Ping Capital Management, Inc.
Net buyer this quarter
$401M
60
+$42.6M
54.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 YPF | $73.3M | 18.27% | 0.41% | +16.9% | Q2 2024 |
 GGAL | $41.6M | 10.39% | Not reported | +59.9% | Q2 2024 |
 BBAR | $33.4M | 8.33% | 0.28% | -2.1% | Q2 2024 |
 PAM | $30.2M | 7.54% | 0.03% | +11.7% | Q2 2024 |
 BMA | $15.8M | 3.95% | 0.03% | -0.7% | Q2 2024 |
 EDN | $5.95M | 1.48% | 0.03% | +208.1% | Q2 2024 |
 VIST | $5.53M | 1.38% | 0.09% | +18.3% | Q1 2025 |
 SUPV | $5.01M | 1.25% | Not reported | -0.4% | Q2 2024 |
 TGS | $4.29M | 1.07% | 0.02% | +37.7% | Q2 2024 |
 UNH | $3.53M | 0.88% | 0.00% | -1.2% | Q4 2025 |
 JD | $2.8M | 0.70% | 0.01% | +7.8% | Q2 2024 |
 QQQ | $2.8M | 0.70% | Not reported | -2.6% | Q2 2024 |
 BABA | $2.78M | 0.69% | 0.00% | +11.5% | Q2 2024 |
 CEPU | $2.6M | 0.65% | 0.01% | +16.6% | Q2 2024 |
 MELI | $2.38M | 0.59% | 0.00% | +100.0% | Q4 2025 |
 MSFT | $2.24M | 0.56% | 0.00% | +100.0% | Q2 2024 |
 CRESY | $1.92M | 0.48% | 0.03% | +14.7% | Q2 2024 |
 PDD | $1.91M | 0.48% | 0.00% | +22.0% | Q4 2024 |
 IRS | $1.85M | 0.46% | 0.02% | -4.0% | Q2 2024 |
 CAAP | $1.66M | 0.41% | 0.04% | -10.8% | Q2 2024 |
 LOMA | $1.58M | 0.39% | 0.02% | +9.5% | Q2 2024 |
 ADBE | $1.48M | 0.37% | 0.00% | New | Q2 2026 |
 BILI | $1.23M | 0.31% | Not reported | +94.6% | Q3 2024 |
 AMZN | $1.19M | 0.30% | 0.00% | +177.8% | Q2 2024 |
 PBR | $1.11M | 0.28% | 0.00% | -18.9% | Q2 2024 |
 PFE | $1.08M | 0.27% | 0.00% | +80.0% | Q2 2024 |
 MCD | $1.08M | 0.27% | 0.00% | +110.5% | Q2 2024 |
 SAP | $1.06M | 0.27% | 0.00% | New | Q2 2026 |
 NFLX | $1M | 0.25% | 0.00% | +211.1% | Q1 2026 |
 DIS | $963K | 0.24% | 0.00% | +1.0% | Q2 2024 |
 NU | $949K | 0.24% | Not reported | +162.0% | Q1 2025 |
 AGRO | $926K | 0.23% | 0.07% | +286.5% | Q2 2024 |
 BIDU | $857K | 0.21% | Not reported | +25.0% | Q2 2024 |
 XPEV | $794K | 0.20% | Not reported | +166.7% | Q1 2026 |
 LAR | $786K | 0.20% | 0.06% | -28.6% | Q1 2025 |
 LI | $775K | 0.19% | 0.00% | +37.5% | Q3 2024 |
 CCL | $714K | 0.18% | 0.00% | +66.7% | Q1 2026 |
 ORCL | $659K | 0.16% | 0.00% | New | Q2 2026 |
 TME | $626K | 0.16% | 0.00% | Not reported | Q1 2026 |
 SONY | $602K | 0.15% | 0.00% | New | Q2 2026 |
 VALE | $584K | 0.15% | 0.00% | Not reported | Q2 2024 |
 VIPS | $530K | 0.13% | 0.00% | +21.2% | Q4 2024 |
 GEHC | $512K | 0.13% | 0.00% | Not reported | Q2 2024 |
 SNY | $427K | 0.11% | 0.00% | Not reported | Q3 2025 |
