0001732768-23-000007.txt : 20231113 0001732768-23-000007.hdr.sgml : 20231113 20231113120251 ACCESSION NUMBER: 0001732768-23-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231113 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231113 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: 231396850 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 false 0001732768 XXXXXXXX 09-30-2023 09-30-2023 Lingotto Investment Management LLP

7 SEYMOUR STREET LONDON X0 W1H 7JW

13F HOLDINGS REPORT 028-18685 N Innes Harding 442039294682 I Harding London X0 11-13-2023 3 33 1864840558 false 1 Giovanni Agnelli BV 2 Exor NV 3 Lingtto Investment Management UK Ltd INFORMATION TABLE 2 Lingotto13FQ32023.xml CAMECO CORP COM 13321L108 21531140 543167 SH DFND 1,2,3 543167 0 0 CARVANA CO CL A 146869102 194168919 4625272 SH DFND 1,2,3 4625272 0 0 DESKTOP METAL INC COM CL A 25058X105 1209138 828177 SH DFND 1,2,3 828177 0 0 ENPHASE ENERGY INC COM 29355A107 4796148 39918 SH DFND 1,2,3 39918 0 0 FATHOM DIGITAL MFG CORP CL A 31189Y202 287500 50000 SH DFND 1,2,3 50000 0 0 GATOS SILVER INC COM 368036109 17868135 3449447 SH DFND 1,2,3 3449447 0 0 GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 11423455 6311301 SH DFND 1,2,3 6311301 0 0 HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 101588252 27018152 SH DFND 1,2,3 27018152 0 0 INDIVIOR PLC ORD G4766E116 5937292 273565 SH DFND 1,2,3 273565 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 9603773 32857 SH DFND 1,2,3 32857 0 0 JOBY AVIATION INC COMMON STOCK G65163100 5862921 908980 SH DFND 1,2,3 908980 0 0 KRANESHARES TR CSI CHI INTERNET 500767306 5775070 211000 SH DFND 1,2,3 211000 0 0 MERCADOLIBRE INC COM 58733R102 13457278 10614 SH DFND 1,2,3 10614 0 0 MICROSOFT CORP COM 594918104 15322085 48526 SH DFND 1,2,3 48526 0 0 MODERNA INC COM 60770K107 13747383 133095 SH DFND 1,2,3 133095 0 0 NEXGEN ENERGY LTD COM 65340P106 23406695 3914163 SH DFND 1,2,3 3914163 0 0 NOVAGOLD RES INC COM NEW 66987E206 60299236 15702926 SH DFND 1,2,3 15702926 0 0 NVIDIA CORPORATION COM 67066G104 21908706 50366 SH DFND 1,2,3 50366 0 0 PARAMOUNT GLOBAL CLASS B COM 92556H206 8849400 686000 SH DFND 1,2,3 686000 0 0 RANGE RES CORP COM 75281A109 225676113 6963163 SH DFND 1,2,3 6963163 0 0 RECURSION PHARMACEUTICALS IN CL A 75629V104 5929339 775077 SH DFND 1,2,3 775077 0 0 SCHLUMBERGER LTD COM STK 806857108 176278095 3023638 SH DFND 1,2,3 3023638 0 0 SEA LTD SPONSORD ADS 81141R100 4262491 96985 SH DFND 1,2,3 96985 0 0 SERVICENOW INC COM 81762P102 16826932 30104 SH DFND 1,2,3 30104 0 0 SHARKNINJA INC COM SHS G8068L108 7788480 168000 SH DFND 1,2,3 168000 0 0 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 105515700 17101410 SH DFND 1,2,3 17101410 0 0 SKILLSOFT CORP CL A 83066P200 1024112 1155361 SH DFND 1,2,3 1155361 0 0 TESLA INC COM 88160R101 10124151 40461 SH DFND 1,2,3 40461 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 345268531 33849856 SH DFND 1,2,3 33849856 0 0 UBS GROUP AG SHS H42097107 7138845 288000 SH DFND 1,2,3 288000 0 0 VALARIS LTD CL A G9460G101 217422505 2899740 SH DFND 1,2,3 2899740 0 0 VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 101080145 3136213 SH DFND 1,2,3 3136213 0 0 VEON LTD SPONSORED ADS 91822M502 103462593 5305774 SH DFND 1,2,3 5305774 0 0