VR Advisory Services LTD 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
VR Advisory Services LTD disclosed 43 US equity positions worth $1.1bn in its Q2 2026 13F filing. The largest position was YPF at 13.0% of the reported book, followed by GRUPO AEROMEXICO SAB DE CV and KSPI. Against the Q1 2026 filing, it opened 6 new positions, added to 11 and reduced 3 among the top 43 holdings.
What did VR Advisory Services LTD own in Q2 2026? Top 43 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | YPF YPF SOCIEDAD ANONIMA | Energy | 13.0% | $146.9m | 3,231,396 | 0% | held |
| 2 | GRUPO AEROMEXICO SAB DE CV | 8.6% | $96.4m | 5,355,255 | 3% | added | |
| 3 | KSPI KASPI KZ JSC | Technology | 8.1% | $91.0m | 1,049,999 | -3% | reduced |
| 4 | AZUL S A | 7.1% | $79.6m | 8,854,652 | – | new | |
| 5 | AERCAP HOLDINGS NV | 5.8% | $65.1m | 446,793 | 16% | added | |
| 6 | PUMP PROPETRO HLDG CORP | Energy | 5.2% | $58.8m | 4,097,401 | 66% | added |
| 7 | HEPS D MARKET ELECTR SVCS & TRADI | 5.0% | $56.4m | 19,390,670 | 18% | added | |
| 8 | LTH LIFE TIME GROUP HOLDINGS INC | Consumer Cyclical | 4.4% | $49.9m | 1,221,597 | 4% | added |
| 9 | IRS IRSA INVERSIONES Y REP S A | 3.7% | $41.2m | 2,670,087 | 0% | held | |
| 10 | CORZ CORE SCIENTIFIC INC NEW | Technology | 3.5% | $39.7m | 1,552,206 | -36% | reduced |
| 11 | DVN DEVON ENERGY CORP NEW | Energy | 3.5% | $39.4m | 952,565 | – | new |
| 12 | LULU LULULEMON ATHLETICA INC | Consumer Cyclical | 3.1% | $35.3m | 309,402 | 108% | added |
| 13 | GLNG GOLAR LNG LTD | Energy | 3.0% | $34.0m | 682,493 | – | new |
| 14 | TDAY USA TODAY CO INC | Communication Services | 2.8% | $31.6m | 3,698,460 | 0% | held |
| 15 | VEON VEON LTD | Communication Services | 2.8% | $31.4m | 601,205 | 53% | added |
| 16 | TDS TELEPHONE & DATA SYS INC | Communication Services | 2.6% | $29.6m | 800,904 | 10% | added |
| 17 | KYIVSTAR GROUP LTD | 2.4% | $26.9m | 1,666,276 | 0% | held | |
| 18 | NU NU HLDGS LTD | Financial Services | 2.4% | $26.6m | 1,993,668 | 99% | added |
| 19 | VIST VISTA ENERGY S.A.B. DE C.V. | Energy | 2.1% | $23.5m | 368,652 | 0% | held |
| 20 | SERVICE PPTYS TR | 1.8% | $20.5m | 12,132,933 | – | new | |
| 21 | PAM PAMPA ENERGIA SA | Industrials | 1.7% | $19.1m | 232,138 | 0% | held |
| 22 | OKEANIS ECO TANKERS COR | 1.5% | $17.2m | 343,729 | 0% | held | |
| 23 | GPRK GEOPARK LTD | Energy | 1.5% | $17.2m | 1,890,957 | 155% | added |
| 24 | MU MICRON TECHNOLOGY INC | Technology | 1.1% | $12.4m | 10,750 | -53% | reduced |
| 25 | CF CF INDUSTRIES HOLD | Basic Materials | 1.1% | $12.0m | 110,780 | 37% | added |
| 26 | CRESY CRESUD S A C I F Y A | 0.7% | $7.8m | 692,830 | 0% | held | |
| 27 | TGS TRANSPORTADORA DE GAS DEL SU | Energy | 0.5% | $5.8m | 195,115 | 0% | held |
| 28 | NEM NEWMONT CORP | Basic Materials | 0.5% | $5.2m | 55,187 | 0% | held |
| 29 | HAFN HAFNIA LTD | 0.5% | $5.1m | 766,069 | – | new | |
| 30 | SOLANA CO | 0.1% | $959.2k | 581,310 | 0% | held | |
| 31 | SOLZ VOLATILITY SHS TR | 0.0% | $428.0k | 58,000 | 0% | held | |
| 32 | STABLECOINX INC | 0.0% | $82.0k | 200,000 | – | new | |
| 33 | SOUNDHOUND AI INC | 0.0% | $48.0k | 25,000 | 0% | held | |
| 34 | ALLIANCE ENTERTAINMENT HOLDI | 0.0% | $43.0k | 100,000 | 0% | held | |
| 35 | NIOCORP DEVS LTD | 0.0% | $21.5k | 15,356 | 0% | held | |
| 36 | FOLD HLDGS INC | 0.0% | $19.2k | 187,500 | 0% | held | |
| 37 | BAKKT INC | 0.0% | $9.7k | 150,000 | 0% | held | |
| 38 | BLACKSKY TECHNOLOGY INC | 0.0% | $6.5k | 130,600 | 0% | held | |
| 39 | SUNPOWER INC | 0.0% | $5.2k | 37,500 | 0% | held | |
| 40 | PAGAYA TECHNOLOGIES LTD | 0.0% | $3.5k | 66,666 | 0% | held | |
| 41 | PSQ HOLDINGS INC | 0.0% | $2.1k | 53,333 | 0% | held | |
| 42 | SOUTHLAND HLDGS INC | 0.0% | $1.9k | 75,000 | 0% | held | |
| 43 | KIDZ AI INC | 0.0% | $1.9k | 150,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.