Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 500,000 | 500,000 | 0 | 33,535 | 43,520 | 27.24% | +9,985 |
| UBS GROUP AG(UBS) | 627,300 | 627,300 | 0 | 24,509 | 31,089 | 19.46% | +6,580 |
| NATERA INC(NTRA) | 50,000 | 50,000 | 0 | 10,000 | 13,573 | 8.50% | +3,573 |
| AMAZON COM INC(AMZN) | 0 | 10,100 | +10,100 | 0 | 2,407 | 1.51% | +2,407 |
| TRANSPORTADORA DE GAS DEL SU(TGS) | 0 | 25,000 | +25,000 | 0 | 743 | 0.47% | +743 |
| GRUPO FINANCIERO GALICIA S.A(GGAL) | 45,000 | 45,000 | 0 | 2,102 | 2,251 | 1.41% | +149 |
| NU HLDGS LTD(NU) | 0 | 10,000 | +10,000 | 0 | 134 | 0.08% | +134 |
| GLOBAL PMTS INC(GPN) | 20,000 | 20,000 | 0 | 1,346 | 1,451 | 0.91% | +105 |
| LOMA NEGRA C I A S A MTN 14 | 250,000 | 250,000 | 0 | 2,773 | 2,863 | 1.79% | +90 |
| BIONTECH SE(BNTX) | 10,000 | 10,000 | 0 | 889 | 931 | 0.58% | +42 |
| TESLA INC(TSLA) | 1,000 | 1,000 | 0 | 450 | 421 | 0.26% | -29 |
| IRSA INVERSIONES Y REP S A(IRS) | 119,780 | 119,780 | 0 | 1,942 | 1,849 | 1.16% | -92 |
| CRESUD S A C I F Y A | 1,100,000 | 1,100,000 | 0 | 13,992 | 12,331 | 7.72% | -1,661 |
| ALPHA METALLURGICAL RESOUR I | 280,000 | 280,000 | 0 | 57,476 | 46,183 | 28.91% | -11,292 |