Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GRUPO FINANCIERO GALICIA S.A(GGAL) | 520,500 | 832,400 | +311,900 | 24,313 | 41,645 | 13.52% | +17,332 |
| YPF SOCIEDAD ANONIMA(YPF) | 1,378,200 | 1,611,500 | +233,300 | 63,700 | 73,275 | 23.78% | +9,575 |
| BANCO BBVA ARGENTINA S A | 1,739,600 | 1,703,800 | -35,800 | 27,938 | 33,412 | 10.85% | +5,474 |
| EMPRESA DIST Y COMERCIAL NOR(EDN) | 77,400 | 238,500 | +161,100 | 2,324 | 5,953 | 1.93% | +3,629 |
| KRANESHARES TRUST | 656,300 | 895,800 | +239,500 | 18,659 | 21,920 | 7.12% | +3,262 |
| BANCO MACRO S A(BMA) | 172,204 | 171,004 | -1,200 | 13,323 | 15,833 | 5.14% | +2,510 |
| ADOBE INC(ADBE) | 0 | 7,200 | +7,200 | 0 | 1,476 | 0.48% | +1,476 |
| J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM | 0 | 21,400 | +21,400 | 0 | 1,315 | 0.43% | +1,315 |
| UNITEDHEALTH GROUP INC(UNH) | 8,600 | 8,500 | -100 | 2,327 | 3,533 | 1.15% | +1,206 |
| MERCADOLIBRE INC(MELI) | 700 | 1,400 | +700 | 1,210 | 2,376 | 0.77% | +1,166 |
| MICROSOFT CORP(MSFT) | 3,000 | 6,000 | +3,000 | 1,111 | 2,238 | 0.73% | +1,128 |
| SAP SE(SAP) | 0 | 6,900 | +6,900 | 0 | 1,063 | 0.35% | +1,063 |
| PAMPA ENERGIA SA(PAM) | 329,500 | 368,000 | +38,500 | 29,161 | 30,224 | 9.81% | +1,063 |
| AMAZON COM INC(AMZN) | 1,800 | 5,000 | +3,200 | 375 | 1,192 | 0.39% | +817 |
| CARNIVAL CORP LTD COMMON SHARES | 0 | 25,000 | +25,000 | 0 | 714 | 0.23% | +714 |
| TRANSPORTADORA DE GAS DEL SU(TGS) | 104,800 | 144,300 | +39,500 | 3,627 | 4,290 | 1.39% | +663 |
| ORACLE CORP(ORCL) | 0 | 4,500 | +4,500 | 0 | 659 | 0.21% | +659 |
| SONY GROUP CORP(SONY) | 0 | 30,000 | +30,000 | 0 | 602 | 0.20% | +602 |
| NETFLIX INC.(NFLX) | 4,500 | 14,000 | +9,500 | 433 | 1,000 | 0.32% | +567 |
| NU HLDGS LTD(NU) | 27,100 | 71,000 | +43,900 | 389 | 949 | 0.31% | +559 |
| ADECOAGRO S A COM | 25,100 | 97,000 | +71,900 | 377 | 926 | 0.30% | +549 |
| INVESCO QQQ TR | 3,900 | 3,800 | -100 | 2,251 | 2,798 | 0.91% | +547 |
| GE HEALTHCARE TECHNOLOGIES I(GEHC) | 0 | 8,000 | +8,000 | 0 | 512 | 0.17% | +512 |
| MCDONALDS CORP(MCD) | 1,900 | 4,000 | +2,100 | 591 | 1,081 | 0.35% | +491 |
| TOYOTA MOTOR CORP(TM) | 0 | 2,500 | +2,500 | 0 | 421 | 0.14% | +421 |
| XPENG INC(XPEV) | 22,500 | 60,000 | +37,500 | 385 | 794 | 0.26% | +409 |
| BILIBILI INC | 37,000 | 72,000 | +35,000 | 835 | 1,226 | 0.40% | +391 |
| PFIZER INC(PFE) | 25,000 | 45,000 | +20,000 | 702 | 1,084 | 0.35% | +382 |
| HP INC(HPQ) | 0 | 15,000 | +15,000 | 0 | 329 | 0.11% | +329 |
| NOVO-NORDISK A S(NVO) | 0 | 5,000 | +5,000 | 0 | 240 | 0.08% | +240 |
| BOEING CO(BA) | 0 | 1,000 | +1,000 | 0 | 216 | 0.07% | +216 |
| ETF SER SOLUTIONS US GLB JETS | 25,000 | 25,000 | 0 | 616 | 831 | 0.27% | +215 |
| BAIDU INC | 6,000 | 7,500 | +1,500 | 669 | 857 | 0.28% | +189 |
| LOMA NEGRA C I A S A MTN 14 | 126,000 | 138,000 | +12,000 | 1,397 | 1,580 | 0.51% | +183 |
| ECOPETROL S A(EC) | 12,000 | 21,000 | +9,000 | 180 | 299 | 0.10% | +119 |
| GRUPO SUPERVIELLE S.A.(SUPV) | 520,500 | 518,700 | -1,800 | 4,908 | 5,011 | 1.63% | +102 |
| CENTRAL PUERTO S A(CEPU) | 150,200 | 175,200 | +25,000 | 2,528 | 2,603 | 0.85% | +76 |
