0001732768-23-000006.txt : 20230811 0001732768-23-000006.hdr.sgml : 20230811 20230811160839 ACCESSION NUMBER: 0001732768-23-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230811 DATE AS OF CHANGE: 20230811 EFFECTIVENESS DATE: 20230811 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lingotto Investment Management LLP CENTRAL INDEX KEY: 0001732768 IRS NUMBER: 000000000 STATE OF INCORPORATION: X0 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18685 FILM NUMBER: 231164123 BUSINESS ADDRESS: STREET 1: 7 SEYMOUR STREET CITY: LONDON STATE: X0 ZIP: W1H 7JW BUSINESS PHONE: 442037819349 MAIL ADDRESS: STREET 1: 7 SEYMOUR STREET CITY: LONDON STATE: X0 ZIP: W1H 7JW FORMER COMPANY: FORMER CONFORMED NAME: Exor Capital LLP DATE OF NAME CHANGE: 20210408 FORMER COMPANY: FORMER CONFORMED NAME: Exor Investments (UK) LLP DATE OF NAME CHANGE: 20180226 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true true 0001732768 XXXXXXXX 06-30-2023 06-30-2023 Lingotto Investment Management LLP

7 SEYMOUR STREET LONDON X0 W1H 7JW

13F HOLDINGS REPORT 028-18685 N Sebastian Ezquerro 02037819349 Sebastian Ezquerro London X0 08-11-2023 3 33 1547548221 false 1 Giovanni Agnelli B.V 2 Exor N.V 3 Lingotto Investment Management (UK) Limited INFORMATION TABLE 2 LingottoQ2202313Fv4.xml ARK FINTECH INNOVATION ETF FINTECH INNOVA 00214Q708 4013633 191948 SH DFND 1,2,3 191948 0 0 CAMECO CORP COM 13321L108 52906250 1688677 SH DFND 1,2,3 1688677 0 0 CARLYLE GROUP INC/THE COM 14316J108 7092900 222000 SH DFND 1,2,3 222000 0 0 CARVANA CO CL A 146869102 134381851 5184485 SH DFND 1,2,3 5184485 0 0 DESKTOP METAL INC-A COM CL A 25058X105 2173873 1228177 SH DFND 1,2,3 1228177 0 0 ENPHASE ENERGY INC COM 29355A107 6685467 39918 SH DFND 1,2,3 39918 0 0 FATHOM DIGITAL MANUFACTURING CL A COM 31189Y103 406000 1000000 SH DFND 1,2,3 1000000 0 0 GATOS SILVER INC COM 368036109 13038910 3449447 SH DFND 1,2,3 3449447 0 0 GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 11739020 6311301 SH DFND 1,2,3 6311301 0 0 HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 104126417 24792004 SH DFND 1,2,3 24792004 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 11235123 32857 SH DFND 1,2,3 32857 0 0 JOBY AVIATION INC COMMON STOCK G65163100 9326135 908980 SH DFND 1,2,3 908980 0 0 KRANESHARES CSI CHINA INTERN CSI CHI INTERNET 500767306 4281870 159000 SH DFND 1,2,3 159000 0 0 MERCADOLIBRE INC COM 58733R102 12573344 10614 SH DFND 1,2,3 10614 0 0 MICROSOFT CORP COM 594918104 16525044 48526 SH DFND 1,2,3 48526 0 0 MODERNA INC COM 60770K107 16171043 133095 SH DFND 1,2,3 133095 0 0 NEXGEN ENERGY LTD COM 65340P106 13965361 2958763 SH DFND 1,2,3 2958763 0 0 NOVAGOLD RES INC COM NEW 66987E206 62654675 15702926 SH DFND 1,2,3 15702926 0 0 NVIDIA CORP COM 67066G104 21305825 50366 SH DFND 1,2,3 50366 0 0 PARAMOUNT GLOBAL CLASS B COM 92556H206 10938270 686000 SH DFND 1,2,3 686000 0 0 RANGE RES CORP COM 75281A109 204716992 6963163 SH DFND 1,2,3 6963163 0 0 RECURSION PHARMACEUTICALS-A CL A 75629V104 5789825 775077 SH DFND 1,2,3 775077 0 0 SCHLUMBERGER LTD COM STK 806857108 136974004 2774438 SH DFND 1,2,3 2774438 0 0 SEA LTD-ADR SPONSORD ADS 81141R100 5629009 96985 SH DFND 1,2,3 96985 0 0 SERVICENOW INC COM 81762P102 16917545 30104 SH DFND 1,2,3 30104 0 0 SKILLSOFT CORP CL A 83066P200 1432648 1155361 SH DFND 1,2,3 1155361 0 0 TESLA INC COM 88160R101 10591476 40461 SH DFND 1,2,3 40461 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 182325855 24213261 SH DFND 1,2,3 24213261 0 0 UBS GROUP AG SHS H42097107 4388996 217000 SH DFND 1,2,3 217000 0 0 VALARIS LIMITED CL A G9460G101 126210835 2005575 SH DFND 1,2,3 2005575 0 0 VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 111837356 3136213 SH DFND 1,2,3 3136213 0 0 VEON LTD SPONSORED ADR 91822M502 108450021 5305774 SH DFND 1,2,3 5305774 0 0 WEATHERFORD INTL PLC ORD SHS G48833118 116742648 1757643 SH DFND 1,2,3 1757643 0 0