+5
New
-2
Exited
28
Positions
| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MercadoLibre, Inc. | 58733R102 | Jul 2024 | 106,767 | +64,421 | $248.9M | +252.1% | 25.33% | EC |
| 2 | Grupo Financiero Galicia S.A. | 399909100 | Jul 2024 | 1,260,613 | +622,752 | $76.1M | +312.0% | 7.75% | EC |
| 3 | YPF Sociedad Anonima | 984245100 | Jul 2024 | 2,149,699 | +1,101,146 | $64.1M | +206.4% | 6.52% | EC |
| 4 | BANCO MACRO S.A. | 05961W105 | Jul 2024 | 567,141 | +269,376 | $50.2M | +219.2% | 5.11% | EC |
| 5 | Cencosud S.A. | N/A | Jul 2024 | 14,108,384 | +8,373,905 | $47.8M | +352.3% | 4.86% | EC |
| 6 | SSR MINING INC. | 784730103 | Jul 2024 | 3,986,636 | +1,918,212 | $42.4M | +269.4% | 4.31% | EC |
| 7 | Embotelladora Andina S.A | N/A | Jul 2024 | 10,002,283 | New | $42.4M | — | 4.31% | EP |
| 8 | Vista Energy, S.A.B. de C.V. | 92837L109 | Apr 2025 | 875,985 | New | $39.6M | — | 4.03% | EC |
| 9 | Pampa Energia S.A. | 697660207 | Jul 2024 | 552,302 | +259,135 | $39.2M | +194.4% | 3.99% | EC |
| 10 | Transportadora de Gas del Sur S.A. | 893870204 | Jul 2024 | 1,476,900 | +760,693 | $37.6M | +196.8% | 3.82% | EC |
| 11 | Banco BBVA Argentina S.A. | 058934100 | Jul 2024 | 1,824,860 | +955,951 | $36.9M | +362.4% | 3.75% | EC |
| 12 | Despegar.com Corp | G27358103 | Jul 2024 | 1,850,309 | +1,167,797 | $36.0M | +354.0% | 3.66% | EC |
| 13 | COMPANIA CERVECERIAS UNIDAS S.A. | N/A | Jul 2024 | 3,651,612 | New | $27.8M | — | 2.82% | EC |
| 14 | Arcos Dorados Holdings Inc. | G0457F107 | Jul 2024 | 3,372,811 | +2,185,222 | $25.8M | +124.9% | 2.63% | EC |
| 15 | Central Puerto S.A. | 155038201 | Jul 2024 | 2,402,324 | +1,272,012 | $25.2M | +163.1% | 2.57% | EC |
| 16 | BNYREPOS | BNYREPOS | Jul 2024 | 25,056,043 | New | $25.1M | — | 2.55% | RA |
| 17 | GRUPO SUPERVIELLE SOCIEDAD ANONIMA | 40054A108 | Jul 2024 | 1,621,597 | +907,123 | $24.3M | +442.1% | 2.48% | EC |
| 18 | Telecom Argentina S.A. | 879273209 | Jul 2024 | 2,457,813 | +1,394,717 | $23.6M | +249.7% | 2.40% | EC |
| 19 | Corporacion America Airports S.A. | L1995B107 | Jul 2024 | 925,385 | +536,250 | $18.0M | +191.3% | 1.83% | EC |
| 20 | Empresa Distribuidora y Comercializadora Norte S.A. | 29244A102 | Jul 2024 | 591,826 | +341,628 | $17.9M | +332.9% | 1.82% | EC |
| 21 | Loma Negra Compania Industrial Argentina Sociedad Anonima | 54150E104 | Jul 2024 | 1,514,315 | +880,600 | $17.0M | +314.3% | 1.73% | EC |
| 22 | IRSA Inversiones y Representaciones Sociedad Anonima | 450047303 | Jul 2024 | 859,874 | +504,041 | $11.9M | +248.9% | 1.22% | EC |
| 23 | Cresud Sociedad Anonima, Comercial, Inmobiliaria, Financiera y Agropecuaria | 226406106 | Jul 2024 | 1,031,753 | +602,285 | $11.3M | +243.8% | 1.15% | EC |
| 24 | ADECOAGRO S.A. | L00849106 | Jul 2024 | 868,293 | -162,579 | $8.1M | -18.6% | 0.83% | EC |
| 25 | Lithium Argentina AG | N/A | Jul 2024 | 3,193,405 | New | $6.6M | — | 0.67% | EC |
| 26 | Bioceres Crop Solutions Corp. | G1117K114 | Jul 2024 | 809,190 | +506,415 | $3.4M | +2.3% | 0.35% | EC |
| ✕ | Filo Corp | 31729R105 | — | 672,020 | Exited | $15.5M | — | — | — |
| ✕ | Lithium Americas (Argentina) Corp | 53681K100 | — | 1,328,792 | Exited | $4.0M | — | — | — |