Lingotto Investment Management’s Recursion Pharmaceuticals RXRX Stock Holding History

Lingotto Investment Management’s Portfolio RXRX Stock Details RXRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.1M	Sell	2,206,661 -3,675,077	-62%	-$12.2M	0.17%	28
2026 Q1	$18.1M	Buy	5,881,738 +950,681	+19%	+$3.67M	0.36%	25
2025 Q4	$20.2M	Buy	4,931,057 +1,255,980	+34%	+$6.22M	0.35%	26
2025 Q3	$17.9M	Hold	3,675,077	–	–	0.33%	25
2025 Q2	$18.6M	Hold	3,675,077	–	–	0.4%	23
2025 Q1	$19.4M	Hold	3,675,077	–	–	0.51%	22
2024 Q4	$24.8M	Hold	3,675,077	–	–	0.67%	21
2024 Q3	$24.2M	Hold	3,675,077	–	–	0.7%	21
2024 Q2	$27.6M	Buy	3,675,077 +1,500,000	+69%	+$13.1M	0.93%	19
2024 Q1	$21.7M	Buy	2,175,077 +300,000	+16%	+$3.34M	0.91%	19
2023 Q4	$18.5M	Buy	1,875,077 +1,100,000	+142%	+$7.84M	0.89%	19
2023 Q3	$5.93M	Hold	775,077	–	–	0.32%	26
2023 Q2	$5.79M	Buy	+775,077	New	+$5.42M	0.37%	26

Other funds holding RXRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

MCMU

MIC Capital Management (UK) London, United Kingdom $394M AUM 25.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lingotto Investment Management's RXRX Position: Q2 2026 in Review

Lingotto Investment Management reduced its Recursion Pharmaceuticals (RXRX) stake by 62% in Q2 2026, selling an estimated $12.2M and leaving 2,206,661 shares worth $8.1M. The position accounts for 0.17% of the portfolio, ranked #28.

Lingotto Investment Management first reported a position in RXRX in Q2 2023 and has held it in 13 quarters since. The position peaked at $27.6M in Q2 2024. 342 funds tracked by Wall St. Rank hold RXRX as of Q2 2026.

Lingotto Investment Management held 2,206,661 shares of Recursion Pharmaceuticals worth $8.1M as of Q2 2026.
Lingotto Investment Management sold 3,675,077 Recursion Pharmaceuticals shares in Q2 2026, an estimated $12.2M.
Recursion Pharmaceuticals made up 0.17% of Lingotto Investment Management's portfolio in Q2 2026, its #28 holding.
Lingotto Investment Management first reported a position in Recursion Pharmaceuticals in Q2 2023 and has held it in 13 quarters since.
Lingotto Investment Management's Recursion Pharmaceuticals position peaked at $27.6M in Q2 2024.
342 funds tracked by Wall St. Rank held Recursion Pharmaceuticals as of Q2 2026.

Based on Lingotto Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.