0001732768-24-000001.txt : 20240213 0001732768-24-000001.hdr.sgml : 20240213 20240213114752 ACCESSION NUMBER: 0001732768-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240213 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: 24623747 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 12-31-2023 12-31-2023 Lingotto Investment Management LLP

7 SEYMOUR STREET LONDON X0 W1H 7JW

13F HOLDINGS REPORT 028-18685 N Innes Harding 07842416971 I Harding London X0 02-13-2024 3 34 2077573370 false 1 Giovanni Agnelli B.V. 2 Exor N.V. 3 Lingotto Investment Management UK Ltd INFORMATION TABLE 2 Lingotto13FQ42023.xml CARVANA CO CL A 146869102 244861900 4625272 SH DFND 1,2,3 4625272 0 0 GATOS SILVER INC COM 368036109 22559383 3449447 SH DFND 1,2,3 3449447 0 0 HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 160143435 26039583 SH DFND 1,2,3 26039583 0 0 NEXGEN ENERGY LTD COM 65340P106 27399141 3914163 SH DFND 1,2,3 3914163 0 0 NOVAGOLD RES INC COM NEW 66987E206 58728943 15702926 SH DFND 1,2,3 15702926 0 0 PARAMOUNT GLOBAL CLASS B COM 92556H206 48388327 3263978 SH DFND 1,2,3 3263978 0 0 RANGE RES CORP COM 75281A109 193535815 6357944 SH DFND 1,2,3 6357944 0 0 SCHLUMBERGER LTD COM STK 806857108 147449329 2819838 SH DFND 1,2,3 2819838 0 0 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 119283020 21967407 SH DFND 1,2,3 21967407 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 359737929 34457656 SH DFND 1,2,3 34457656 0 0 VALARIS LTD CL A G9460G101 205966452 3003740 SH DFND 1,2,3 3003740 0 0 VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 124997345 3297213 SH DFND 1,2,3 3297213 0 0 VEON LTD SPONSORED ADS 91822M502 104523768 5305775 SH DFND 1,2,3 5305775 0 0 ALPHABET INC CL A 02079K305 7405805 53016 SH DFND 1,2,3 53016 0 0 DESKTOP METAL INC COM CL A 25058X105 621961 828177 SH DFND 1,2,3 828177 0 0 ENPHASE ENERGY INC COM 29355A107 5274765 39918 SH DFND 1,2,3 39918 0 0 FATHOM DIGITAL MANUFACTURING CL A 31189Y202 222915 50000 SH DFND 1,2,3 50000 0 0 FLOOR & DECOR HOLDINGS INC CL A 339750101 8097806 72587 SH DFND 1,2,3 72587 0 0 GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 14384099 8511301 SH DFND 1,2,3 8511301 0 0 INDIVIOR PLC ORD G4766E116 8912764 590000 SH DFND 1,2,3 590000 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 17325798 51357 SH DFND 1,2,3 51357 0 0 JOBY AVIATION INC COMMON STOCK G65163100 13891717 2088980 SH DFND 1,2,3 2088980 0 0 MARRIOTT INTERNATIONAL CL A 571903202 7220605 32019 SH DFND 1,2,3 32019 0 0 MERCADOLIBRE INC COM 58733R102 20452022 13014 SH DFND 1,2,3 13014 0 0 MICROSOFT CORP COM 594918104 27648717 73526 SH DFND 1,2,3 73526 0 0 MODERNA INC COM 60770K107 23181298 233095 SH DFND 1,2,3 233095 0 0 NVIDIA CORP COM 67066G104 24942251 50366 SH DFND 1,2,3 50366 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 14882300 215000 SH DFND 1,2,3 215000 0 0 RECURSION PHARMACEUTICALS CL A 75629V104 18488259 1875077 SH DFND 1,2,3 1875077 0 0 SERVICENOW INC COM 81762P102 21268175 30104 SH DFND 1,2,3 30104 0 0 SHARKNINJA INC COM SHS G8068L108 8596560 168000 SH DFND 1,2,3 168000 0 0 SKILLSOFT CORP CL A 83066P309 1015561 57768 SH DFND 1,2,3 57768 0 0 TESLA INC COM 88160R101 10053749 40461 SH DFND 1,2,3 40461 0 0 VISA INC COM CL A 92826C839 6111456 23474 SH DFND 1,2,3 23474 0 0