# EDGAR Filing Document

**Accession Number:** 0001732768
**File Stem:** 0001172661-25-003216
**Filing Date:** 2025-8
**Character Count:** 8792
**Document Hash:** 6b86764c2380b42a921ed8a483c27c9d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-003216.hdr.sgml**: 20250813

**ACCESSION NUMBER**: 0001172661-25-003216

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250813

**DATE AS OF CHANGE**: 20250813

**EFFECTIVENESS DATE**: 20250813

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Lingotto Investment Management LLP
- **CENTRAL INDEX KEY:** 0001732768

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** X0
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18685
- **FILM NUMBER:** 251212961

**BUSINESS ADDRESS:**
- **ADDRESS IS A NON US LOCATION:** YES
- **STREET 1:** 7 SEYMOUR STREET
- **CITY:** LONDON
- **PROVINCE COUNTRY:** X0
- **ZIP:** W1H 7JW
- **BUSINESS PHONE:** 442037819349

**MAIL ADDRESS:**
- **ADDRESS IS A NON US LOCATION:** YES
- **STREET 1:** 7 SEYMOUR STREET
- **CITY:** LONDON
- **PROVINCE COUNTRY:** X0
- **ZIP:** W1H 7JW

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Exor Capital LLP
- **DATE OF NAME CHANGE:** 20210408

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Exor Investments (UK) LLP
- **DATE OF NAME CHANGE:** 20180226

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Lingotto Investment Management LLP<br>**Address:** 7 Seymour Street<br>London, X0 W1H 7JW

**Form 13F File Number:** 028-18685

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Heidi Ha<br>**Title:** COO<br>**Phone:** 4402037819332

**Signature, Place, and Date of Signing:**

/s/ Heidi Ha  London, X0  08-13-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 2

**Form 13F Information Table Entry Total:** 45

**Form 13F Information Table Value Total:** $4704514584

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name                  | Form 13F File Number   |
|:---|:---|:---|
|  | Giovanni Agnelli B.V. |  |
|  | Exor N.V.             |  |

