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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 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MCD MCDONALDS CORP Consumer Cyclical 4,000.0 $1.1M 0.27% +2K +110.5% $270.31 -1.3%
22 NFLX NETFLIX INC. Communication Services 14,000.0 $1000K 0.25% +10K +211.1% $71.40 +14.1%
23 DIS DISNEY WALT CO Communication Services 10,000.0 $962K 0.24% +100.0 +1.0% $96.25 +13.9%
24 NU NU HLDGS LTD Financial Services 71,000.0 $949K 0.24% +44K +162.0% $13.36 +13.5%
25 AGRO ADECOAGRO S A Consumer Defensive 97,000.0 $926K 0.23% +72K +286.4% $9.55 +16.0%
26 BIDU BAIDU INC Communication Services 7,500.0 $857K 0.21% +2K +25.0% $114.29 -18.4%
27 XPEV XPENG INC Consumer Cyclical 60,000.0 $794K 0.20% +38K +166.7% $13.24 -11.6%
28 LI LI AUTO INC Consumer Cyclical 66,000.0 $775K 0.19% +18K +37.5% $11.74 +3.4%
29 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 40,000.0 $530K 0.13% +7K +21.2% $13.26 +6.2%
30 EC ECOPETROL S A Energy 21,000.0 $299K 0.07% +9K +75.0% $14.24 +16.0%
31 ATHM AUTOHOME INC Communication Services 14,000.0 $266K 0.07% +1K +7.7% $19.03 +16.5%
32 LITHIUM AMERS CORP NEW 30,200.0 $116K 0.03% +200.0 +0.7% $3.85
Page 2 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%