Lingotto Investment Management Llp
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 44
- Total Value
- 3826663308
- Accession Number
- 0001172661-25-002046
- Form Type
- 13F-HR
- CIK
- 0001732768
- Manager Name
- Lingotto Investment Management Llp
Data Enrichment
95% identified42 identified2 unidentified
Holdings
44 positions
Manager:
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Page 1 of 3
91822M502
Shares:
5887007(+2.5%)
Value:
$256.7B(+11.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Carvana Co.(CVNAcusip146869102) | 4.0M | All Managers (Combined) | $845.8M | ||
45.8M | All Managers (Combined) | $548.2M | |||
27.9M | All Managers (Combined) | $428.1M | |||
21.2M | All Managers (Combined) | $312.4M | |||
7.0M | All Managers (Combined) | $280.4M | |||
(cusip91822M502)✕ | 5.9M | All Managers (Combined) | $256.7M | ||
4.1M | All Managers (Combined) | $169.4M | |||
2.5M | All Managers (Combined) | $144.5M | |||
Valaris Ltd(VALcusipG9460G101) | 3.6M | All Managers (Combined) | $142.0M | ||
28.2M | All Managers (Combined) | $129.0M | |||
9.8M | QoQ NEW(+9.8M) YoY NEW(+9.8M) | All Managers (Combined) | $65.2M | QoQ NEW(+$65.2M) YoY NEW(+$65.2M) | |
21.7M | All Managers (Combined) | $63.4M | |||
Nvidia Corp(NVDAcusip67066G104) | 383.7K | All Managers (Combined) | $41.6M | ||
76.4K | QoQ 0.00% (-0) | All Managers (Combined) | $37.8M | ||
Tempus Ai, Inc.(TEMcusip88023B103) | 783.9K | QoQ 0.00% (+0)YoY NEW(+783.9K) | All Managers (Combined) | $37.8M | YoY NEW(+$37.8M) |
Microsoft Corp(MSFTcusip594918104) | 90.5K | All Managers (Combined) | $34.0M | ||
185.0K | QoQ 0.00% (-0) | All Managers (Combined) | $30.7M | ||
15.0K | All Managers (Combined) | $29.3M | |||
Servicenow, Inc.(NOWcusip81762P102) | 36.1K | All Managers (Combined) | $28.7M | ||
Tesla, Inc.(TSLAcusip88160R101) | 89.0K | All Managers (Combined) | $23.1M |