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Which funds own YPF

Ypf Sociedad Anonima in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $84m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 3 managers opened or added against 0 cutting.

Managers holding: 3; at least, of 91 current
Combined value: $84m; as reported
Opened: 0; new this quarter
Added to: 3; already held
Trimmed or sold out: 0; 0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Oaktree Capital Management LP Activist · $7.2bn book	$45m	0.6%	991,346	+$4.1m+104,881	Added
Discovery Capital Management LLC Macro · $2.4bn book	$28m	1.1%	604,992	+$2.6m+66,800	Added
Brevan Howard Capital Management LP Macro · $13.5bn book	$12m	0.1%	258,000	+$3.8m+93,000	Added

Ownership through time

At least 4 of the 93 managers whose filings are on file listed YPF in Q2 2026, against 4 in Q2 2013. 1 manager more than in Q1 2026: 1 started a position.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Bridgewater Associates LP$15m

Largest increases, by shares

Bridgewater Associates LPnew: 331,413 shares+$15m
Oaktree Capital Management LP886,465 to 991,346 shares+$4.8m
Brevan Howard Capital Management LP165,000 to 258,000 shares+$4.2m
Discovery Capital Management LLC538,192 to 604,992 shares+$3.0m

Largest decreases, by shares

No manager on file sold part of it.

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Oaktree Capital Management LP	Q2 2015	$45m	$45m
Discovery Capital Management LLC	Q3 2013	$148m	$28m
Bridgewater Associates LP	Q2 2026	$15m	$15m
Brevan Howard Capital Management LP	Q4 2014	$80m	$12m
Soros Fund Management LLC	Q3 2013	$493m	last listed Q4 2015
Third Point LLC	Q1 2014	$204m	last listed Q3 2014
AllianceBernstein LP	Q2 2016	$191m	last listed Q2 2018
Wellington Management Group LLP	Q1 2014	$150m	last listed Q2 2019
Capital Research Global Investors	Q3 2014	$145m	last listed Q2 2018
Steadfast Capital Management LP	Q3 2014	$100m	last listed Q3 2014
Baupost Group LLC	Q3 2018	$93m	last listed Q4 2018
Capital World Investors	Q2 2013	$83m	last listed Q4 2013
Voloridge Investment Management LLC	Q2 2017	$68m	last listed Q2 2025
Arrowstreet Capital LP	Q4 2017	$42m	last listed Q4 2023

What YPF is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around YPF →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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