Stanley Druckenmiller’s YPF Sociedad Anonima ADS YPF Stock Holding History

Stanley Druckenmiller’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	$143M	Sell	3,138,897 -97,065	-3%	-$4.55M	2.74%	8
2026 Q1	$150M	Buy	3,235,962 +2,628,972	+433%	+$99.5M	4.43%	6
2025 Q4	$21.9M	Buy	606,990 +492,295	+429%	+$16.3M	0.49%	42
2025 Q3	$2.79M	Sell	114,695 -589,300	-84%	-$18.1M	0.07%	64
2025 Q2	$22.1M	Sell	703,995 -1,371,395	-66%	-$45.8M	0.54%	44
2025 Q1	$72.7M	Buy	2,075,390 +387,674	+23%	+$14.8M	2.38%	13
2024 Q4	$71.7M	Buy	1,687,716 +1,257,616	+292%	+$41.3M	1.93%	12
2024 Q3	$9.12M	Sell	430,100 -208,335	-33%	-$4.44M	0.31%	55
2024 Q2	$12.8M	Buy	+638,435	New	+$13.7M	0.44%	39
2015 Q2	–	Sell	-698,300	Closed	-$19.2M	–	44
2015 Q1	$19.2M	Buy	698,300 +399,400	+134%	+$10.3M	2.44%	19
2014 Q4	$7.91M	Hold	298,900	–	–	0.78%	33
2014 Q3	$11.1M	Buy	+298,900	New	+$10.5M	1.36%	26

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

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Stanley Druckenmiller's YPF Position: Q2 2026 in Review

Stanley Druckenmiller reduced its YPF Sociedad Anonima ADS (YPF) stake by 3% in Q2 2026, selling an estimated $4.55M and leaving 3,138,897 shares worth $143M. The position accounts for 2.74% of the portfolio, ranked #8.

Stanley Druckenmiller first reported a position in YPF in Q3 2014 and has held it in 12 quarters since. The position peaked at $150M in Q1 2026. 166 funds tracked by Wall St. Rank hold YPF as of Q2 2026.

Stanley Druckenmiller held 3,138,897 shares of YPF Sociedad Anonima ADS worth $143M as of Q2 2026.
Stanley Druckenmiller sold 97,065 YPF Sociedad Anonima ADS shares in Q2 2026, an estimated $4.55M.
YPF Sociedad Anonima ADS made up 2.74% of Stanley Druckenmiller's portfolio in Q2 2026, its #8 holding.
Stanley Druckenmiller first reported a position in YPF Sociedad Anonima ADS in Q3 2014 and has held it in 12 quarters since.
Stanley Druckenmiller's YPF Sociedad Anonima ADS position peaked at $150M in Q1 2026.
166 funds tracked by Wall St. Rank held YPF Sociedad Anonima ADS as of Q2 2026.

Based on Duquesne Family Office's 13F filing for Q2 2026, filed 14 Aug 2026.