 TM | $421K | 0.11% | 0.00% | New | Q2 2026 |
 SPY | $373K | 0.09% | Not reported | Not reported | Q4 2024 |
 RACE | $372K | 0.09% | 0.00% | -28.6% | Q1 2026 |
 GOOGL | $357K | 0.09% | 0.00% | Not reported | Q3 2024 |
 FMS | $339K | 0.08% | 0.01% | Not reported | Q4 2025 |
 CNH | $337K | 0.08% | 0.00% | Not reported | Q3 2024 |
| Q1 2026 | |||||
| YPF | $63.7M | 18.18% | 0.35% | -29.3% | Q2 2024 |
| PAM | $29.2M | 8.32% | 0.02% | +54.6% | Q2 2024 |
| BBAR | $27.9M | 7.98% | 0.28% | +122.8% | Q2 2024 |
| GGAL | $24.3M | 6.94% | Not reported | +15.5% | Q2 2024 |
| BMA | $13.3M | 3.80% | 0.03% | +44.0% | Q2 2024 |
| VIST | $5.53M | 1.58% | 0.08% | -67.4% | Q1 2025 |
| SUPV | $4.91M | 1.40% | Not reported | +19.9% | Q2 2024 |
| TGS | $3.63M | 1.04% | 0.01% | +2.0% | Q2 2024 |
| BABA | $3.26M | 0.93% | 0.00% | Not reported | Q2 2024 |
| JD | $3.02M | 0.86% | 0.01% | +142.9% | Q2 2024 |
| CEPU | $2.53M | 0.72% | 0.01% | +18.3% | Q2 2024 |
| UNH | $2.33M | 0.66% | 0.00% | +79.2% | Q4 2025 |
| EDN | $2.32M | 0.66% | 0.01% | +47.7% | Q2 2024 |
| QQQ | $2.25M | 0.64% | Not reported | -73.1% | Q2 2024 |
| FXE | $2.1M | 0.60% | 0.45% | Not reported | Q4 2024 |
| PDD | $2.09M | 0.60% | 0.00% | Not reported | Q4 2024 |
| IRS | $2.02M | 0.58% | 0.02% | +28.9% | Q2 2024 |
| CRESY | $1.9M | 0.54% | 0.02% | +10.8% | Q2 2024 |
| CAAP | $1.87M | 0.53% | 0.04% | +59.1% | Q2 2024 |
| PBR | $1.76M | 0.50% | 0.00% | -78.4% | Q2 2024 |
 AAPL | $1.47M | 0.42% | 0.00% | -64.6% | Q2 2024 |
| LOMA | $1.4M | 0.40% | 0.02% | +38.0% | Q2 2024 |
| MELI | $1.21M | 0.35% | 0.00% | +600.0% | Q4 2025 |
| MSFT | $1.11M | 0.32% | 0.00% | +275.0% | Q2 2024 |
| DIS | $954K | 0.27% | 0.00% | +10.0% | Q2 2024 |
| LAR | $888K | 0.25% | 0.08% | +30.4% | Q1 2025 |
 NVDA | $872K | 0.25% | 0.00% | +354.6% | Q3 2024 |
| LI | $856K | 0.24% | 0.00% | +6.7% | Q3 2024 |
| BILI | $835K | 0.24% | Not reported | Not reported | Q3 2024 |
| PFE | $702K | 0.20% | 0.00% | Not reported | Q2 2024 |
| TME | $696K | 0.20% | 0.00% | New | Q1 2026 |
| BIDU | $669K | 0.19% | Not reported | Not reported | Q2 2024 |
| VALE | $617K | 0.18% | 0.00% | +10.5% | Q2 2024 |
| MCD | $591K | 0.17% | 0.00% | +58.3% | Q2 2024 |
| VIPS | $519K | 0.15% | 0.00% | Not reported | Q4 2024 |
| SNY | $482K | 0.14% | 0.00% | +66.7% | Q3 2025 |
| RACE | $474K | 0.14% | 0.00% | New | Q1 2026 |
 ALB | $467K | 0.13% | 0.00% | -80.0% | Q3 2024 |
| NFLX | $433K | 0.12% | 0.00% | New | Q1 2026 |
