Lingotto Investment Management LLP has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 39 distinct positions held by the firm, managed from its office in London.
The portfolio is diversified across various sectors, with the largest position by number of shares held being Paramount Skydance Corp. Class B, for which Lingotto reported holding 58,282,649 shares. Other notable holdings include Novagold Resources Inc. Class A, with 29,344,900 shares, and Mosaic Co., with 13,333,365 shares.
The filing also details several positions in the technology sector, including Cloudflare Inc. Class A (378,561 shares), Tempus AI Inc. Class A (1,408,685 shares), and Viance Networks Inc. (1,110,351 shares). Additionally, the firm holds significant positions in SLB Limited (15,421,698 shares) and Sibanye Stillwater Ltd. Sponsored ADR (17,281,249 shares).
The report indicates that the firm holds these securities as sole or joint investment discretion, with no specific values for the total portfolio or individual positions disclosed in the text provided.
