account_balance
Investment manager · 13F filer · SEC CIK 1729347
ABS Direct Equity Fund LLC
Reported value$159Mas of Jun 30, 2026
Positions111 42 new, 40 sold out
Top 10 weight40.4%PDD alone is 9%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PDDPDD Holdings Inc.
9.0%Added +13%
PAMPampa Energy Inc.
5.2%Added +5%
KSPIJoint Stock Co Kaspi.kz
4.2%Trimmed −33%
CXCemex SAB de CV
4.0%Trimmed −22%
FMXMexican Economic Development Inc
3.9%Trimmed −26%
FLYWFlywire Corp
3.9%
SRESempra
3.4%Added +100%
MELIMercadoLibre Inc
2.3%Added +27%
TGSGas Transporter of the South Inc
2.3%Added +69%
PACPacific Airport Group
2.2%−7%
GFFGriffon Corp
2.1%
GGALGrupo Financiero Galicia SA
2.1%New
PDDPDD Holdings Inc.
9.0%Added +13%
PAMPampa Energy Inc.
5.2%+5%
KSPIJoint Stock Co Kaspi.kz
4.2%−33%
CXCemex SAB de CV
4.0%−22%
FMXMexican Economic Development Inc
3.9%−26%
FLYWFlywire Corp
3.9%
SRESempra
3.4%
MELIMercadoLibre Inc
2.3%
TGSGas Transporter of the South Inc
2.3%
PAC2.2%GFF2.1%GGAL2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PDD PDD Holdings Inc. 9.0% Added +13%PAM Pampa Energy Inc. 5.2% Added +5%KSPI Joint Stock Co Kaspi.kz 4.2% Trimmed −33%CX Cemex SAB de CV 4.0% Trimmed −22%FMX Mexican Economic Development Inc 3.9% Trimmed −26%FLYW Flywire Corp 3.9% HeldSRE Sempra 3.4% Added +100%MELI MercadoLibre Inc 2.3% Added +27%TGS Gas Transporter of the South Inc 2.3% Added +69%PAC Pacific Airport Group 2.2% Trimmed −7%GFF Griffon Corp 2.1% Trimmed −12%GGAL Grupo Financiero Galicia SA 2.1% New
What changed
Biggest moves since Mar 31, 2026
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