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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 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CALL INVESCO QQQ TR 55,200.0 $31.9M 9.10% +12K +26.3% $577.18
2 PAM PAMPA ENERGIA SA Utilities 329,500.0 $29.2M 8.32% +116K +54.6% $88.50 -2.2%
3 BBAR BANCO BBVA ARGENTINA S A Financial Services 1,739,600.0 $27.9M 7.98% +959K +122.8% $16.06 +36.4%
4 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 520,500.0 $24.3M 6.94% +70K +15.5% $46.71 +20.7%
5 KWEB KRANESHARES TRUST 656,300.0 $18.7M 5.33% +161K +32.6% $28.43 -11.2%
6 CALL MICROSOFT CORP 47,900.0 $17.7M 5.06% +33K +219.3% $370.17
7 BMA BANCO MACRO S A Financial Services 172,204.0 $13.3M 3.80% +53K +44.0% $77.37 +31.4%
8 CALL ALPHABET INC 19,000.0 $5.5M 1.56% +17K +850.0% $287.56
9 CALL TESLA INC 13,400.0 $5.0M 1.42% +10K +243.6% $371.75
10 SUPV GRUPO SUPERVIELLE S.A. Financial Services 520,500.0 $4.9M 1.40% +86K +19.9% $9.43 +20.7%
11 CALL APPLE INC 17,300.0 $4.4M 1.25% +1K +8.1% $253.79
12 CALL NVIDIA CORPORATION 24,800.0 $4.3M 1.24% +7K +38.5% $174.40
13 TGS TRANSPORTADORA DE GAS DEL SU Energy 104,800.0 $3.6M 1.03% +2K +2.0% $34.61 -8.7%
14 JD JD.COM INC Consumer Cyclical 102,000.0 $3.0M 0.86% +60K +142.9% $29.57 -6.8%
15 CEPU CENTRAL PUERTO S A Utilities 150,200.0 $2.5M 0.72% +23K +18.3% $16.83 -6.9%
16 UNH UNITEDHEALTH GROUP INC Healthcare 8,600.0 $2.3M 0.66% +4K +79.2% $270.59 +48.2%
17 EDN EMPRESA DIST Y COMERCIAL NOR Utilities 77,400.0 $2.3M 0.66% +25K +47.7% $30.02 -7.2%
18 IRSA INVERSIONES Y REP S A 124,551.0 $2.0M 0.58% +28K +28.9% $16.21
19 CALL UNITEDHEALTH GROUP INC 7,200.0 $1.9M 0.56% +5K +213.0% $270.59
20 CRESUD S A C I F Y A 149,355.0 $1.9M 0.54% +15K +10.8% $12.72
Page 1 of 2  ·  37 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%