John Overdeck’s YPF Sociedad Anonima ADS YPF Stock Holding History

John Overdeck’s Portfolio YPF Stock Details YPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.06M	Sell	23,400 -19,200	-45%	-$901K	﹤0.01%	3571
2026 Q1	$1.97M	Sell	42,600 -500	-1%	-$18.9K	﹤0.01%	2770
2025 Q4	$1.56M	Buy	+43,100	New	+$1.43M	﹤0.01%	2625
2020 Q2	–	Sell	-33,100	Closed	-$138K	–	3607
2020 Q1	$138K	Buy	+33,100	New	+$268K	﹤0.01%	2770
2019 Q4	–	Sell	-14,500	Closed	-$134K	–	4039
2019 Q3	$134K	Buy	+14,500	New	+$187K	﹤0.01%	3268

Other funds holding YPF

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NOSC

North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return

VAS

VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $1.13B AUM 38.97% 1-Year Est. Return

DFO

Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return

PCM

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

John Overdeck's YPF Position: Q2 2026 in Review

John Overdeck increased its YPF Sociedad Anonima ADS (YPF) stake by 6,209% in Q2 2026, buying an estimated $32M and bringing the position to 693,965 shares worth $31.6M. The position accounts for 0.02% of the portfolio, ranked #770.

John Overdeck first reported a position in YPF in Q2 2018 and has held it in 24 quarters since. The position peaked at $41.8M in Q4 2024. 166 funds tracked by Wall St. Rank hold YPF as of Q2 2026.

John Overdeck held 693,965 shares of YPF Sociedad Anonima ADS worth $31.6M as of Q2 2026.
John Overdeck bought 682,965 YPF Sociedad Anonima ADS shares in Q2 2026, an estimated $32M.
YPF Sociedad Anonima ADS made up 0.02% of John Overdeck's portfolio in Q2 2026, its #770 holding.
John Overdeck first reported a position in YPF Sociedad Anonima ADS in Q2 2018 and has held it in 24 quarters since.
John Overdeck's YPF Sociedad Anonima ADS position peaked at $41.8M in Q4 2024.
166 funds tracked by Wall St. Rank held YPF Sociedad Anonima ADS as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.