NOSC
YPF icon

North of South Capital’s YPF Sociedad Anonima ADS YPF Stock Holding History

North of South Capital’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 		$183M Buy
4,023,562
+499,310
+14% +$23.4M 13.47% 2
2026
Q1 		$163M Buy
3,524,252
+1,853,874
+111% +$70.2M 14.63% 2
2025
Q4 		$60.4M Buy
1,670,378
+50,395
+3% +$1.67M 5.43% 7
2025
Q3 		$39.3M Buy
1,619,983
+69,634
+4% +$2.14M 3.78% 11
2025
Q2 		$48.8M Buy
1,550,349
+162,999
+12% +$5.44M 5.13% 8
2025
Q1 		$48.6M Buy
1,387,350
+150,366
+12% +$5.76M 5.43% 9
2024
Q4 		$52.6M Buy
1,236,984
+191,486
+18% +$6.28M 6.39% 6
2024
Q3 		$22.2M Buy
1,045,498
+255,949
+32% +$5.46M 3.36% 10
2024
Q2 		$15.9M Buy
+789,549
New +$17M 4.11% 10

Other funds holding YPF

AF
Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

North of South Capital's YPF Position: Q2 2026 in Review

North of South Capital increased its YPF Sociedad Anonima ADS (YPF) stake by 14% in Q2 2026, buying an estimated $23.4M and bringing the position to 4,023,562 shares worth $183M. The position accounts for 13.47% of the portfolio, ranked #2.

North of South Capital first reported a position in YPF in Q2 2024 and has held it in 9 quarters since. 166 funds tracked by Wall St. Rank hold YPF as of Q2 2026.

  • North of South Capital held 4,023,562 shares of YPF Sociedad Anonima ADS worth $183M as of Q2 2026.
  • North of South Capital bought 499,310 YPF Sociedad Anonima ADS shares in Q2 2026, an estimated $23.4M.
  • YPF Sociedad Anonima ADS made up 13.47% of North of South Capital's portfolio in Q2 2026, its #2 holding.
  • North of South Capital first reported a position in YPF Sociedad Anonima ADS in Q2 2024 and has held it in 9 quarters since.
  • 166 funds tracked by Wall St. Rank held YPF Sociedad Anonima ADS as of Q2 2026.

Based on North of South Capital's 13F filing for Q2 2026, filed 30 Jul 2026.