| NU | $389K | 0.11% | Not reported | +99.3% | Q1 2025 |
| CCL | $388K | 0.11% | 0.00% | New | Q1 2026 |
| XPEV | $385K | 0.11% | Not reported | New | Q1 2026 |
| AGRO | $377K | 0.11% | 0.02% | -79.1% | Q2 2024 |
| AMZN | $375K | 0.11% | 0.00% | -10.0% | Q2 2024 |
 STM | $346K | 0.10% | 0.00% | -41.2% | Q2 2025 |
| FMS | $338K | 0.10% | 0.01% | +50.0% | Q4 2025 |
| CNH | $330K | 0.09% | 0.00% | Not reported | Q3 2024 |
| SPY | $325K | 0.09% | Not reported | -61.5% | Q4 2024 |
| GOOGL | $288K | 0.08% | 0.00% | Not reported | Q3 2024 |
 AAL | $269K | 0.08% | 0.00% | Not reported | Q2 2024 |
| Q4 2025 | |||||
| YPF | $70.5M | 20.26% | 0.50% | -3.4% | Q2 2024 |
| GGAL | $24.3M | 6.99% | Not reported | +10.5% | Q2 2024 |
| PAM | $18.9M | 5.42% | 0.02% | -11.9% | Q2 2024 |
| BBAR | $14.1M | 4.06% | 0.13% | -25.7% | Q2 2024 |
| VIST | $10.9M | 3.15% | 0.24% | +81.5% | Q1 2025 |
| BMA | $10.8M | 3.10% | 0.02% | -2.8% | Q2 2024 |
| QQQ | $8.91M | 2.56% | Not reported | +28.3% | Q2 2024 |
| SUPV | $5.13M | 1.48% | Not reported | +26.0% | Q2 2024 |
| PBR | $4.65M | 1.34% | 0.01% | +46.3% | Q2 2024 |
| AAPL | $4.46M | 1.28% | 0.00% | +22.4% | Q2 2024 |
| TGS | $3.19M | 0.92% | 0.01% | Not reported | Q2 2024 |
| CEPU | $2.22M | 0.64% | 0.01% | -18.1% | Q2 2024 |
| ALB | $1.84M | 0.53% | 0.01% | -19.3% | Q3 2024 |
| CRESY | $1.7M | 0.49% | 0.02% | +8.9% | Q2 2024 |
| IRS | $1.6M | 0.46% | 0.01% | +3.7% | Q2 2024 |
| UNH | $1.58M | 0.46% | 0.00% | New | Q4 2025 |
| EDN | $1.57M | 0.45% | 0.01% | +4.0% | Q2 2024 |
| CAAP | $1.21M | 0.35% | 0.03% | +17.7% | Q2 2024 |
| JD | $1.21M | 0.35% | 0.00% | Not reported | Q2 2024 |
| LOMA | $1.18M | 0.34% | 0.02% | -39.5% | Q2 2024 |
| DIS | $1.02M | 0.29% | 0.00% | +20.0% | Q2 2024 |
| AGRO | $952K | 0.27% | 0.08% | +20.1% | Q2 2024 |
| SPY | $886K | 0.25% | Not reported | Not reported | Q4 2024 |
| LI | $762K | 0.22% | 0.00% | Not reported | Q3 2024 |
| PFE | $623K | 0.18% | 0.00% | +66.7% | Q2 2024 |
| LAR | $569K | 0.16% | 0.06% | Not reported | Q1 2025 |
| AMZN | $462K | 0.13% | 0.00% | +66.7% | Q2 2024 |
| VALE | $457K | 0.13% | 0.00% | -73.6% | Q2 2024 |
| STM | $441K | 0.13% | 0.00% | +70.0% | Q2 2025 |
 EC | $411K | 0.12% | 0.00% | +5.1% | Q2 2024 |
| MSFT | $387K | 0.11% | 0.00% | +33.3% | Q2 2024 |
| MCD | $367K | 0.11% | 0.00% | +20.0% | Q2 2024 |
| SNY | $291K | 0.08% | 0.00% | Not reported | Q3 2025 |
| CNH | $277K | 0.08% | 0.00% | Not reported | Q3 2024 |
