Lingotto Investment Management LLP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Lingotto Investment Management LLP held in its portfolio 38 assets valued at $5,738,292,716 (i.e. $5.74B).
The most valuable assets in the portfolio included: CARVANA CO ($1.21B), TEVA PHARMACEUTICAL INDS LTD ($887.08M), and PARAMOUNT SKYDANCE CORP ($632.40M).
The chart below shows the top 10 valuable assets, and the table below shows the top 38 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lingotto Investment Management LLP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CARVANA CO | 2855140 | 1204926183 | CL A |
| TEVA PHARMACEUTICAL INDS LTD | 28422768 | 887074589 | SPONSORED ADS |
| PARAMOUNT SKYDANCE CORP | 47193833 | 632397362 | COM CL B |
| SIBANYE STILLWATER LTD | 28430409 | 405133328 | SPONSORED ADR |
| NOVAGOLD RES INC | 35196788 | 328034064 | COM NEW |
| VEON LTD | 6060852 | 318618990 | SPONSORED ADS |
| VANECK ETF TRUST | 2602894 | 296157279 | JUNIOR GOLD MINE |
| RANGE RES CORP | 7216694 | 254460630 | COM |
| SLB LIMITED | 5959933 | 228742229 | COM STK |
| VALARIS LTD | 3719176 | 187446470 | CL A |
| FIRST MAJESTIC SILVER CORP | 10046918 | 167381654 | COM |
| HARMONY GOLD MINING CO LTD | 4897286 | 97455991 | SPONSORED ADR |
| NVIDIA CORPORATION | 514967 | 96041346 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 274878 | 83532675 | SPONSORED ADS |
| TEMPUS AI INC | 1143526 | 67525210 | CL A |
| INTUITIVE SURGICAL INC | 107756 | 61028689 | COM NEW |
| PONY AI INC | 4107512 | 59558924 | SPONSORED ADS |
| SERVICENOW INC | 285325 | 43708937 | COM |
| MICROSOFT CORP | 88837 | 42963350 | COM |
| JOBY AVIATION INC | 3138240 | 41424768 | COMMON STOCK |
| MERCADOLIBRE INC | 20152 | 40591368 | COM |
| CLOUDFLARE INC | 175635 | 34626440 | CL A COM |
| AURORA INNOVATION INC | 8153945 | 31311148 | CLASS A COM |
| TESLA INC | 58804 | 26445335 | COM |
| RECURSION PHARMACEUTICALS IN | 4931057 | 20168023 | CL A |
| MODERNA INC | 498693 | 14706457 | COM |
| API GROUP CORP | 307200 | 11753472 | COM STK |
| HYATT HOTELS CORP | 62923 | 10087815 | COM CL A |
| AMAZON COM INC | 42410 | 9789076 | COM |
| CRH PLC | 59761 | 7458173 | ORD |
| DUOLINGO INC | 33563 | 5890307 | CL A COM |
| ROCKET COS INC | 299900 | 5806064 | COM CL A |
| SUNRUN INC | 243500 | 4480400 | COM |
| PRIMO BRANDS CORPORATION | 179200 | 2929920 | CLASS A COM SHS |
| VERTIV HOLDINGS CO | 16300 | 2640763 | COM CL A |
| ALIBABA GROUP HLDG LTD | 17100 | 2506518 | SPONSORED ADS |
| GINKGO BIOWORKS HOLDINGS INC | 250282 | 2079843 | CL A NEW |
| ENERGY FUELS INC | 96900 | 1408926 | COM NEW |
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