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Portfolio (Quarterly) Guide ↗

PING CAPITAL MANAGEMENT, INC.

· CIK 0001804352
13F Portfolio $350M AUM 83 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 37 Added 20 Reduced 16 Exited
Page 1 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 YPF YPF SOCIEDAD ANONIMA Energy 1,378,200.0 $63.7M 18.18% -570K -29.3% $46.22 +9.2%
2 CALL INVESCO QQQ TR 55,200.0 $31.9M 9.10% +12K +26.3% $577.18
3 PAM PAMPA ENERGIA SA Utilities 329,500.0 $29.2M 8.32% +116K +54.6% $88.50 -2.2%
4 BBAR BANCO BBVA ARGENTINA S A Financial Services 1,739,600.0 $27.9M 7.98% +959K +122.8% $16.06 +36.4%
5 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 520,500.0 $24.3M 6.94% +70K +15.5% $46.71 +20.7%
6 KWEB KRANESHARES TRUST 656,300.0 $18.7M 5.33% +161K +32.6% $28.43 -11.2%
7 CALL MICROSOFT CORP 47,900.0 $17.7M 5.06% +33K +219.3% $370.17
8 PUT STATE STR SPDR S&P 500 ETF T 21,500.0 $14.0M 3.99% -5K -18.2% $650.34
9 BMA BANCO MACRO S A Financial Services 172,204.0 $13.3M 3.80% +53K +44.0% $77.37 +31.4%
10 EWZ ISHARES INC 177,800.0 $6.8M 1.95% -52K -22.6% $38.39 -12.1%
11 FXI ISHARES TR 162,000.0 $5.8M 1.66% -213K -56.8% $35.90 -7.2%
12 VIST VISTA ENERGY S.A.B. DE C.V. Energy 73,300.0 $5.5M 1.58% -152K -67.4% $75.47 -9.2%
13 CALL ALPHABET INC 19,000.0 $5.5M 1.56% +17K +850.0% $287.56
14 CALL TESLA INC 13,400.0 $5.0M 1.42% +10K +243.6% $371.75
15 SUPV GRUPO SUPERVIELLE S.A. Financial Services 520,500.0 $4.9M 1.40% +86K +19.9% $9.43 +20.7%
16 CALL APPLE INC 17,300.0 $4.4M 1.25% +1K +8.1% $253.79
17 CALL NVIDIA CORPORATION 24,800.0 $4.3M 1.24% +7K +38.5% $174.40
18 TGS TRANSPORTADORA DE GAS DEL SU Energy 104,800.0 $3.6M 1.03% +2K +2.0% $34.61 -8.7%
19 YINN DIREXION SHARES ETF TRUST 105,000.0 $3.4M 0.98% NEW $32.81 -22.1%
20 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 26,000.0 $3.3M 0.93% NEW $125.46 -14.7%
Page 1 of 5  ·  83 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.3%
Energy 34.8%
Utilities 15.8%
Consumer Cyclical 6.1%
Technology 2.2%
Healthcare 1.8%
Communication Services 1.6%
Basic Materials 1.2%
Industrials 1.0%
Consumer Defensive 0.2%