Which hedge funds own YPF? YPF SOCIEDAD ANONIMA, Q2 2026 13F holders
38 tracked hedge funds disclosed a position in YPF (YPF SOCIEDAD ANONIMA) in their Q2 2026 13F filings, worth $1.4bn in total. The largest holder by portfolio weight is Aquamarine Financial (Cayman) Ltd at 31.2% of its book. 13 opened a new position this quarter: Gemsstock Ltd., Point Break Capital Management, LLC, SCP Investment, LP, X-Square Capital, LLC. 10 exited: TT International Asset Management LTD, Wexford Capital LP, HITE Hedge Asset Management LLC.
- 38
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 13
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 10
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $51.2m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $86.3m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.4bn
- Combined value Sum of the holders' reported positions in the security.
- 3.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| TT International Asset Management LTD | 6.5% | $59.6m |
| Wexford Capital LP | 1.6% | $9.5m |
| HITE Hedge Asset Management LLC | 0.7% | $12.8m |
| Scientech Research LLC | 0.3% | $354k |
| Caption Management, LLC | 0.04% | $755k |
| Quantbot Technologies LP | 0.02% | $387k |
| Walleye Capital LLC | 0.01% | $1.7m |
| Schonfeld Strategic Advisors LLC | 0.01% | $814k |
| FNY Investment Advisers, LLC | 0.0% | $11.0k |
| Balyasny Asset Management L.P. | 0.0% | $461k |
Ownership over time
Who discovered YPF first? Beta
The run: Q2 2022 → Q4 2024, ×13
| Helikon Investments Ltd high conviction | Q3 2022 | – | +21.2 pts |
| VR Advisory Services Ltd high conviction | Q3 2022 | – | +14.3 pts |
| Discovery Capital Management, LLC | Q3 2022 | 0.6% | +1.2 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.