Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 0 | 500,000 | +500,000 | 0 | 34,405 | 25.41% | +34,405 |
| BARRICK MNG CORP(B) | 2,000,000 | 1,900,000 | -100,000 | 41,640 | 62,263 | 45.98% | +20,623 |
| UBS GROUP AG(UBS) | 625,000 | 625,000 | 0 | 20,939 | 25,513 | 18.84% | +4,574 |
| LOMA NEGRA C I A S A MTN 14 | 217,699 | 382,944 | +165,245 | 2,388 | 2,822 | 2.08% | +434 |
| CRESUD S A C I F Y A(CRESY) | 280,063 | 366,652 | +86,589 | 3,013 | 3,373 | 2.49% | +360 |
| VALARIS LTD(VAL) | 40,000 | 40,000 | 0 | 1,684 | 1,951 | 1.44% | +266 |
| BERKSHIRE HATHAWAY INC DEL | 1 | 1 | 0 | 729 | 754 | 0.56% | +25 |
| GRUPO FINANCIERO GALICIA S.A(GGAL) | 15,167 | 25,000 | +9,833 | 764 | 689 | 0.51% | -75 |
| BIONTECH SE(BNTX) | 10,000 | 10,000 | 0 | 1,065 | 986 | 0.73% | -78 |
| IRSA INVERSIONES Y REP S A(IRS) | 110,000 | 110,000 | 0 | 1,532 | 1,302 | 0.96% | -230 |
| BANCO BBVA ARGENTINA S A | 30,000 | 30,000 | 0 | 494 | 250 | 0.18% | -244 |
| YPF SOCIEDAD ANONIMA(YPF) | 45,000 | 45,000 | 0 | 1,475 | 1,093 | 0.81% | -382 |
| NEWMONT CORP(NEM) | 101,000 | 0 | -101,000 | 5,884 | 0 | — | -5,884 |
| AMAZON COM INC(AMZN) | 30,484 | 0 | -30,484 | 6,688 | 0 | — | -6,688 |