| ALPHABET INC(GOOG) | 1,000 | 1,000 | 0 | 288 | 357 | 0.12% | +70 |
| STATE STR SPDR S&P 500 ETF T(SPY) | 500 | 500 | 0 | 325 | 373 | 0.12% | +48 |
| AUTOHOME INC(ATHM) | 13,000 | 14,000 | +1,000 | 226 | 266 | 0.09% | +41 |
| STATE STR SPDR DOW JONES IND(DIA) | 500 | 500 | 0 | 232 | 261 | 0.08% | +30 |
| TELECOM ARGENTINA SA(TEO) | 20,700 | 20,700 | 0 | 242 | 269 | 0.09% | +27 |
| CRESUD S A C I F Y A(CRESY) | 149,355 | 171,355 | +22,000 | 1,900 | 1,921 | 0.62% | +21 |
| VIPSHOP HLDGS LTD(VIPS) | 33,000 | 40,000 | +7,000 | 519 | 530 | 0.17% | +12 |
| DISNEY WALT CO(DIS) | 9,900 | 10,000 | +100 | 954 | 963 | 0.31% | +8 |
| CNH INDL N V SHS | 30,000 | 30,000 | 0 | 330 | 337 | 0.11% | +7 |
| FRESENIUS MEDICAL CARE AG(FMS) | 15,000 | 15,000 | 0 | 338 | 339 | 0.11% | +1 |
| VISTA ENERGY S.A.B. DE C.V.(VIST) | 73,300 | 86,700 | +13,400 | 5,532 | 5,531 | 1.80% | -0 |
| LITHIUM AMERS CORP NEW(LAC) | 30,000 | 30,200 | +200 | 119 | 116 | 0.04% | -2 |
| BIOCERES CROP SOLUTIONS CORP(BIOX) | 55,000 | 55,000 | 0 | 24 | 19 | 0.01% | -5 |
| DIREXION SHARES ETF TRUST DLY 20 YR TRESUR | 28,000 | 28,000 | 0 | 1,010 | 995 | 0.32% | -14 |
| VALE S A | 38,800 | 38,800 | 0 | 617 | 584 | 0.19% | -34 |
| SANOFI SA(SNY) | 10,000 | 10,000 | 0 | 482 | 427 | 0.14% | -55 |
| TENCENT MUSIC ENTMT GROUP(TME) | 75,000 | 75,000 | 0 | 696 | 626 | 0.20% | -70 |
| LI AUTO INC(LI) | 48,000 | 66,000 | +18,000 | 856 | 775 | 0.25% | -81 |
| ISHARES TR | 1,300 | 800 | -500 | 322 | 240 | 0.08% | -82 |
| FERRARI N V COM | 1,400 | 1,000 | -400 | 474 | 372 | 0.12% | -102 |
| LITHIUM ARGENTINA AG(LAR) | 133,000 | 95,000 | -38,000 | 888 | 786 | 0.26% | -103 |
| DIREXION SHARES ETF TRUST DA FT CH BU ETF | 105,000 | 154,800 | +49,800 | 3,445 | 3,324 | 1.08% | -121 |
| IRSA INVERSIONES Y REP S A(IRS) | 124,551 | 119,551 | -5,000 | 2,019 | 1,846 | 0.60% | -173 |
| PDD HOLDINGS INC(PDD) | 20,500 | 25,000 | +4,500 | 2,095 | 1,907 | 0.62% | -188 |
| CORPORACION AMER ARPTS S A COM | 74,000 | 66,000 | -8,000 | 1,871 | 1,662 | 0.54% | -210 |
| JD.COM INC(JD) | 102,000 | 110,000 | +8,000 | 3,016 | 2,803 | 0.91% | -213 |
| AMERICAN AIRLINES GROUP INC(AAL) | 25,000 | 0 | -25,000 | 269 | 0 | — | -268 |
| ARK ETF TR GENOMIC REV ETF | 12,000 | 0 | -12,000 | 317 | 0 | — | -317 |
| STMICROELECTRONICS N V(STM) | 10,000 | 0 | -10,000 | 346 | 0 | — | -345 |
| CARNIVAL CORP | 15,000 | 0 | -15,000 | 388 | 0 | — | -388 |
| ALBEMARLE CORP(ALB) | 2,600 | 0 | -2,600 | 467 | 0 | — | -467 |
| ALIBABA GROUP HLDG LTD(BABA) | 26,000 | 29,000 | +3,000 | 3,262 | 2,783 | 0.90% | -479 |
| ISHARES TR | 162,000 | 168,000 | +6,000 | 5,816 | 5,307 | 1.72% | -509 |
| DBX ETF TR | 28,000 | 10,000 | -18,000 | 914 | 367 | 0.12% | -547 |
| ISHARES TR | 10,000 | 0 | -10,000 | 568 | 0 | — | -568 |
| PETROLEO BRASILEIRO S A(PBR) | 84,900 | 68,900 | -16,000 | 1,762 | 1,113 | 0.36% | -648 |
| ISHARES INC | 177,800 | 177,800 | 0 | 6,826 | 6,134 | 1.99% | -692 |
| NVIDIA CORPORATION(NVDA) | 5,000 | 0 | -5,000 | 872 | 0 | — | -872 |
| APPLE INC(AAPL) | 5,800 | 900 | -4,900 | 1,472 | 260 | 0.08% | -1,212 |
| INVESCO CURRENCYSHARES EURO(FXE) | 19,700 | 0 | -19,700 | 2,102 | 0 | — | -2,102 |