ABS Investment Management LLC

13F filer · CIK 0001660708

Reported Aug 14, 2026

13F portfolio value$159MU.S. long equity reported on 13F

Positions111Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight40.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026111 positions
PDDPDD Holdings Inc.	$14.3M	8.99%	0.00%	New	Q2 2026
PAMPampa Energy Inc.	$8.25M	5.18%	0.01%	New	Q2 2026
KSPIJoint Stock Co Kaspi.kz	$6.64M	4.17%	0.03%	New	Q2 2026
CXCemex Sab de CV	$6.43M	4.04%	0.00%	New	Q2 2026
FMXMexican Economic Development Inc	$6.17M	3.88%	Not reported	New	Q2 2026
FLYWFlywire Corp	$6.15M	3.86%	0.29%	New	Q2 2026
SRESempra	$5.38M	3.38%	0.01%	New	Q2 2026
MELIMercadolibre Inc	$3.73M	2.35%	0.01%	New	Q2 2026
TGSGas Transporter of the South Inc	$3.71M	2.33%	0.02%	New	Q2 2026
PACPacific Airport Group	$3.49M	2.19%	Not reported	New	Q2 2026
GFFGriffon Corp	$3.41M	2.14%	0.08%	New	Q2 2026
GGALGrupo Financiero Galicia SA	$3.39M	2.13%	Not reported	New	Q2 2026
TEOTelecom Argentina SA	$3.03M	1.90%	Not reported	New	Q2 2026
PARPar Technology Corp	$2.61M	1.64%	0.36%	New	Q2 2026
PRKSUnited Parks & Resorts Inc.	$2.39M	1.50%	0.11%	New	Q2 2026
BMAMacro Bank Inc.	$2.27M	1.42%	0.00%	New	Q2 2026
SHCSotera Health Co	$2.22M	1.39%	0.04%	New	Q2 2026
CHHChoice Hotels International Inc	$2.21M	1.39%	0.04%	New	Q2 2026
FIVNFive9, Inc.	$2.13M	1.34%	0.13%	New	Q2 2026
MUMicron Technology Inc	$2.01M	1.26%	0.00%	New	Q2 2026
ASRSoutheast Airport Group	$1.99M	1.25%	0.00%	New	Q2 2026
VISTVista Energy, S.A.B. de C.V.	$1.98M	1.25%	0.03%	New	Q2 2026
ALABAstera Labs, Inc.	$1.98M	1.24%	0.00%	New	Q2 2026
LRNStride, Inc.	$1.72M	1.08%	0.05%	New	Q2 2026
YMMFull Truck Alliance Co. Ltd.	$1.64M	1.03%	Not reported	New	Q2 2026
BVNBuenaventura Mining Co Inc	$1.56M	0.98%	0.02%	New	Q2 2026
LOMALoma Negra Compania Industrial Argentina Sociedad Anonima	$1.52M	0.96%	0.02%	New	Q2 2026
BEBloom Energy Corp	$1.51M	0.95%	0.00%	New	Q2 2026
TDOCTeladoc Health, Inc.	$1.51M	0.95%	0.10%	New	Q2 2026
GOOGLAlphabet Inc.	$1.44M	0.91%	0.00%	New	Q2 2026
NVDANvidia Corp	$1.42M	0.89%	0.00%	New	Q2 2026
CSRCenterspace	$1.4M	0.88%	0.15%	New	Q2 2026
OMABCentral North Airport Group	$1.4M	0.88%	Not reported	New	Q2 2026
GDDYGoDaddy Inc.	$1.38M	0.87%	0.00%	New	Q2 2026
AMZNAmazon Com Inc	$1.36M	0.85%	0.00%	New	Q2 2026
AMATApplied Materials Inc	$1.34M	0.84%	0.00%	New	Q2 2026
XPOFXponential Fitness, Inc.	$1.34M	0.84%	Not reported	New	Q2 2026
MSFTMicrosoft Corp	$1.33M	0.83%	0.00%	New	Q2 2026
BSACBanco Santander Chile	$1.32M	0.83%	0.00%	New	Q2 2026
RXTRackspace Technology, Inc.	$1.31M	0.82%	0.08%	New	Q2 2026
FSLRFirst Solar, Inc.	$1.3M	0.82%	0.00%	New	Q2 2026
METAMeta Platforms, Inc.	$1.28M	0.81%	Not reported	New	Q2 2026
BBDBank Bradesco	$1.27M	0.80%	0.01%	New	Q2 2026
APHAmphenol Corp	$1.27M	0.80%	0.00%	New	Q2 2026
LRCXLam Research Corp	$1.26M	0.79%	0.00%	New	Q2 2026
MRVLMarvell Technology, Inc.	$1.25M	0.79%	0.00%	New	Q2 2026
WDCWestern Digital Corp	$1.23M	0.77%	0.00%	New	Q2 2026
CIENCiena Corp	$1.1M	0.69%	0.00%	New	Q2 2026
VTMXVesta Real Estate Corporation, S.A.B. de C.V.	$1.04M	0.66%	0.00%	New	Q2 2026
TERTeradyne, Inc	$1.01M	0.63%	0.00%	New	Q2 2026

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