|
JPM
|
US |
JPMORGAN CHASE & CO |
331,900 |
$80M |
5.40% |
100.0%
|
- |
|
GGAL
|
US |
GRUPO FINANCIERO GALICIA-ADR |
1,264,678 |
$79M |
5.35% |
-16.2%
|
- |
|
XOP
|
US |
SPDR S&P OIL & GAS EXP & PR |
573,000 |
$76M |
5.14% |
1290.8%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
333,300 |
$73M |
4.96% |
30.8%
|
- |
|
VIST
|
US |
VISTA ENERGY SAB DE CV |
1,320,566 |
$71M |
4.85% |
4.9%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
617,400 |
$66M |
4.50% |
100.0%
|
- |
|
NBIS
|
US |
NEBIUS GROUP NV |
1,947,976 |
$54M |
3.66% |
100.0%
|
- |
|
VST
|
US |
VISTRA CORP |
388,200 |
$54M |
3.63% |
5.8%
|
- |
|
GEO
|
US |
GEO GROUP INC/THE |
1,839,500 |
$51M |
3.49% |
375.2%
|
- |
|
BA
|
US |
BOEING CO/THE |
259,100 |
$46M |
3.11% |
100.0%
|
- |
|
GENI
|
US |
GENIUS SPORTS LTD |
5,245,605 |
$45M |
3.08% |
-2.2%
|
- |
|
CEG
|
US |
CONSTELLATION ENERGY |
166,200 |
$37M |
2.52% |
3.0%
|
- |
|
YPF
|
US |
YPF S.A.-SPONSORED ADR |
852,479 |
$36M |
2.46% |
14.4%
|
- |
|
TTWO
|
US |
TAKE-TWO INTERACTIVE SOFTWRE |
179,957 |
$33M |
2.25% |
-6.7%
|
- |
|
FBTC
|
US |
FIDELITY WISE ORIGIN BITCOIN |
403,500 |
$33M |
2.23% |
100.0%
|
- |
|
GPN
|
US |
GLOBAL PAYMENTS INC |
274,300 |
$31M |
2.08% |
100.0%
|
- |
|
TV
|
US |
GRUPO TELEVISA SA-SPON ADR |
17,536,831 |
$29M |
2.00% |
0.6%
|
- |
|
IBIT
|
US |
ISHARES BITCOIN TRUST ETF |
521,523 |
$28M |
1.88% |
-38.9%
|
- |
|
ADBE
|
US |
ADOBE INC |
61,500 |
$27M |
1.85% |
147.0%
|
- |
|
DFS
|
US |
DISCOVER FINANCIAL SERVICES |
140,900 |
$24M |
1.66% |
100.0%
|
- |