Stanley Druckenmiller’s YPF 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 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 $1.37B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 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 $845M AUM 22.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

PCM

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

TIAM

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Stanley Druckenmiller's YPF Position: Q1 2026 in Review

Stanley Druckenmiller increased its YPF (YPF) stake by 433% in Q1 2026, buying an estimated $99.5M and bringing the position to 3,235,962 shares worth $150M. The position accounts for 4.43% of the portfolio, ranked #6.

Stanley Druckenmiller first reported a position in YPF in Q3 2014 and has held it in 11 quarters since. 150 funds tracked by Wall St. Rank hold YPF as of Q1 2026.

Stanley Druckenmiller held 3,235,962 shares of YPF worth $150M as of Q1 2026.
Stanley Druckenmiller bought 2,628,972 YPF shares in Q1 2026, an estimated $99.5M.
YPF made up 4.43% of Stanley Druckenmiller's portfolio in Q1 2026, its #6 holding.
Stanley Druckenmiller first reported a position in YPF in Q3 2014 and has held it in 11 quarters since.
150 funds tracked by Wall St. Rank held YPF as of Q1 2026.

Based on Duquesne Family Office's 13F filing for Q1 2026, filed 15 May 2026.