account_balance
Investment manager · 13F filer · SEC CIK 1732768
Lingotto Investment Management LLP
Reported value$5.74Bas of Sep 30, 2026
Positions39 9 new, 1 sold out
Top 10 weight79.9%SLB alone is 13%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SLBSLB Limited
13.1%Added +251%
TEVATeva Pharmaceutical Inds Ltd
12.1%Trimmed −13%
SKYDParamount Skydance Corp
10.5%Added +27%
MOHMolina Healthcare Inc
10.0%Added +20%
CVNACarvana Co
8.7%Trimmed −14%
RRCRange Res Corp
7.1%
VEONVeon Ltd
6.8%
MOSMosaic Co
5.0%New
NGNovagold Resources Inc
3.3%Trimmed −7%
SBSWSibanye Stillwater Ltd
3.2%Trimmed −9%
NVDANvidia Corporation
3.0%Added +12%
TSMTaiwan Semiconductor Manufac
2.8%Added +14%
SLBSLB Limited
13.1%Added +251%
TEVATeva Pharmaceutical Inds Ltd
12.1%Trimmed −13%
SKYD10.5%MOH10.0%CVNA8.7%RRC7.1%VEON6.8%MOS5.0%NG3.3%SBSW3.2%NVDA3.0%TSM2.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SLB SLB Limited 13.1% Added +251%TEVA Teva Pharmaceutical Inds Ltd 12.1% Trimmed −13%SKYD Paramount Skydance Corp 10.5% Added +27%MOH Molina Healthcare Inc 10.0% Added +20%CVNA Carvana Co 8.7% Trimmed −14%RRC Range Res Corp 7.1% HeldVEON Veon Ltd 6.8% HeldMOS Mosaic Co 5.0% NewNG Novagold Resources Inc 3.3% Trimmed −7%SBSW Sibanye Stillwater Ltd 3.2% Trimmed −9%NVDA Nvidia Corporation 3.0% Added +12%TSM Taiwan Semiconductor Manufac 2.8% Added +14%
What changed