Holdings
Lingotto Investment Management LLP
As of Jun 30, 2026, Lingotto Investment Management LLP reported 25 positions worth US$4.09B. Largest: Teva Pharmaceutical Industries Limited, Carvana Co. and Molina Healthcare Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Teva Pharmaceutical Industries Limited | 20.2M | US$685M | −7.56M | Jun 30, 2026 |
| Carvana Co. | 9.28M | US$611M | +6.74M | Jun 30, 2026 |
| Molina Healthcare Inc | 2.51M | US$574M | new | Jun 30, 2026 |
| Paramount Skydance Corporation | 46.1M | US$456M | no change | Jun 30, 2026 |
| Range Resources Corporation | 11M | US$411M | +3.85M | Jun 30, 2026 |
| Novagold Resources Inc. | 31.5M | US$188M | −5.31M | Jun 30, 2026 |
| Valaris Limited | 2.41M | US$175M | −1.3M | Jun 30, 2026 |
| Sibanye Stillwater Limited | 19.1M | US$162M | −500K | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 309K | US$147M | +31,516 | Jun 30, 2026 |
| Nvidia Corporation | 668K | US$134M | +53,353 | Jun 30, 2026 |