0001732768-24-000003.txt : 20240515 0001732768-24-000003.hdr.sgml : 20240515 20240515140927 ACCESSION NUMBER: 0001732768-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lingotto Investment Management LLP CENTRAL INDEX KEY: 0001732768 ORGANIZATION NAME: 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: 24949302 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 03-31-2024 03-31-2024 Lingotto Investment Management LLP

7 SEYMOUR STREET LONDON X0 W1H 7JW

13F HOLDINGS REPORT 028-18685 N Innes Harding 07842416971 I Harding London X0 05-15-2024 3 47 2387978561 false 1 Giovanni Agnelli BV 2 Exor NV 3 Exor Investments Limited INFORMATION TABLE 2 lingotto13f_q1-2024v2.xml LINGOTTO13FQ12024 ALPHABET INC CAP STK CL A 02079K305 9627221 63786 SH DFND 1,2,3 63786 0 0 BROADCOM INC COM 11135F101 4771476 3600 SH DFND 1,2,3 3600 0 0 CAMECO CORP COM 13321L108 5111760 118000 SH DFND 1,2,3 118000 0 0 CANADIAN PACIFIC KANSAS CITY COM 13646K108 8754664 99293 SH DFND 1,2,3 99293 0 0 CARVANA CO CL A 146869102 327369280 3723914 SH DFND 1,2,3 3723914 0 0 CBRE GROUP INC CL A 12504L109 5857154 60234 SH DFND 1,2,3 60234 0 0 COPART INC COM 217204106 6316002 109047 SH DFND 1,2,3 109047 0 0 DESKTOP METAL INC COM CL A 25058X105 728796 828177 SH DFND 1,2,3 828177 0 0 ENPHASE ENERGY INC COM 29355A107 4829280 39918 SH DFND 1,2,3 39918 0 0 FATHOM DIGITAL MFG CORP CL A 31189Y202 230500 50000 SH DFND 1,2,3 50000 0 0 GATOS SILVER INC COM 368036109 28940860 3449447 SH DFND 1,2,3 3449447 0 0 GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 11613109 10011301 SH DFND 1,2,3 10011301 0 0 HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 189315624 23172047 SH DFND 1,2,3 23172047 0 0 HYATT HOTELS CORP COM CL A 448579102 3565751 22339 SH DFND 1,2,3 22339 0 0 INDIVIOR PLC ORD G4766E116 10137911 474000 SH DFND 1,2,3 474000 0 0 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 4357695 39009 SH DFND 1,2,3 39009 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 22491515 56357 SH DFND 1,2,3 56357 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 9990225 22500 SH DFND 1,2,3 22500 0 0 JOBY AVIATION INC COMMON STOCK G65163100 12536933 2338980 SH DFND 1,2,3 2338980 0 0 KRANESHARES TRUST CSI CHI INTERNET 500767306 5013750 191000 SH DFND 1,2,3 191000 0 0 LINDE PLC SHS G54950103 5509157 11865 SH DFND 1,2,3 11865 0 0 MARRIOTT INTL INC NEW CL A 571903202 6610017 26198 SH DFND 1,2,3 26198 0 0 MERCADOLIBRE INC COM 58733R102 22700567 15014 SH DFND 1,2,3 15014 0 0 MICROSOFT CORP COM 594918104 38086099 90526 SH DFND 1,2,3 90526 0 0 MODERNA INC COM 60770K107 32297803 303095 SH DFND 1,2,3 303095 0 0 MOODYS CORP COM 615369105 4689241 11931 SH DFND 1,2,3 11931 0 0 NOVAGOLD RES INC COM NEW 66987E206 52913199 17637733 SH DFND 1,2,3 17637733 0 0 NVIDIA CORPORATION COM 67066G104 52285403 57866 SH DFND 1,2,3 57866 0 0 PARAMOUNT GLOBAL CLASS B COM 92556H206 48349065 4107822 SH DFND 1,2,3 4107822 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 20542500 250000 SH DFND 1,2,3 250000 0 0 RANGE RES CORP COM 75281A109 218904012 6357944 SH DFND 1,2,3 6357944 0 0 RECURSION PHARMACEUTICALS IN CL A 75629V104 21685518 2175077 SH DFND 1,2,3 2175077 0 0 ROYAL CARIBBEAN GROUP COM V7780T103 5421390 39000 SH DFND 1,2,3 39000 0 0 SCHLUMBERGER LTD COM STK 806857108 154555321 2819838 SH DFND 1,2,3 2819838 0 0 SERVICENOW INC COM 81762P102 27525690 36104 SH DFND 1,2,3 36104 0 0 SHARKNINJA INC COM SHS G8068L108 10464720 168000 SH DFND 1,2,3 168000 0 0 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 105433312 22384992 SH DFND 1,2,3 22384992 0 0 SKILLSOFT CORP CL A 83066P309 519912 57768 SH DFND 1,2,3 57768 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 18366750 135000 SH DFND 1,2,3 135000 0 0 TESLA INC COM 88160R101 7112639 40461 SH DFND 1,2,3 40461 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 372850189 26424535 SH DFND 1,2,3 26424535 0 0 VALARIS LTD CL A G9460G101 226061472 3003740 SH DFND 1,2,3 3003740 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 7082880 224000 SH DFND 1,2,3 224000 0 0 VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 116693132 3012213 SH DFND 1,2,3 3012213 0 0 VEON LTD SPONSORED ADS 91822M502 128063938 5333775 SH DFND 1,2,3 5333775 0 0 VERISIGN INC COM 92343E102 3575296 18866 SH DFND 1,2,3 18866 0 0 VISA INC COM CL A 92826C839 8119833 29095 SH DFND 1,2,3 29095 0 0