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LIM

Lingotto Investment Management Portfolio holdings

AUM $5.04B
1-Year Est. Return 91.14%
This Fund
S&P 500
This Quarter Est. Return
+2.27%
1 Year Est. Return
+91.14%
3 Year Est. Return
+402.21%
5 Year Est. Return
+847.6%
10 Year Est. Return
–
AUM
$5.04B
AUM Growth
-$626M
Cap. Flow
-$317M
Cap. Flow %
-6.28%
Top 10 Hldgs %
81.65%
Holding
41
New
3
Increased
15
Reduced
13
Closed
7

Top Buys

1
SLB icon
SLB Ltd
SLB
+$60.6M
2
NET icon
Cloudflare
NET
+$23.7M
3
NVDA icon
NVIDIA
NVDA
+$18.2M
4
NG icon
NovaGold Resources
NG
+$16.9M
5
TEM
Tempus AI
TEM
+$15.5M

Top Sells

1
SBSW icon
Sibanye-Stillwater
SBSW
+$138M
2
CVNA icon
Carvana
CVNA
+$114M
3
HMY icon
Harmony Gold Mining
HMY
+$93.6M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$80M
5
MSFT icon
Microsoft
MSFT
+$31.9M

Sector Composition

1 Healthcare 20.19%
2 Energy 19.18%
3 Consumer Discretionary 18.24%
4 Materials 15.76%
5 Communication Services 14.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APG icon
26
APi Group
APG
$17.8B
$12.4M 0.25%
307,200
– –
AMZN icon
27
Amazon
AMZN
$2.74T
$8.83M 0.18%
42,410
– –
MSFT icon
28
Microsoft
MSFT
$2.94T
$4.63M 0.09%
12,517
-76,320
-86% -$31.9M
DUOL icon
29
Duolingo
DUOL
$6.11B
$3.95M 0.08%
40,045
+6,482
+19% +$799K
RKT icon
30
Rocket Companies
RKT
$41.3B
$2.54M 0.05%
178,219
-121,681
-41% -$2.21M
HMY icon
31
Harmony Gold Mining
HMY
$9.47B
$2.49M 0.05%
161,787
-4,735,499
-97% -$93.6M
KKR icon
32
KKR & Co
KKR
$90.6B
$2.46M 0.05%
+26,624
New +$2.81M
OWL icon
33
Blue Owl Capital
OWL
$6.55B
$2.18M 0.04%
+239,234
New +$2.89M
BABA icon
34
Alibaba
BABA
$282B
$2.15M 0.04%
17,100
– –
CRH icon
35
CRH
CRH
$69.5B
– –
-59,761
Closed -$7.46M
DNA icon
36
Ginkgo Bioworks
DNA
$588M
– –
-250,282
Closed -$2.08M
H icon
37
Hyatt Hotels
H
$18B
– –
-62,923
Closed -$10.1M
RUN icon
38
Sunrun
RUN
$3.05B
– –
-243,500
Closed -$4.48M
UUUU icon
39
Energy Fuels
UUUU
$3.17B
– –
-96,900
Closed -$1.41M
VRT icon
40
Vertiv
VRT
$117B
– –
-16,300
Closed -$2.64M
PRMB
41
Primo Brands
PRMB
$9.05B
– –
-179,200
Closed -$2.93M
1
2

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