Discovery Capital Management’s BBVA Argentina BBAR Stock Holding History

Discovery Capital Management’s Portfolio BBAR Stock Details BBAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.9M	Buy	1,166,600 +159,100	+16%	+$2.68M	0.95%	33
2026 Q1	$16.2M	Buy	1,007,500 +559,400	+125%	+$9.28M	0.84%	36
2025 Q4	$8.1M	Buy	+448,100	New	+$6.43M	0.44%	58
2025 Q1	–	Sell	-52,100	Closed	-$993K	–	61
2024 Q4	$993K	Sell	52,100 -219,900	-81%	-$3.34M	0.07%	72
2024 Q3	$2.82M	Buy	+272,000	New	+$2.67M	0.34%	45
2017 Q4	–	Sell	-728,440	Closed	-$14.9M	–	59
2017 Q3	$14.9M	Buy	+728,440	New	+$12.6M	0.35%	55

Other funds holding BBAR

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

PCM

Ping Capital Management New York $401M AUM 32.08% 1-Year Est. Return

Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $22.2B AUM 58.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Sagil Capital London, United Kingdom $280M AUM 64.58% 1-Year Est. Return

Discovery Capital Management's BBAR Position: Q2 2026 in Review

Discovery Capital Management increased its BBVA Argentina (BBAR) stake by 16% in Q2 2026, buying an estimated $2.68M and bringing the position to 1,166,600 shares worth $22.9M. The position accounts for 0.95% of the portfolio, ranked #33.

Discovery Capital Management first reported a position in BBAR in Q3 2017 and has held it in 6 quarters since. 70 funds tracked by Wall St. Rank hold BBAR as of Q2 2026.

Discovery Capital Management held 1,166,600 shares of BBVA Argentina worth $22.9M as of Q2 2026.
Discovery Capital Management bought 159,100 BBVA Argentina shares in Q2 2026, an estimated $2.68M.
BBVA Argentina made up 0.95% of Discovery Capital Management's portfolio in Q2 2026, its #33 holding.
Discovery Capital Management first reported a position in BBVA Argentina in Q3 2017 and has held it in 6 quarters since.
70 funds tracked by Wall St. Rank held BBVA Argentina as of Q2 2026.

Based on Discovery Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.