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Portfolio (Quarterly) Guide ↗

PING CAPITAL MANAGEMENT, INC.

· CIK 0001804352
13F Portfolio $348M AUM 78 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 78 New
Page 1 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 YPF YPF SOCIEDAD ANONIMA Energy 1,948,700.0 $70.5M 20.26% NEW $36.16 +39.5%
2 CALL INVESCO QQQ TR 43,700.0 $26.8M 7.72% NEW $614.31
3 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 450,800.0 $24.3M 6.99% NEW $53.94 +4.5%
4 PAM PAMPA ENERGIA S A Utilities 213,100.0 $18.9M 5.42% NEW $88.51 -2.2%
5 PUT SPDR S&P 500 ETF TR 26,300.0 $17.9M 5.16% NEW $681.92
6 KWEB KRANESHARES TRUST 495,000.0 $16.9M 4.85% NEW $34.05 -25.9%
7 PUT INVESCO QQQ TR 26,800.0 $16.5M 4.73% NEW $614.31
8 FXI ISHARES TR 375,000.0 $14.4M 4.13% NEW $38.29 -13.0%
9 BBAR BANCO BBVA ARGENTINA S A Financial Services 780,900.0 $14.1M 4.06% NEW $18.07 +21.2%
10 VIST VISTA ENERGY S.A.B. DE C.V. Energy 224,900.0 $10.9M 3.15% NEW $48.66 +40.9%
11 BMA BANCO MACRO SA Financial Services 119,604.0 $10.8M 3.10% NEW $90.16 +12.8%
12 QQQ INVESCO QQQ TR Financial Services 14,500.0 $8.9M 2.56% NEW $614.31 +20.6%
13 EWZ ISHARES INC 229,800.0 $7.3M 2.10% NEW $31.77 +6.2%
14 CALL MICROSOFT CORP 15,000.0 $7.3M 2.09% NEW $483.62
15 SUPV GRUPO SUPERVIELLE S.A. Financial Services 434,000.0 $5.1M 1.48% NEW $11.82 -3.7%
16 XOP SPDR SERIES TRUST 40,000.0 $5.1M 1.45% NEW $126.26 +21.5%
17 PBR PETROLEO BRASILEIRO SA PETRO Energy 392,100.0 $4.6M 1.34% NEW $11.85 +41.4%
18 PUT NVIDIA CORPORATION 24,300.0 $4.5M 1.30% NEW $186.50
19 AAPL APPLE INC Technology 16,400.0 $4.5M 1.28% NEW $271.86 +9.6%
20 CALL APPLE INC 16,000.0 $4.3M 1.25% NEW $271.86
Page 1 of 4  ·  78 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
Energy 45.9%
Financial Services 33.0%
Utilities 11.6%
Technology 2.8%
Basic Materials 1.8%
Consumer Cyclical 1.5%
Healthcare 1.4%
Communication Services 0.8%
Industrials 0.7%
Consumer Defensive 0.5%