 TEO | $240K | 0.07% | Not reported | -46.0% | Q3 2025 |
| DIA | $240K | 0.07% | Not reported | Not reported | Q2 2025 |
| FMS | $238K | 0.07% | 0.00% | New | Q4 2025 |
| NU | $228K | 0.07% | Not reported | Not reported | Q1 2025 |
 ATHM | $223K | 0.06% | 0.00% | Not reported | Q1 2025 |
| NVDA | $205K | 0.06% | 0.00% | Not reported | Q3 2024 |
| MELI | $201K | 0.06% | 0.00% | New | Q4 2025 |
 ALK | $201K | 0.06% | 0.00% | New | Q4 2025 |
 LAC | $109K | 0.03% | 0.01% | Not reported | Q1 2025 |
 BIOX | $72.1K | 0.02% | 0.09% | -3.5% | Q2 2024 |
| Q3 2025 | |||||
| YPF | $49M | 16.65% | 0.51% | +36.1% | Q2 2024 |
| PAM | $14.5M | 4.94% | 0.02% | +217.6% | Q2 2024 |
| GGAL | $11.2M | 3.82% | Not reported | +7.1% | Q2 2024 |
| BBAR | $8.74M | 2.97% | 0.17% | +40.8% | Q2 2024 |
| QQQ | $6.78M | 2.31% | Not reported | -50.0% | Q2 2024 |
| BMA | $5.21M | 1.77% | 0.02% | +1.7% | Q2 2024 |
| VIST | $4.26M | 1.45% | 0.13% | +266.6% | Q1 2025 |
| AAPL | $3.41M | 1.16% | 0.00% | -21.6% | Q2 2024 |
| PBR | $3.39M | 1.15% | 0.00% | +14.0% | Q2 2024 |
| TGS | $2.16M | 0.73% | 0.01% | +75.6% | Q2 2024 |
| SUPV | $1.71M | 0.58% | Not reported | +86.9% | Q2 2024 |
| VALE | $1.44M | 0.49% | 0.00% | +10.9% | Q2 2024 |
| ALB | $1.31M | 0.44% | 0.01% | -1.8% | Q3 2024 |
| CEPU | $1.24M | 0.42% | 0.01% | +30.3% | Q2 2024 |
| LOMA | $1.11M | 0.38% | 0.03% | +8.6% | Q2 2024 |
| CRESY | $1.11M | 0.38% | 0.02% | -24.9% | Q2 2024 |
| IRS | $1.1M | 0.38% | 0.01% | +8.1% | Q2 2024 |
| DIS | $859K | 0.29% | 0.00% | +7.1% | Q2 2024 |
| EDN | $784K | 0.27% | 0.01% | +83.9% | Q2 2024 |
| AGRO | $784K | 0.27% | 0.10% | +3.1% | Q2 2024 |
| CAAP | $716K | 0.24% | 0.02% | +16.2% | Q2 2024 |
| PFE | $382K | 0.13% | 0.00% | Not reported | Q2 2024 |
| EC | $359K | 0.12% | 0.00% | Not reported | Q2 2024 |
| LAR | $341K | 0.12% | 0.06% | -15.7% | Q1 2025 |
 AMD | $324K | 0.11% | 0.00% | Not reported | Q2 2024 |
| MSFT | $311K | 0.11% | 0.00% | +20.0% | Q2 2024 |
| MCD | $304K | 0.10% | 0.00% | -61.5% | Q2 2024 |
 DAL | $284K | 0.10% | 0.00% | Not reported | Q2 2025 |
| SNY | $283K | 0.10% | 0.00% | New | Q3 2025 |
| STM | $283K | 0.10% | 0.00% | Not reported | Q2 2025 |
| TEO | $278K | 0.09% | Not reported | New | Q3 2025 |
| AMZN | $263K | 0.09% | 0.00% | +20.0% | Q2 2024 |
| DIA | $232K | 0.08% | Not reported | Not reported | Q2 2025 |
| AAL | $225K | 0.08% | 0.00% | Not reported | Q2 2024 |
| BIOX | $80.4K | 0.03% | 0.09% | Not reported | Q2 2024 |