The Analysis of Lingotto Investment Management LLP's Holdings
Currently, Lingotto Investment Management LLP holds 34 types of securities in its portfolio with a total value $5.4B. In the most recent quarter, they have increased their positions in PSKY (+47.1M shares, valued at $890.9M), SLB (+1.8M shares, valued at $62.6M), AUR (+2.6M shares, valued at $14.2M); decreased their positions in CVNA (-671.7K shares, valued at $253.4M), HMY (-6.9M shares, valued at $124.8M); initiated new positions in PSKY (+47.1M shares, valued at $890.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CVNA CARVANA CO3.1M shares-17.84%2025-09-302025-11-12
PSKY PARAMOUNT SKYDANCE CORP47.1M sharesnew addition2025-09-302025-11-12 TEVA TEVA PHARMACEUTICAL INDS LTD28.6M shares1.53%2025-09-302025-11-12 VEON VEON LTD6.0M shares1.45%2025-09-302025-11-12 SBSW SIBANYE STILLWATER LTD28.4M shares0.00%2025-09-302025-11-12 NG NOVAGOLD RES INC35.1M shares0.60%2025-09-302025-11-12 RRC RANGE RES CORP7.2M shares0.54%2025-09-302025-11-12 GDXJ VANECK ETF TRUST2.6M shares0.27%2025-09-302025-11-12 HMY HARMONY GOLD MINING CO LTD11.3M shares-37.75%2025-09-302025-11-12 SLB SCHLUMBERGER LTD6.0M shares44.14%2025-09-302025-11-12 VAL VALARIS LTD3.7M shares1.51%2025-09-302025-11-12 AG FIRST MAJESTIC SILVER CORP10.0M shares0.59%2025-09-302025-11-12 NVDA NVIDIA CORPORATION383.7K shares0.00%2025-09-302025-11-12 TEM TEMPUS AI INC783.9K shares0.00%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD205.0K shares0.00%2025-09-302025-11-12 PONY PONY AI INC2.4M shares0.00%2025-09-302025-11-12 NOW SERVICENOW INC46.1K shares0.00%2025-09-302025-11-12 MSFT MICROSOFT CORP73.0K shares0.02%2025-09-302025-11-12 JOBY JOBY AVIATION INC2.3M shares0.00%2025-09-302025-11-12 MELI MERCADOLIBRE INC15.0K shares0.00%2025-09-302025-11-12 ISRG INTUITIVE SURGICAL INC76.4K shares0.00%2025-09-302025-11-12 AUR AURORA INNOVATION INC6.1M shares76.28%2025-09-302025-11-12 TSLA TESLA INC44.0K shares0.00%2025-09-302025-11-12 RXRX RECURSION PHARMACEUTICALS IN3.7M shares0.00%2025-09-302025-11-12 APG API GROUP CORP307.2K shares50.00%2025-09-302025-11-12 MRNA MODERNA INC373.1K shares0.00%2025-09-302025-11-12 AMZN AMAZON COM INC42.4K shares0.00%2025-09-302025-11-12 H HYATT HOTELS CORP62.9K shares0.07%2025-09-302025-11-12 DUOL DUOLINGO INC25.0K shares0.00%2025-09-302025-11-12 CRH CRH PLC59.8K shares0.25%2025-09-302025-11-12 DKNG DRAFTKINGS INC NEW161.0K shares0.00%2025-09-302025-11-12 UBER UBER TECHNOLOGIES INC53.7K shares0.00%2025-09-302025-11-12 DNA GINKGO BIOWORKS HOLDINGS INC250.3K shares0.00%2025-09-302025-11-12 BHVN BIOHAVEN LTD24.4K shares0.00%2025-09-302025-11-12 Call Option Holdings
Put Option Holdings
No put option holdings data available