Exor Capital LLP
- SEC CIK
- 0001732768
- Latest filing
- Jul 29, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 13, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 46
- −4 vs. Q2 2024
- Portfolio value
- $3.47B
- +$491.6M (+16.5%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 3,929,935 | $684.2M | 19.7% | +153,188+4.1% | Added | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 26,503,526 | $477.6M | 13.8% | +40,926+0.2% | Added | History |
| Paramount Global92556H206 | CL B | 43,159,720 | $458.4M | 13.2% | +13,222,713+44.2% | Added | – |
| HMYHarmony Gold Mining Co Ltd | ADR | 20,892,214 | $212.5M | 6.1% | −1,089,397−5.0% | Reduced | History |
| RRCRange Resources Corp | COM | 6,698,796 | $206.1M | 5.9% | +247,070+3.8% | Added | History |
| VALValaris Ltd | CL A | 3,549,787 | $197.9M | 5.7% | +509,177+16.7% | Added | History |
| VEONVEON Ltd. | SPONSORED ADS | 5,580,724 | $169.8M | 4.9% | +193,142+3.6% | Added | History |
| SLBSLB Limited | Stock | 3,759,808 | $157.7M | 4.5% | +893,768+31.2% | Added | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 2,408,678 | $117.6M | 3.4% | −531,694−18.1% | Reduced | – |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 27,511,819 | $113.1M | 3.3% | +4,710,428+20.7% | Added | History |
| NGNovagold Resources Inc | COM NEW | 20,199,418 | $82.8M | 2.4% | +771,157+4.0% | Added | History |
| NVDANVIDIA Corp | Stock | 578,660 | $70.3M | 2.0% | 00.0% | Unchanged | History |
| GATOGatos Silver, Inc. | COM | 3,626,901 | $54.7M | 1.6% | +123,232+3.5% | Added | History |
| TEMTempus AI, Inc. | CL A | 933,859 | $52.9M | 1.5% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 105,090 | $45.2M | 1.3% | +2,530+2.5% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 76,357 | $37.5M | 1.1% | +20,000+35.5% | Added | History |
| NOWServiceNow, Inc. | Stock | 36,104 | $32.3M | 0.9% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 185,000 | $32.1M | 0.9% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 15,014 | $30.8M | 0.9% | 00.0% | Unchanged | History |
| MRNAModerna, Inc. | Stock | 373,095 | $24.9M | 0.7% | +25,000+7.2% | Added | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 3,675,077 | $24.2M | 0.7% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 88,961 | $23.3M | 0.7% | +13,500+17.9% | Added | History |
| PCORProcore Technologies, Inc. | COM | 325,000 | $20.1M | 0.6% | +75,000+30.0% | Added | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 2,338,980 | $11.8M | 0.3% | 00.0% | Unchanged | History |
| CPCanadian Pacific Kansas City Ltd | COM | 131,776 | $11.3M | 0.3% | +168+0.1% | Added | History |
| FNFFidelity National Financial, Inc. | COM SHS | 156,604 | $9.72M | 0.3% | +156,604 | New | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 234,000 | $9.32M | 0.3% | 00.0% | Unchanged | – |
| VRTVertiv Holdings Co | COM CL A | 93,000 | $9.25M | 0.3% | +93,000 | New | History |
| VVisa Inc. | Stock | 32,390 | $8.91M | 0.3% | +42+0.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 50,000 | $8.63M | 0.2% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
| AMZNAmazon Com Inc | Stock | 42,410 | $7.90M | 0.2% | +17,110+67.6% | Added | History |
| CBRECbre Group, Inc. | CL A | 63,017 | $7.84M | 0.2% | −31,048−33.0% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 100,113 | $7.52M | 0.2% | +21,517+27.4% | Added | History |
| GTXGarrett Motion Inc. | Stock | 800,000 | $6.54M | 0.2% | 00.0% | Unchanged | History |
| LNTHLantheus Holdings, Inc. | Stock | 55,274 | $6.07M | 0.2% | +55,274 | New | History |
| EWEdwards Lifesciences Corp | Stock | 78,938 | $5.21M | 0.2% | +78,938 | New | History |
| GOOGLAlphabet Inc. | Stock | 29,919 | $4.96M | 0.1% | +3,322+12.5% | Added | History |
| HHyatt Hotels Corp | COM CL A | 31,866 | $4.85M | 0.1% | +44+0.1% | Added | History |
| ENPHEnphase Energy, Inc. | Stock | 39,918 | $4.51M | 0.1% | 00.0% | Unchanged | History |
| LNGCheniere Energy, Inc. | COM NEW | 22,936 | $4.12M | 0.1% | +22,936 | New | History |
| PODDInsulet Corp | Stock | 15,937 | $3.71M | 0.1% | −132−0.8% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 13,700 | $3.42M | 0.1% | −10,000−42.2% | Reduced | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 100,000 | $3.40M | 0.1% | 00.0% | Unchanged | – |
| DNAGinkgo Bioworks Holdings, Inc. | CL A NEW | 250,282 | $2.04M | 0.1% | 00.0% | UnchangedConverted for a 1-for-40 split | History |
| SKILSkillsoft Corp. | CL A | 57,768 | $895.4K | <0.1% | 00.0% | Unchanged | History |
| DMDesktop Metal, Inc. | COM CL A | 82,817 | $386.8K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2024 (9)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| SNSharkNinja, Inc. | COM SHS | 112,000 | $8.42M | 0.3% | History |
| INDVIndivior Pharmaceuticals, Inc. | ORD | 474,000 | $7.43M | 0.2% | History |
| MCOMoodys Corp | Stock | 17,453 | $7.35M | 0.2% | History |
| MARMarriott International Inc | Stock | 28,713 | $6.94M | 0.2% | History |
| CRMSalesforce, Inc. | Stock | 13,000 | $3.34M | 0.1% | History |
| TMOThermo Fisher Scientific Inc. | Stock | 5,345 | $2.96M | 0.1% | History |
| MRVLMarvell Technology, Inc. | COM | 30,000 | $2.10M | 0.1% | History |
| VRSNVerisign Inc | COM | 6,929 | $1.23M | <0.1% | History |
| WSCWillScot Holdings Corp | COM CL A | 13,616 | $512.5K | <0.1% | History |