Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Barrick Mining Corporation(B) | 0 | 2,000,000 | +2,000,000 | $0 | $41.64M | 47.16% | +$41.64M |
| UBS Group AGSHS(UBS) | 595,000 | 625,000 | +30,000 | $18.09M | $20.94M | 23.71% | +$2.85M |
| Amazon.com, Inc.(AMZN) | 0 | 30,484 | +30,484 | $0 | $6.69M | 7.57% | +$6.69M |
| Newmont Corporation(NEM) | 101,000 | 101,000 | 0 | $4.88M | $5.88M | 6.66% | +$1.01M |
| Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y AgropecuariaADR(CRESY) | 174,912 | 280,063 | +105,151 | $1.93M | $3.01M | 3.41% | +$1.08M |
| Loma Negra C I A S A Mtn 14ADS | 12,000 | 217,699 | +205,699 | $131.9K | $2.39M | 2.70% | +$2.26M |
| Valaris LimitedCL A(VAL) | 40,000 | 40,000 | 0 | $1.57M | $1.68M | 1.91% | +$114.0K |
| IRSA Inversiones y Representaciones Sociedad AnónimaSPON GDS ECH 10(IRS) | 103,601 | 110,000 | +6,399 | $1.34M | $1.53M | 1.74% | +$195.8K |
| YPF Sociedad AnónimaCL D(YPF) | 45,000 | 45,000 | 0 | $1.58M | $1.48M | 1.67% | -$101.5K |
| BioNTech SEADS(BNTX) | 10,000 | 10,000 | 0 | $910.6K | $1.06M | 1.21% | +$154.1K |
| Grupo Financiero Galicia S.A.ADR(GGAL) | 10,167 | 15,167 | +5,000 | $553.8K | $764.3K | 0.87% | +$210.5K |
| Berkshire Hathaway Inc DelCL B | 0 | 1 | +1 | $0 | $728.8K | 0.83% | +$728.8K |
| Banco Bbva Argentina S AADS | 50,200 | 30,000 | -20,200 | $909.6K | $493.8K | 0.56% | -$415.8K |
| Banco Macro S.A.ADR(BMA) | 6,300 | 0 | -6,300 | $475.7K | $0 | — | -$475.7K |
| Barrick Gold Corp | 2,000,300 | 0 | -2,000,300 | $38.89M | $0 | — | -$38.89M |
| Vista Energy, S.A.B. de C.V.ADS(VIST) | 12,166 | 0 | -12,166 | $566.4K | $0 | — | -$566.4K |