### FORM 13F INFORMATION TABLE

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 4730894 | 26845 | SH |  | SOLE | 1 2 | 26845 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2202875 | 12500 | SH | Call | SOLE | 1 2 | 12500 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 9304330 | 42410 | SH |  | SOLE | 1 2 | 42410 | 0 | 0 |
| API GROUP CORP | COM STK | 00187Y100 |  | 10455040 | 204800 | SH |  | SOLE | 1 2 | 204800 | 0 | 0 |
| AURORA INNOVATION INC | CLASS A COM | 051774107 |  | 18078000 | 3450000 | SH |  | SOLE | 1 2 | 3450000 | 0 | 0 |
| BIOHAVEN LTD | COM | G1110E107 |  | 344143 | 24390 | SH |  | SOLE | 1 2 | 24390 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 3432670 | 16134 | SH |  | SOLE | 1 2 | 16134 | 0 | 0 |
| CARVANA CO | CL A | 146869102 |  | 1268738977 | 3765251 | SH |  | SOLE | 1 2 | 3765251 | 0 | 0 |
| CBRE GROUP INC | CL A | 12504L109 |  | 2289140 | 16337 | SH |  | SOLE | 1 2 | 16337 | 0 | 0 |
| CRH PLC | ORD | G25508105 |  | 5472473 | 59613 | SH |  | SOLE | 1 2 | 59613 | 0 | 0 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 |  | 6903875 | 160967 | SH |  | SOLE | 1 2 | 160967 | 0 | 0 |
| DUOLINGO INC | CL A COM | 26603R106 |  | 10250500 | 25000 | SH |  | SOLE | 1 2 | 25000 | 0 | 0 |
| FIRST MAJESTIC SILVER CORP | COM | 32076V103 |  | 82403074 | 9964096 | SH |  | SOLE | 1 2 | 9964096 | 0 | 0 |
| GINKGO BIOWORKS HOLDINGS INC | CL A NEW | 37611X209 |  | 2815673 | 250282 | SH |  | SOLE | 1 2 | 250282 | 0 | 0 |
| HARMONY GOLD MINING CO LTD | SPONSORED ADR | 413216300 |  | 254383572 | 18209275 | SH |  | SOLE | 1 2 | 18209275 | 0 | 0 |
| HYATT HOTELS CORP | COM CL A | 448579102 |  | 8780773 | 62877 | SH |  | SOLE | 1 2 | 62877 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 41493157 | 76357 | SH |  | SOLE | 1 2 | 76357 | 0 | 0 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 4853750 | 55000 | SH | Call | SOLE | 1 2 | 55000 | 0 | 0 |
| JOBY AVIATION INC | COMMON STOCK | G65163100 |  | 24676239 | 2338980 | SH |  | SOLE | 1 2 | 2338980 | 0 | 0 |
| KKR  CO INC | COM | 48251W104 |  | 5001928 | 37600 | SH |  | SOLE | 1 2 | 37600 | 0 | 0 |
| LIFE TIME GROUP HOLDINGS INC | COMMON STOCK | 53190C102 |  | 4437279 | 146300 | SH |  | SOLE | 1 2 | 146300 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 39241041 | 15014 | SH |  | SOLE | 1 2 | 15014 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 36315407 | 73009 | SH |  | SOLE | 1 2 | 73009 | 0 | 0 |
| MODERNA INC | COM | 60770K107 |  | 10293691 | 373095 | SH |  | SOLE | 1 2 | 373095 | 0 | 0 |
| NOVAGOLD RES INC | COM NEW | 66987E206 |  | 142753082 | 34902954 | SH |  | SOLE | 1 2 | 34902954 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 60614443 | 383660 | SH |  | SOLE | 1 2 | 383660 | 0 | 0 |
| OSCAR HEALTH INC | CL A | 687793109 |  | 3859200 | 180000 | SH |  | SOLE | 1 2 | 180000 | 0 | 0 |
| PARAMOUNT GLOBAL | CLASS B COM | 92556H206 |  | 658428126 | 51040940 | SH |  | SOLE | 1 2 | 51040940 | 0 | 0 |
| PONY AI INC | SPONSORED ADS | 732908108 |  | 31414574 | 2379892 | SH |  | SOLE | 1 2 | 2379892 | 0 | 0 |
| RANGE RES CORP | COM | 75281A109 |  | 291262841 | 7161614 | SH |  | SOLE | 1 2 | 7161614 | 0 | 0 |
| RECURSION PHARMACEUTICALS IN | CL A | 75629V104 |  | 18595890 | 3675077 | SH |  | SOLE | 1 2 | 3675077 | 0 | 0 |
| ROCKET COS INC | COM CL A | 77311W101 |  | 3432978 | 242100 | SH |  | SOLE | 1 2 | 242100 | 0 | 0 |
| SCHLUMBERGER LTD | COM STK | 806857108 |  | 47041826 | 1391770 | SH | Call | SOLE | 1 2 | 1391770 | 0 | 0 |
| SCHLUMBERGER LTD | COM STK | 806857108 |  | 139548201 | 4128645 | SH |  | SOLE | 1 2 | 4128645 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 47398600 | 46104 | SH |  | SOLE | 1 2 | 46104 | 0 | 0 |
| SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 |  | 205267553 | 28430409 | SH |  | SOLE | 1 2 | 28430409 | 0 | 0 |
| SPORTRADAR GROUP AG | CLASS A ORD SHS | H8088L103 |  | 8367278 | 297980 | SH |  | SOLE | 1 2 | 297980 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 46430450 | 205000 | SH |  | SOLE | 1 2 | 205000 | 0 | 0 |
| TEMPUS AI INC | CL A | 88023B103 |  | 49806401 | 783859 | SH |  | SOLE | 1 2 | 783859 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 13964651 | 43961 | SH |  | SOLE | 1 2 | 43961 | 0 | 0 |
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 |  | 471909946 | 28156918 | SH |  | SOLE | 1 2 | 28156918 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 5010210 | 53700 | SH |  | SOLE | 1 2 | 53700 | 0 | 0 |
| VALARIS LTD | CL A | G9460G101 |  | 153949949 | 3655900 | SH |  | SOLE | 1 2 | 3655900 | 0 | 0 |
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 |  | 174090211 | 2575680 | SH |  | SOLE | 1 2 | 2575680 | 0 | 0 |
| VEON LTD | SPONSORED ADS | 91822M502 |  | 274469673 | 5957666 | SH |  | SOLE | 1 2 | 5957666 | 0 | 0 |

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