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Portfolio (Quarterly) Guide ↗

PING CAPITAL MANAGEMENT, INC.

· CIK 0001804352
13F Portfolio $401M AUM 93 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 35 New 32 Added 12 Reduced 25 Exited
Page 1 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 YPF YPF SOCIEDAD ANONIMA Energy 1,611,500.0 $73.3M 18.27% +233K +16.9% $45.47 +10.6%
2 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 832,400.0 $41.6M 10.39% +312K +59.9% $50.03 -12.2%
3 PAM PAMPA ENERGIA SA Utilities 368,000.0 $30.2M 7.54% +38K +11.7% $82.13 -1.7%
4 KWEB KRANESHARES TRUST 895,800.0 $21.9M 5.47% +240K +36.5% $24.47 +7.4%
5 EDN EMPRESA DIST Y COMERCIAL NOR Utilities 238,500.0 $6.0M 1.49% +161K +208.1% $24.96 -5.0%
6 VIST VISTA ENERGY S.A.B. DE C.V. Energy 86,700.0 $5.5M 1.38% +13K +18.3% $63.80 +7.6%
7 FXI ISHARES TR 168,000.0 $5.3M 1.32% +6K +3.7% $31.59 +12.5%
8 TGS TRANSPORTADORA DE GAS DEL SU Energy 144,300.0 $4.3M 1.07% +40K +37.7% $29.73 -4.7%
9 YINN DIREXION SHARES ETF TRUST 154,800.0 $3.3M 0.83% +50K +47.4% $21.47 +37.9%
10 JD JD.COM INC Consumer Cyclical 110,000.0 $2.8M 0.70% +8K +7.8% $25.48 +12.9%
11 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 29,000.0 $2.8M 0.69% +3K +11.5% $95.98 +24.8%
12 CEPU CENTRAL PUERTO S A Utilities 175,200.0 $2.6M 0.65% +25K +16.6% $14.86 -7.7%
13 MELI MERCADOLIBRE INC Consumer Cyclical 1,400.0 $2.4M 0.59% +700.0 +100.0% $1697.39 +14.9%
14 MSFT MICROSOFT CORP Technology 6,000.0 $2.2M 0.56% +3K +100.0% $373.02 +33.1%
15 CRESUD S A C I F Y A 171,355.0 $1.9M 0.48% +22K +14.7% $11.21
16 PDD PDD HOLDINGS INC Consumer Cyclical 25,000.0 $1.9M 0.48% +4K +21.9% $76.28 +13.7%
17 LOMA LOMA NEGRA C I A S A MTN 14 Basic Materials 138,000.0 $1.6M 0.39% +12K +9.5% $11.45 -15.7%
18 BILI BILIBILI INC Technology 72,000.0 $1.2M 0.31% +35K +94.6% $17.03 -5.2%
19 AMZN AMAZON COM INC Consumer Cyclical 5,000.0 $1.2M 0.30% +3K +177.8% $238.34 +9.2%
20 PFE PFIZER INC Healthcare 45,000.0 $1.1M 0.27% +20K +80.0% $24.08 +17.5%
Page 1 of 2  ·  32 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 38.3%
Energy 32.3%
Utilities 14.8%
Consumer Cyclical 5.7%
Technology 3.0%
Healthcare 2.3%
Communication Services 1.7%
Basic Materials 0.8%
Industrials 0.7%
Consumer Defensive 0.4%