Q2 2026 13F filing
Updated 52 days ago93 disclosed positions worth $401M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | Y YPF YPF SOCIEDAD ANONIMA | $73.3M | 1.61M | 18.27% | Added(+16.9%) |
| 2 | ? N/A GRUPO FINANCIERO GALICIA S.A | $41.6M | 832.4K | 10.39% | Added(+59.9%) |
| 3 | ? N/A BANCO BBVA ARGENTINA S A | $33.4M | 1.70M | 8.33% | Trimmed(-2.1%) |
| 4 | ? N/A PAMPA ENERGIA SA | $30.2M | 368.0K | 7.54% | Added(+11.7%) |
| 5 | Q QQQ INVESCO QQQ TR | $21.9M | 29.8K | 5.47% | Added(+664.1%) |
| 6 | ? N/A KRANESHARES TRUST | $21.9M | 895.8K | 5.47% | Added(+36.5%) |
| 7 | M MSFT MICROSOFT CORP | $21.9M | 58.7K | 5.46% | Added(+1856.7%) |
| 8 | ? N/A BANCO MACRO S A | $15.8M | 171.0K | 3.95% | Trimmed(-0.7%) |
| 9 | S SPY STATE STR SPDR S&P 500 ETF T | $9.9M | 13.2K | 2.46% | Added(+2540.0%) |
| 10 | A AAPL APPLE INC | $7.1M | 24.7K | 1.78% | Added(+325.9%) |
| 11 | G GOOGN ALPHABET INC | $6.4M | 17.9K | 1.60% | Added(+1690.0%) |
| 12 | E ETHA ISHARES INC | $6.1M | 177.8K | 1.53% | Unchanged |
| 13 | ? N/A EMPRESA DIST Y COMERCIAL NOR | $6M | 238.5K | 1.48% | Added(+208.1%) |
| 14 | ? N/A VISTA ENERGY S.A.B. DE C.V. | $5.5M | 86.7K | 1.38% | Added(+18.3%) |
| 15 | ? N/A ISHARES TR | $5.3M | 168.0K | 1.32% | Added(+3.7%) |
| 16 | ? N/A GRUPO SUPERVIELLE S.A. | $5M | 518.7K | 1.25% | Trimmed(-0.3%) |
| 17 | ? N/A TRANSPORTADORA DE GAS DEL SU | $4.3M | 144.3K | 1.07% | Added(+37.7%) |
| 18 | S SPY STATE STR SPDR S&P 500 ETF T | $3.9M | 5.2K | 0.97% | Added(+940.0%) |
| 19 | T TSLA TESLA INC | $3.9M | 9.2K | 0.96% | — |
| 20 | H HODL VANECK ETF TRUST | $3.7M | 5.6K | 0.92% | — |
| 21 | Q QQQ INVESCO QQQ TR | $3.6M | 4.9K | 0.90% | Added(+25.6%) |
| 22 | U UNH UNITEDHEALTH GROUP INC | $3.5M | 8.5K | 0.88% | Trimmed(-1.2%) |
| 23 | ? N/A DIREXION SHARES ETF TRUST | $3.3M | 154.8K | 0.83% | Added(+47.4%) |
| 24 | ? N/A JD.COM INC | $2.8M | 110.0K | 0.70% | Added(+7.8%) |
| 25 | Q QQQ INVESCO QQQ TR | $2.8M | 3.8K | 0.70% | Trimmed(-2.6%) |
| 26 | B BBAAY ALIBABA GROUP HLDG LTD | $2.8M | 29.0K | 0.69% | Added(+11.5%) |
| 27 | ? N/A CENTRAL PUERTO S A | $2.6M | 175.2K | 0.65% | Added(+16.6%) |
| 28 | E ETHA ISHARES TR | $2.6M | 8.5K | 0.64% | Added(+553.9%) |
| 29 | M MELI MERCADOLIBRE INC | $2.4M | 1.4K | 0.59% | Added(+100.0%) |
| 30 | M MSFT MICROSOFT CORP | $2.2M | 6.0K | 0.56% | Added(+100.0%) |
| 31 | ? N/A CRESUD S A C I F Y A | $1.9M | 171.4K | 0.48% | Added(+14.7%) |
| 32 | P PDD PDD HOLDINGS INC | $1.9M | 25.0K | 0.48% | Added(+21.9%) |
| 33 | ? N/A IRSA INVERSIONES Y REP S A | $1.8M | 119.6K | 0.46% | Trimmed(-4.0%) |
| 34 | S SPCX SPACE EXPLORATION TECHN CORP | $1.7M | 10.1K | 0.43% | — |
| 35 | ? N/A CORPORACION AMER ARPTS S A | $1.7M | 66.0K | 0.41% | Trimmed(-10.8%) |
| 36 | ? N/A LOMA NEGRA C I A S A MTN 14 | $1.6M | 138.0K | 0.39% | Added(+9.5%) |
| 37 | A ADBE ADOBE INC | $1.5M | 7.2K | 0.37% | — |
| 38 | ? N/A J P MORGAN EXCHANGE TRADED F | $1.3M | 21.4K | 0.33% | — |
| 39 | B BLBLF BILIBILI INC | $1.2M | 72.0K | 0.31% | Added(+94.6%) |
| 40 | A AMZN AMAZON COM INC | $1.2M | 5.0K | 0.30% | Added(+177.8%) |
| 41 | M MU MICRON TECHNOLOGY INC | $1.2M | 1.0K | 0.29% | — |
| 42 | ? N/A PETROLEO BRASILEIRO S A | $1.1M | 68.9K | 0.28% | Trimmed(-18.9%) |
| 43 | P PFE PFIZER INC | $1.1M | 45.0K | 0.27% | Added(+80.0%) |
| 44 | M MCD MCDONALDS CORP | $1.1M | 4.0K | 0.27% | Added(+110.5%) |
| 45 | S SAPGF SAP SE | $1.1M | 6.9K | 0.27% | — |
| 46 | N NFLX NETFLIX INC. | $1000K | 14.0K | 0.25% | Added(+211.1%) |
| 47 | ? N/A DIREXION SHARES ETF TRUST | $995K | 28.0K | 0.25% | Unchanged |
| 48 | D DIS DISNEY WALT CO | $963K | 10.0K | 0.24% | Added(+1.0%) |
| 49 | N NU NU HLDGS LTD | $949K | 71.0K | 0.24% | Added(+162.0%) |
| 50 | A AGRO ADECOAGRO S A | $926K | 97.0K | 0.23% | Added(+286.4%) |