Lingotto Investment Management LLP
Lingotto Investment Management LLP reported 32 positions worth $4.67B as of June 30, 2026 (13F filed July 29, 2026). Largest holding: TEVA (14.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | TEVA | SH | $684.6M | 14.67% | 20,205,943 | — | — | |
| ▸ 2 | CVNA | SH | $611.1M | 13.10% | 9,283,819 | — | — | |
| ▸ 3 | MOH | SH | $574.4M | 12.31% | 2,511,490 | — | — | |
| ▸ 4 | PSKY | SH | $455.8M | 9.77% | 46,061,363 | — | — | |
| ▸ 5 | RRC | SH | $410.8M | 8.80% | 11,045,066 | — | — | |
| ▸ 6 | VEON | SH | $274.9M | 5.89% | 5,265,123 | — | — | |
| ▸ 7 | SLB | SH | $205.7M | 4.41% | 4,391,097 | — | — | |
| ▸ 8 | NG | SH | $188.2M | 4.03% | 31,531,500 | — | — | |
| ▸ 9 | VAL | SH | $175.1M | 3.75% | 2,411,493 | — | — | |
| ▸ 10 | SBSW | SH | $162.0M | 3.47% | 19,075,936 | — | — |
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Frequently Asked Questions
What stocks does Lingotto Investment Management LLP hold as of Q2 2026?
Lingotto Investment Management LLP reported 32 positions worth $4.67B in its Q2 2026 13F filing. Largest positions: TEVA (14.7%), CVNA (13.1%), MOH (12.3%), PSKY (9.8%) and RRC (8.8%).
What did Lingotto Investment Management LLP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Lingotto Investment Management LLP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.