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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 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ PUT INVESCO QQQ TR Financial Services 4,900.0 $3.6M 0.90% NEW $736.40 -3.4%
22 UNH UNITEDHEALTH GROUP INC Healthcare 8,500.0 $3.5M 0.88% -100.0 -1.2% $415.63 -3.5%
23 YINN DIREXION SHARES ETF TRUST 154,800.0 $3.3M 0.83% +50K +47.4% $21.47 +37.9%
24 JD JD.COM INC Consumer Cyclical 110,000.0 $2.8M 0.70% +8K +7.8% $25.48 +12.9%
25 QQQ INVESCO QQQ TR Financial Services 3,800.0 $2.8M 0.70% -100.0 -2.6% $736.40 -3.4%
26 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 29,000.0 $2.8M 0.69% +3K +11.5% $95.98 +24.8%
27 CEPU CENTRAL PUERTO S A Utilities 175,200.0 $2.6M 0.65% +25K +16.6% $14.86 -7.7%
28 IWM CALL ISHARES TR 8,500.0 $2.6M 0.64% NEW $300.45 -0.5%
29 MELI MERCADOLIBRE INC Consumer Cyclical 1,400.0 $2.4M 0.59% +700.0 +100.0% $1697.39 +14.9%
30 MSFT MICROSOFT CORP Technology 6,000.0 $2.2M 0.56% +3K +100.0% $373.02 +33.1%
31 CRESUD S A C I F Y A 171,355.0 $1.9M 0.48% +22K +14.7% $11.21
32 PDD PDD HOLDINGS INC Consumer Cyclical 25,000.0 $1.9M 0.48% +4K +21.9% $76.28 +13.7%
33 IRSA INVERSIONES Y REP S A 119,551.0 $1.8M 0.46% -5K -4.0% $15.44
34 CALL SPACE EXPLORATION TECHN CORP 10,100.0 $1.7M 0.43% NEW $170.86
35 CAAP CORPORACION AMER ARPTS S A Industrials 66,000.0 $1.7M 0.41% -8K -10.8% $25.18 -2.3%
36 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%
37 ADBE ADOBE INC Technology 7,200.0 $1.5M 0.37% NEW $205.02 +33.4%
38 JEPQ J P MORGAN EXCHANGE TRADED F 21,400.0 $1.3M 0.33% NEW $61.46 -2.7%
39 BILI BILIBILI INC Technology 72,000.0 $1.2M 0.31% +35K +94.6% $17.03 -5.2%
40 AMZN AMAZON COM INC Consumer Cyclical 5,000.0 $1.2M 0.30% +3K +177.8% $238.34 +9.2%
Page 2 of 5  ·  93 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%