Guy Spier
Q2 2026 versus Q1 2026: 1 bought, 9 added to, 0 reduced, 1 sold. By dollars, the largest buy was Ypf Sociedad Anonima, $155.4M more at the quarter-end price; the largest sale Proshares Tr Ii, $28.3M less. Net, $471.6M more bought than sold. What every tracked investor did in Q2 2026.
Every move, largest first
| Ticker | Issuer | Move | Shares Q1 2026 → Q2 2026 | Bought / sold | Of the portfolio | Weight now | Price vs model |
|---|---|---|---|---|---|---|---|
| YPF | Ypf Sociedad Anonima | added +38% | 9.0M → 12.4M | +$155.4M | +8.58% | 31.2% | — |
| NU | Nu Hldgs LTD | added +798% | 1.0M → 9.0M | +$106.6M | +5.88% | 6.6% | — |
| BBD | Banco Bradesco S A | added +19% | 156.8M → 186.9M | +$104.5M | +5.77% | 35.8% | — |
| GGAL | Grupo Financiero Galicia S.a | added +49% | 2.4M → 3.5M | +$57.8M | +3.19% | 9.7% | — |
| PGY | Pagaya Technologies LTD | bought | — → 1.8M | +$32.3M | +1.78% | 1.8% | — |
| BMA | Banco Macro S A | added +58% | 532,490 → 842,490 | +$28.7M | +1.58% | 4.3% | — |
| SCOUSD | Proshares Tr Ii | sold | 3.4M → 0 | −$28.3M | −1.56% | — | — |
| BBAR | Banco Bbva Argentina S A | added +38% | 1.2M → 1.7M | +$9.1M | +0.50% | 1.8% | — |
| BSBR | Banco Santander Brasil S A | added +6% | 9.8M → 10.4M | +$3.0M | +0.17% | 3.0% | — |
| ORMP | Oramed Pharmaceuticals INC | added +19% | 2.1M → 2.5M | +$1.9M | +0.11% | 0.7% | — |
| INVZ | Innoviz Technologies LTD | added +13% | 5.2M → 5.8M | +$496,052 | +0.03% | 0.2% | — |
Bought / sold is the change in shares × the quarter's reported price (value ÷ shares in the filing); a position sold out is priced at the quarter before, since it has no price in this one. “Of the portfolio” is that amount against this quarter's reported book.
Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.