LIM

Lingotto Investment Management Portfolio holdings

AUM $4.65B
1-Year Est. Return 64.67%
This Quarter Est. Return
1 Year Est. Return
+64.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.73B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$16.7M
3
+$15.2M
4
CVNA icon
Carvana
CVNA
+$11.6M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.61M

Top Sells

1
+$15.4M
2
+$8.91M
3
+$6.14M
4
EW icon
Edwards Lifesciences
EW
+$5.21M
5
TEM
Tempus AI
TEM
+$5.06M

Sector Composition

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
1
$811M 21.75%
3,987,150
+57,215
2
$599M 16.08%
27,192,388
+688,862
3
$468M 12.56%
44,753,299
+1,593,579
4
$247M 6.63%
6,864,038
+165,242
5
$230M 6.18%
5,740,438
+159,714
6
$172M 4.6%
20,892,214
7
$161M 4.32%
3,637,207
+87,420
8
$152M 4.08%
3,965,064
+205,256
9
$106M 2.83%
2,468,267
+59,589
10
$91.7M 2.46%
27,798,014
+286,195
11
$69.6M 1.87%
20,902,054
+702,636
12
$62.3M 1.67%
463,660
-115,000
13
$52.1M 1.4%
3,727,305
+100,404
14
$39.9M 1.07%
76,357
15
$38.3M 1.03%
36,104
16
$38.2M 1.02%
90,526
-14,564
17
$36.5M 0.98%
185,000
18
$35.9M 0.96%
88,961
19
$26.5M 0.71%
783,859
-150,000
20
$25.5M 0.68%
15,014
21
$24.8M 0.67%
3,675,077
22
$24.4M 0.65%
325,000
23
$19M 0.51%
2,338,980
24
$17.2M 0.46%
+1,200,000
25
$15.5M 0.42%
373,095
1
2 3