account_balance
Investment manager · 13F filer · SEC CIK 1732768
Lingotto Investment Management LLP
Reported value$5.74Bas of Sep 30, 2026
Positions39 10 new, 2 sold out
Top 10 weight80%SLB alone is 13%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SLB
Slb Limited
13.1%Added
TEVA
Teva Pharmaceutical Inds Ltd
12.1%New
SKYD
Paramount Skydance Corp
10.5%Added
MOH
Molina Healthcare INC
10.0%Added
CVNA
Carvana CO
8.7%Trimmed
RRC
Range Res Corp
7.1%
VEON
Veon Ltd
6.8%
MOS
Mosaic CO
5.0%New
NG
Novagold Resources INC
3.3%Trimmed
SBSW
Sibanye Stillwater Ltd
3.2%Trimmed
29 others
20.1%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed