Q2 2026 13F filing
Updated 27 days ago111 disclosed positions worth $159.2M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P PDD PDD HOLDINGS INC | $14.3M | 85.8K | 8.99% | — |
| 2 | ? N/A PAMPA ENERGIA SA | $8.3M | 77.7K | 5.18% | — |
| 3 | ? N/A KASPI KZ JSC | $6.6M | 50.5K | 4.17% | — |
| 4 | C CXMSF CEMEX SA EURO MTN BE 144A | $6.4M | 536.1K | 4.04% | — |
| 5 | ? N/A FOMENTO ECONOMICO MEXICANO S | $6.2M | 48.3K | 3.88% | — |
| 6 | F FLYW FLYWIRE CORPORATION | $6.1M | 350.0K | 3.86% | — |
| 7 | S SREA SEMPRA | $5.4M | 50.1K | 3.38% | — |
| 8 | M MELI MERCADOLIBRE INC | $3.7M | 3.7K | 2.35% | — |
| 9 | ? N/A TRANSPORTADORA DE GAS DEL SU | $3.7M | 124.9K | 2.33% | — |
| 10 | G GRWG GRUPO AEROPORTUNARIO DEL PAC | $3.5M | 13.8K | 2.19% | — |
| 11 | G GFF GRIFFON CORP | $3.4M | 35.0K | 2.14% | — |
| 12 | G GGAL GRUPO FINANCIERO GALICIA S.A | $3.4M | 67.8K | 2.13% | — |
| 13 | T TCMFF TELECOM ARGENTINA SA | $3M | 233.3K | 1.90% | — |
| 14 | P PAR PAR TECHNOLOGY CORP | $2.6M | 150.0K | 1.64% | — |
| 15 | P PRKS UNITED PARKS & RESORTS INC | $2.4M | 50.0K | 1.50% | — |
| 16 | ? N/A BANCO MACRO S A | $2.3M | 24.5K | 1.42% | — |
| 17 | S SHC SOTERA HEALTH CO | $2.2M | 125.0K | 1.39% | — |
| 18 | C CHH CHOICE HOTELS INTL INC | $2.2M | 20.0K | 1.39% | — |
| 19 | F FIVN FIVE9 INC | $2.1M | 100.0K | 1.34% | — |
| 20 | M MU MICRON TECHNOLOGY INC | $2M | 2.3K | 1.26% | — |
| 21 | ? N/A GRUPO AEROPORTUARIO DEL SURE | $2M | 6.5K | 1.25% | — |
| 22 | ? N/A VISTA ENERGY S.A.B. DE C.V. | $2M | 31.1K | 1.25% | — |
| 23 | A ALAB ASTERA LABS INC | $2M | 966 | 1.24% | — |
| 24 | L LRN STRIDE INC | $1.7M | 20.0K | 1.08% | — |
| 25 | Y YMM FULL TRUCK ALLIANCE CO LTD | $1.6M | 202.1K | 1.03% | — |
| 26 | B BVN COMPANIA DE MINAS BUENAVENTU | $1.6M | 53.2K | 0.98% | — |
| 27 | L LOMA LOMA NEGRA C I A S A MTN 14 | $1.5M | 133.1K | 0.96% | — |
| 28 | B BE BLOOM ENERGY CORP | $1.5M | 605 | 0.95% | — |
| 29 | T TDOC TELADOC HEALTH INC | $1.5M | 178.4K | 0.95% | — |
| 30 | G GOOGN ALPHABET INC | $1.4M | 715 | 0.91% | — |
| 31 | N NVDA NVIDIA CORPORATION | $1.4M | 400 | 0.89% | — |
| 32 | C CSR CENTERSPACE | $1.4M | 25.0K | 0.88% | — |
| 33 | ? N/A GRUPO AEROPORTUARIO DEL CENT | $1.4M | 12.4K | 0.88% | — |
| 34 | G GDDY GODADDY INC | $1.4M | 170 | 0.87% | — |
| 35 | A AMZN AMAZON COM INC | $1.4M | 477 | 0.85% | — |
| 36 | A AMAT APPLIED MATLS INC | $1.3M | 1.4K | 0.84% | — |
| 37 | ? N/A XPONENTIAL FITNESS INC | $1.3M | 193.7K | 0.84% | — |
| 38 | M MSFT MICROSOFT CORP | $1.3M | 746 | 0.83% | — |
| 39 | B BSAC BANCO SANTANDER CHILE NEW | $1.3M | 40.0K | 0.83% | — |
| 40 | R RXT RACKSPACE TECHNOLOGY INC | $1.3M | 200.0K | 0.82% | — |
| 41 | F FSLR FIRST SOLAR INC | $1.3M | 472 | 0.82% | — |
| 42 | M META META PLATFORMS INC | $1.3M | 1.1K | 0.81% | — |
| 43 | B BBDO BANCO BRADESCO S A | $1.3M | 366.0K | 0.80% | — |
| 44 | A APH AMPHENOL CORP | $1.3M | 353 | 0.80% | — |
| 45 | L LRCX LAM RESEARCH CORP | $1.3M | 867 | 0.79% | — |
| 46 | M MRVL MARVELL TECHNOLOGY INC | $1.3M | 596 | 0.79% | — |
| 47 | W WDC WESTERN DIGITAL CORP | $1.2M | 1.3K | 0.77% | — |
| 48 | C CIEN CIENA CORP | $1.1M | 981 | 0.69% | — |
| 49 | V VTMX VESTA REAL ESTATE CORP | $1M | 30.4K | 0.66% | — |
| 50 | T TER TERADYNE INC | $1M | 968 | 0.63% | — |