VR Advisory Services
VR Advisory Services reported 43 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are YPF (13.0%), AERO (8.6%) and KSPI (8.1%). Compared with Q1 2026, the fund opened new positions in AZUL, DVN and GLNG, added to AERO, AER and PUMP, trimmed KSPI, CORZ and MU and sold out of CTRA, PARR and ASBPW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  YPF Ypf Sociedad Anonima | $147M | 13.0% | 3.2M | No change | 8 of 8 | |
| 2 |  AERO Grupo Aeromexico Sab DE CV | $96.4M | 8.6% | 5.4M | +168K (+3%) | 3 of 8 | |
| 3 |  KSPI Kaspi KZ Jsc | $91M | 8.1% | 1M | −27K (−3%) | 8 of 8 | |
| 4 |  AZUL Azul Sa-Spon ADR | $79.6M | 7.1% | 8.9M | New position | 1 of 8 | |
| 5 |  AER Aercap Holdings NV | $65.1M | 5.8% | 447K | +62K (+16%) | 8 of 8 | |
| 6 |  PUMP Propetro Hldg Corp | $58.8M | 5.2% | 4.1M | +1.6M (+66%) | 6 of 8 | |
| 7 |  HEPS D Market Electr Svcs & Tradi | $56.4M | 5.0% | 19.4M | +2.9M (+18%) | 7 of 8 | |
| 8 |  LTH Life Time Group Holdings Inc | $49.9M | 4.4% | 1.2M | +42K (+4%) | 3 of 8 | |
| 9 |  IRS Irsa Inversiones Y Rep S A | $41.2M | 3.7% | 2.7M | No change | 8 of 8 | |
| 10 |  CORZ Core Scientific Inc New | $39.7M | 3.5% | 1.6M | −861K (−36%) | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →VR Advisory Services 13F FAQ
What does VR Advisory Services own?
VR Advisory Services reported 43 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are YPF (13.0%), AERO (8.6%) and KSPI (8.1%). The table above lists every position in the filing (the top 10 without an account).
What did VR Advisory Services buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 12 added to, 3 trimmed and 3 sold out. New positions include AZUL, DVN and GLNG. It sold all of CTRA, PARR and ASBPW.
When will VR Advisory Services file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is VR Advisory Services's portfolio worth?
The Q2 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.