DOSSIER · 13F-HR · Q1 2026

Lingotto Investment Management LLP

Lingotto Investment LLP's pension fund based in Greenwich, CT $5.1B in tracked AUM across 35 positions as of Q1 2026.

LI
Lingotto Investment LLP·Greenwich, CT·Pension Fund
CIK 0001732768 · last filed Mar 31, 2026
Total AUM
$5.1B
14.5%
vs prior
Holdings
35
positions
Whale Score
81
81
strong
Activity
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Lingotto Investment Management LLP 13F Filing
Portfolio Overview

As of the report date September 30, 2025, Lingotto Investment Management LLP manages a portfolio valued at approximately $2.71 billion across 22 holdings. This represents a significant reduction in portfolio size, decreasing by 42.4% from the previous quarter's $4.70 billion. This reduction is driven by a combination of asset reallocation and market activity rather than broad market sell-offs, as th...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TEVA
TEVA PHARMACEUTICAL INDS LTD
$836M27.8M16.5%
02
CVNA
CARVANA CO
$801M2.5M15.8%
03
PSKY
PARAMOUNT SKYDANCE CORP
$417M46.1M8.2%
04
G9460G101
VALARIS LTD
$363M3.7M7.2%
05
NG
NOVAGOLD RESOURCES INC
$331M36.8M6.5%
06
RRC
RANGE RES CORP
$325M7.2M6.4%
07
SLB
SLB LIMITED
$300M5.8M5.9%
08
VEON
VEON LTD
$280M6.0M5.5%
09
SBSW
SIBANYE STILLWATER LTD
$246M19.6M4.9%
10
GDXJ
VANECK ETF TRUST
$239M2.0M4.7%

Filing history

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