Exor Capital LLP
- SEC CIK
- 0001732768
- Latest filing
- Jul 29, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 12, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 50
- +3 vs. Q1 2024
- Portfolio value
- $2.98B
- +$588.5M (+24.6%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 3,776,747 | $486.1M | 16.3% | +52,833+1.4% | Added | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 26,462,600 | $430.0M | 14.4% | +38,065+0.1% | Added | History |
| Paramount Global92556H206 | CL B | 29,937,007 | $311.0M | 10.5% | +25,829,185+628.8% | Added | – |
| VALValaris Ltd | CL A | 3,040,610 | $226.5M | 7.6% | +36,870+1.2% | Added | History |
| RRCRange Resources Corp | COM | 6,451,726 | $216.3M | 7.3% | +93,782+1.5% | Added | History |
| HMYHarmony Gold Mining Co Ltd | ADR | 21,981,611 | $201.6M | 6.8% | −1,190,436−5.1% | Reduced | History |
| VEONVEON Ltd. | SPONSORED ADS | 5,387,582 | $139.8M | 4.7% | +53,807+1.0% | Added | History |
| SLBSLB Limited | Stock | 2,866,040 | $135.2M | 4.5% | +46,202+1.6% | Added | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 2,940,372 | $123.8M | 4.2% | −71,841−2.4% | Reduced | – |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 22,801,391 | $99.2M | 3.3% | +416,399+1.9% | Added | History |
| NVDANVIDIA Corp | Stock | 578,660 | $71.5M | 2.4% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
| NGNovagold Resources Inc | COM NEW | 19,428,261 | $67.2M | 2.3% | +1,790,528+10.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 102,560 | $45.8M | 1.5% | +12,034+13.3% | Added | History |
| MRNAModerna, Inc. | Stock | 348,095 | $41.3M | 1.4% | +45,000+14.8% | Added | History |
| GATOGatos Silver, Inc. | COM | 3,503,669 | $36.6M | 1.2% | +54,222+1.6% | Added | History |
| TEMTempus AI, Inc. | CL A | 933,859 | $32.7M | 1.1% | +933,859 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 185,000 | $32.2M | 1.1% | +50,000+37.0% | Added | History |
| NOWServiceNow, Inc. | Stock | 36,104 | $28.4M | 1.0% | 00.0% | Unchanged | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 3,675,077 | $27.6M | 0.9% | +1,500,000+69.0% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 56,357 | $25.1M | 0.8% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 15,014 | $24.7M | 0.8% | 00.0% | Unchanged | History |
| PCORProcore Technologies, Inc. | COM | 250,000 | $16.6M | 0.6% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 75,461 | $14.9M | 0.5% | +35,000+86.5% | Added | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 2,338,980 | $11.9M | 0.4% | 00.0% | Unchanged | History |
| CPCanadian Pacific Kansas City Ltd | COM | 131,608 | $10.4M | 0.3% | +32,315+32.5% | Added | History |
| VVisa Inc. | Stock | 32,348 | $8.49M | 0.3% | +3,253+11.2% | Added | History |
| SNSharkNinja, Inc. | COM SHS | 112,000 | $8.42M | 0.3% | −56,000−33.3% | Reduced | History |
| CBRECbre Group, Inc. | CL A | 94,065 | $8.38M | 0.3% | +33,831+56.2% | Added | History |
| AVGOBroadcom Inc. | Stock | 5,000 | $8.03M | 0.3% | +1,400+38.9% | Added | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 234,000 | $7.94M | 0.3% | +10,000+4.5% | Added | – |
| INDVIndivior Pharmaceuticals, Inc. | ORD | 474,000 | $7.43M | 0.2% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 17,453 | $7.35M | 0.2% | +5,522+46.3% | Added | History |
| MARMarriott International Inc | Stock | 28,713 | $6.94M | 0.2% | +2,515+9.6% | Added | History |
| GTXGarrett Motion Inc. | Stock | 800,000 | $6.87M | 0.2% | +800,000 | New | History |
| UBERUber Technologies, Inc | Stock | 78,596 | $5.71M | 0.2% | +78,596 | New | History |
| FSLRFirst Solar, Inc. | Stock | 23,700 | $5.34M | 0.2% | +23,700 | New | History |
| AMZNAmazon Com Inc | Stock | 25,300 | $4.89M | 0.2% | +25,300 | New | History |
| GOOGLAlphabet Inc. | Stock | 26,597 | $4.84M | 0.2% | −37,189−58.3% | Reduced | History |
| HHyatt Hotels Corp | COM CL A | 31,822 | $4.83M | 0.2% | +9,483+42.5% | Added | History |
| ENPHEnphase Energy, Inc. | Stock | 39,918 | $3.98M | 0.1% | 00.0% | Unchanged | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 10,011,301 | $3.35M | 0.1% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 13,000 | $3.34M | 0.1% | +13,000 | New | History |
| PODDInsulet Corp | Stock | 16,069 | $3.24M | 0.1% | +16,069 | New | History |
| TMOThermo Fisher Scientific Inc. | Stock | 5,345 | $2.96M | 0.1% | +5,345 | New | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 100,000 | $2.70M | 0.1% | −91,000−47.6% | Reduced | – |
| MRVLMarvell Technology, Inc. | COM | 30,000 | $2.10M | 0.1% | +30,000 | New | History |
| VRSNVerisign Inc | COM | 6,929 | $1.23M | <0.1% | −11,937−63.3% | Reduced | History |
| SKILSkillsoft Corp. | CL A | 57,768 | $798.9K | <0.1% | 00.0% | Unchanged | History |
| WSCWillScot Holdings Corp | COM CL A | 13,616 | $512.5K | <0.1% | +13,616 | New | History |
| DMDesktop Metal, Inc. | COM CL A | 82,817 | $342.0K | <0.1% | 00.0% | UnchangedConverted for a 1-for-10 split | History |
Sold out since Q1 2024 (7)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 22,500 | $9.99M | 0.4% | – |
| CPRTCopart Inc | COM | 109,047 | $6.32M | 0.3% | History |
| LINLinde PLC | Stock | 11,865 | $5.51M | 0.2% | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 39,000 | $5.42M | 0.2% | History |
| CCJCameco Corp | Stock | 118,000 | $5.11M | 0.2% | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 39,009 | $4.36M | 0.2% | History |
| FATHFathom Digital Manufacturing Corp | CL A | 50,000 | $230.5K | <0.1% | History |