account_balance
Investment manager · 13F filer · SEC CIK 1348145
VR Advisory Services Ltd
Reported value$1.13Bas of Jun 30, 2026
Positions43 6 new, 3 sold out
Top 10 weight64.3%YPF alone is 13%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
YPFYpf Sociedad Anonima
13.0%
AEROGrupo Aeromexico Sab de Cv
8.6%Added +3%
KSPIKaspi Kz JSC
8.1%Trimmed −3%
AZULAzul S A
7.1%New
AERAercap Holdings NV
5.8%Added +16%
PUMPPropetro HLDG Corp
5.2%Added +66%
HEPSD Market Electr SVCS & Tradi
5.0%Added +18%
LTHLife Time Group Holdings Inc
4.4%Added +4%
IRSIrsa Inversiones Y Rep S A
3.7%
CORZCore Scientific Inc New
3.5%Trimmed −36%
DVNDevon Energy Corp New
3.5%New
LULULululemon Athletica Inc
3.1%Added +108%
YPFYpf Sociedad Anonima
13.0%
AEROGrupo Aeromexico Sab de Cv
8.6%Added +3%
KSPI8.1%AZUL7.1%AER5.8%PUMP5.2%HEPS5.0%LTH4.4%IRS3.7%CORZ3.5%DVN3.5%LULU3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
YPF Ypf Sociedad Anonima 13.0% HeldAERO Grupo Aeromexico Sab de Cv 8.6% Added +3%KSPI Kaspi Kz JSC 8.1% Trimmed −3%AZUL Azul S A 7.1% NewAER Aercap Holdings NV 5.8% Added +16%PUMP Propetro HLDG Corp 5.2% Added +66%HEPS D Market Electr SVCS & Tradi 5.0% Added +18%LTH Life Time Group Holdings Inc 4.4% Added +4%IRS Irsa Inversiones Y Rep S A 3.7% HeldCORZ Core Scientific Inc New 3.5% Trimmed −36%DVN Devon Energy Corp New 3.5% NewLULU Lululemon Athletica Inc 3.1% Added +108%
What changed