo, Inc. | 3.9M | 0.1% | 40.0K | 146.13 | -56.9% |
| RKT Rocket Companies, Inc. | 2.5M | 0.1% | 178.2K | 13.93 | -21.6% |
| HMY HARMONY GOLD MINING CO LTD | 2.5M | 0.0% | 161.8K | 23.54 | +52.0% |
| KKR KKR & Co. Inc. | 2.5M | 0.0% | 26.6K | 108.48 | -21.4% |
| OWL BLUE OWL CAPITAL INC. | 2.2M | 0.0% | 239.2K | 11.67 | -37.2% |
| BABA Alibaba Group Holding Ltd | 2.1M | 0.0% | 17.1K | 119.34 | -0.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →