Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PDDPdd Holdings Inc | $14.3M | 9.0% | |
| PAMPampa Energia Sa | $8.3M | 5.2% | |
| KSPIKaspi Kz Jsc | $6.6M | 4.2% | |
| CXCemex Sa Euro Mtn Be 144a | $6.4M | 4.0% | |
| FMXFomento Economico Mexicano S | $6.2M | 3.9% | |
| FLYWFlywire Corporation | $6.1M | 3.9% | |
| SRESempra | $5.4M | 3.4% | |
| MELIMercadolibre Inc | $3.7M | 2.3% | |
| TGSTransportadora De Gas Del Su | $3.7M | 2.3% | |
| PACGrupo Aeroportunario Del Pac | $3.5M | 2.2% | |
| GFFGriffon Corp | $3.4M | 2.1% | |
| GGALGrupo Financiero Galicia S.a | $3.4M | 2.1% | |
| TEOTelecom Argentina Sa | $3.0M | 1.9% | |
| PARPar Technology Corp | $2.6M | 1.6% | |
| PRKSUnited Parks & Resorts Inc | $2.4M | 1.5% | |
| BMABanco Macro S A | $2.3M | 1.4% | |
| SHCSotera Health Co | $2.2M | 1.4% | |
| CHHChoice Hotels Intl Inc | $2.2M | 1.4% | |
| FIVNFive9 Inc | $2.1M | 1.3% | |
| MUMicron Technology Inc | $2.0M | 1.3% | |
| ASRGrupo Aeroportuario Del Sure | $2.0M | 1.3% | |
| VISTVista Energy S.a.b. De C.v. | $2.0M | 1.2% | |
| ALABAstera Labs Inc | $2.0M | 1.2% | |
| LRNStride Inc | $1.7M | 1.1% | |
| YMMFull Truck Alliance Co Ltd | $1.6M | 1.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: ABS Investment Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1660708&type=13F-HR&dateb=&owner=include&count=40CIK 1660708
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1660708/000199937126018033/Filed August 14, 2026 · accession 0001999371-26-018033