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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 5  ·  93 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 BBAR BANCO BBVA ARGENTINA S A Financial Services 1,703,800.0 $33.4M 8.33% -36K -2.1% $19.61 -23.9%
4 PAM PAMPA ENERGIA SA Utilities 368,000.0 $30.2M 7.54% +38K +11.7% $82.13 -1.7%
5 QQQ CALL INVESCO QQQ TR Financial Services 29,800.0 $21.9M 5.47% NEW $736.40 -3.4%
6 KWEB KRANESHARES TRUST 895,800.0 $21.9M 5.47% +240K +36.5% $24.47 +7.4%
7 MSFT CALL MICROSOFT CORP Technology 58,700.0 $21.9M 5.46% NEW $373.02 +33.1%
8 BMA BANCO MACRO S A Financial Services 171,004.0 $15.8M 3.95% -1K -0.7% $92.59 -15.7%
9 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 13,200.0 $9.9M 2.46% NEW $746.77 +2.6%
10 AAPL CALL APPLE INC Technology 24,700.0 $7.1M 1.78% NEW $289.36 +8.3%
11 GOOGL CALL ALPHABET INC Communication Services 17,900.0 $6.4M 1.59% NEW $357.37 -4.3%
12 EWZ ISHARES INC 177,800.0 $6.1M 1.53% $34.50 +3.5%
13 EDN EMPRESA DIST Y COMERCIAL NOR Utilities 238,500.0 $6.0M 1.49% +161K +208.1% $24.96 -5.0%
14 VIST VISTA ENERGY S.A.B. DE C.V. Energy 86,700.0 $5.5M 1.38% +13K +18.3% $63.80 +7.6%
15 FXI ISHARES TR 168,000.0 $5.3M 1.32% +6K +3.7% $31.59 +12.5%
16 SUPV GRUPO SUPERVIELLE S.A. Financial Services 518,700.0 $5.0M 1.25% $9.66 -8.9%
17 TGS TRANSPORTADORA DE GAS DEL SU Energy 144,300.0 $4.3M 1.07% +40K +37.7% $29.73 -4.7%
18 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 5,200.0 $3.9M 0.97% NEW $746.77 +2.6%
19 TSLA CALL TESLA INC Consumer Cyclical 9,200.0 $3.9M 0.96% NEW $420.60 -17.8%
20 SMH CALL VANECK ETF TRUST 5,600.0 $3.7M 0.92% NEW $655.89 -15.3%
Page 1 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%