Exor Capital LLP
- SEC CIK
- 0001732768
- Latest filing
- Jul 29, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 33
- +13 vs. Q1 2023
- Portfolio value
- $1.55B
- +$151.4M (+10.8%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RRCRange Resources Corp | COM | 6,963,163 | $204.7M | 13.2% | 00.0% | Unchanged | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 24,213,261 | $182.3M | 11.8% | +7,121,351+41.7% | Added | History |
| SLBSLB Limited | Stock | 2,774,438 | $137.0M | 8.9% | +111,000+4.2% | Added | History |
| CVNACarvana Co. | CL A | 5,184,485 | $134.4M | 8.7% | 00.0% | Unchanged | History |
| VALValaris Ltd | CL A | 2,005,575 | $126.2M | 8.2% | +155,737+8.4% | Added | History |
| WFRDWeatherford International plc | ORD SHS | 1,757,643 | $116.7M | 7.5% | −534,447−23.3% | Reduced | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 3,136,213 | $111.8M | 7.2% | 00.0% | Unchanged | – |
| VEONVEON Ltd. | SPONSORED ADS | 5,305,774 | $108.5M | 7.0% | −79,566−1.5% | Reduced | History |
| HMYHarmony Gold Mining Co Ltd | ADR | 24,792,004 | $104.1M | 6.7% | −4,952,384−16.6% | Reduced | History |
| NGNovagold Resources Inc | COM NEW | 15,702,926 | $62.7M | 4.0% | 00.0% | Unchanged | History |
| CCJCameco Corp | Stock | 1,688,677 | $52.9M | 3.4% | −2,942,669−63.5% | Reduced | History |
| NVDANVIDIA Corp | Stock | 50,366 | $21.3M | 1.4% | +50,366 | New | History |
| NOWServiceNow, Inc. | Stock | 30,104 | $16.9M | 1.1% | +30,104 | New | History |
| MSFTMicrosoft Corp | Stock | 48,526 | $16.5M | 1.1% | +48,526 | New | History |
| MRNAModerna, Inc. | Stock | 133,095 | $16.2M | 1.0% | +133,095 | New | History |
| NXENexGen Energy Ltd. | COM | 2,958,763 | $14.0M | 0.9% | +2,198,763+289.3% | Added | History |
| GATOGatos Silver, Inc. | COM | 3,449,447 | $13.0M | 0.8% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 10,614 | $12.6M | 0.8% | +10,614 | New | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 6,311,301 | $11.7M | 0.8% | +6,311,301 | New | History |
| ISRGIntuitive Surgical Inc | COM NEW | 32,857 | $11.2M | 0.7% | +32,857 | New | History |
| Paramount Global92556H206 | CL B | 686,000 | $10.9M | 0.7% | 00.0% | Unchanged | – |
| TSLATesla, Inc. | Stock | 40,461 | $10.6M | 0.7% | +40,461 | New | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 908,980 | $9.33M | 0.6% | +908,980 | New | History |
| CGCarlyle Group Inc. | COM | 222,000 | $7.09M | 0.5% | −10,000−4.3% | Reduced | History |
| ENPHEnphase Energy, Inc. | Stock | 39,918 | $6.69M | 0.4% | +39,918 | New | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 775,077 | $5.79M | 0.4% | +775,077 | New | History |
| SESea Ltd | SPONSORD ADS | 96,985 | $5.63M | 0.4% | +96,985 | New | History |
| UBSUBS Group AG | Stock | 217,000 | $4.39M | 0.3% | +217,000 | New | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 159,000 | $4.28M | 0.3% | +14,000+9.7% | Added | – |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 191,948 | $4.01M | 0.3% | 00.0% | Unchanged | – |
| DMDesktop Metal, Inc. | COM CL A | 1,228,177 | $2.17M | 0.1% | 00.0% | Unchanged | History |
| SKILSkillsoft Corp. | CL A | 1,155,361 | $1.43M | 0.1% | 00.0% | Unchanged | History |
| FATHFathom Digital Manufacturing Corp | CL A COM | 1,000,000 | $406.0K | <0.1% | 00.0% | Unchanged | History |