We are live on ! Find out more
LIM

Lingotto Investment Management Portfolio holdings

AUM $4.67B
1-Year Est. Return 70.24%
This Fund
S&P 500
This Quarter Est. Return
+7.91%
1 Year Est. Return
+70.24%
3 Year Est. Return
+388.43%
5 Year Est. Return
+789.59%
10 Year Est. Return
–
AUM
$3.73B
AUM Growth
+$259M
Cap. Flow
+$96.3M
Cap. Flow %
2.58%
Top 10 Hldgs %
81.48%
Holding
58
New
12
Increased
17
Reduced
5
Closed
5

Top Buys

Rank Stock Value
1
PARA
Paramount Global Class B
PARA
+$17.1M
2
PONY
Pony AI Inc
PONY
+$16M
3
CVNA icon
Carvana
CVNA
+$12.9M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$12.5M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$10.1M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$15.9M
2
V icon
Visa
V
+$8.91M
3
TEM
Tempus AI
TEM
+$7.42M
4
MSFT icon
Microsoft
MSFT
+$6.2M
5
EW icon
Edwards Lifesciences
EW
+$5.21M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 24.07%
2 Healthcare 19.38%
3 Communication Services 18.73%
4 Energy 15.21%
5 Materials 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
26
Broadcom
AVGO
$1.97T
$11.6M 0.31%
50,000
– –
CP icon
27
Canadian Pacific Kansas City
CP
$80.7B
$10M 0.27%
138,479
+6,703
+5% +$516K
TLT icon
28
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$9.61M 0.26%
+110,000
New +$10.1M
KRE icon
29
State Street SPDR S&P Regional Banking ETF
KRE
$4.62B
$9.6M 0.26%
+159,000
New +$9.86M
AMZN icon
30
Amazon
AMZN
$2.94T
$9.3M 0.25%
42,410
– –
FNF icon
31
Fidelity National Financial
FNF
$12.9B
$8.84M 0.24%
157,462
+858
+0.5% +$51.7K
WMT icon
32
Walmart Inc
WMT
$896B
$8.31M 0.22%
+92,000
New +$7.98M
LNTH icon
33
Lantheus
LNTH
$6.58B
$7.98M 0.21%
89,232
+33,958
+61% +$3.31M
GDX icon
34
VanEck Gold Miners ETF
GDX
$27.4B
$7.93M 0.21%
234,000
– –
BN icon
35
Brookfield
BN
$110B
$7.82M 0.21%
+204,156
New +$7.69M
UBER icon
36
Uber
UBER
$160B
$7.31M 0.2%
121,113
+21,000
+21% +$1.5M
GTX icon
37
Garrett Motion
GTX
$5.45B
$7.22M 0.19%
800,000
– –
LNG icon
38
Cheniere Energy
LNG
$55.2B
$6.97M 0.19%
32,443
+9,507
+41% +$1.93M
CBRE icon
39
CBRE Group
CBRE
$42.8B
$6.85M 0.18%
52,212
-10,805
-17% -$1.41M
VRT icon
40
Vertiv
VRT
$107B
$6.82M 0.18%
60,000
-33,000
-35% -$3.92M
H icon
41
Hyatt Hotels
H
$16.3B
$5.53M 0.15%
35,221
+3,355
+11% +$521K
CRH icon
42
CRH
CRH
$67.4B
$5.52M 0.15%
+59,613
New +$5.74M
APG icon
43
APi Group
APG
$18.5B
$4.6M 0.12%
+192,000
New +$4.57M
UNH icon
44
UnitedHealth
UNH
$366B
$3.6M 0.1%
+7,110
New +$4.04M
KWEB icon
45
KraneShares CSI China Internet ETF
KWEB
$5.57B
$2.92M 0.08%
100,000
– –
DKNG icon
46
DraftKings
DKNG
$12.5B
$2.81M 0.08%
+75,600
New +$3M
SRAD icon
47
Sportradar
SRAD
$3.91B
$2.63M 0.07%
+151,669
New +$2.29M
OSCR icon
48
Oscar Health
OSCR
$8.56B
$2.54M 0.07%
+189,200
New +$3.05M
DNA icon
49
Ginkgo Bioworks
DNA
$506M
$2.46M 0.07%
250,282
– –
FSLR icon
50
First Solar
FSLR
$25.8B
$2.41M 0.06%
13,700
– –
1
2
3

Similar funds

MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
EI
EFG International Zurich $4.67B AUM
ASC
Atalanta Sosnoff Capital New York $4.66B AUM 41.34% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
VCM
Voleon Capital Management Berkeley, California $4.64B AUM 38.78% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Lingotto Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, Lingotto Investment Management held 58 positions worth $3.73B, up 7.5% from $3.47B the previous quarter. Its ten largest holdings account for 81% of the portfolio.

Lingotto Investment Management's Q4 2024 filing shows 12 new, 17 increased, 5 reduced and 5 closed positions. Its largest new stake was Pony AI Inc: 1,200,000 shares worth $17.2M. The largest sale was NVIDIA, an estimated $15.9M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 24% of assets, up from 22% a quarter earlier, followed by Healthcare and Communication Services.

  • Lingotto Investment Management's largest Q4 2024 buy was Pony AI Inc: 1,200,000 shares worth $17.2M.
  • Lingotto Investment Management added most to Paramount Global Class B in Q4 2024, an estimated $17.1M increase.
  • Lingotto Investment Management's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $15.9M.
  • Lingotto Investment Management fully exited Visa in Q4 2024, selling an estimated $8.91M.
  • Lingotto Investment Management's ten largest holdings make up 81% of its $3.73B portfolio in Q4 2024.
  • Lingotto Investment Management opened 12 new positions and closed 5 in Q4 2024.
  • Lingotto Investment Management's portfolio value rose 7.5% quarter-over-quarter to $3.73B.

Based on Lingotto Investment Management's 13F filing for Q4 2024, filed 4 Feb 2025.