VR ADVISORY SERVICES LTD

PrivateCIK: 1348145
Location

CAMANA BAY, GRAND CAYMAN, E9

43
Positions
$1.13B
Total AUM (reported)
77.20M
Total Shares

Allocation by class

TOTAL AUM$1.13B43 positions
SPONSORED ADS$378.31M33.6%
COM$234.34M20.8%
SPON ADR CL D$146.93M13.0%
SHS$121.46M10.8%
COMMON STOCK$49.89M4.4%
SPON GDS ECH 10$41.23M3.7%
COM NEW$29.64M2.6%

Portfolio Concentration

Top 329.7%4–1034.7%11–2533.4%Rest2.3%TOP 1064.3%0%100%
Top 3$334.30M29.7%
4–10$390.76M34.7%
11–25$376.86M33.4%
Rest$25.44M2.3%

Top 3 weight

29.7%

Top 10 weight

64.3%

Voting Authority Distribution

Total shares with voting rights: 77.20M

Sole

Full voting authority

77.20M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole43
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings43
Rows:

YPF SOCIEDAD ANONIMA

SOLE
SPON ADR CL D
Shares3.23M
TypeSH
Market value$146.93M
13.03%
Sole
3.23M
Shared
0.00
None
0.00

GRUPO AEROMEXICO SAB DE CV

SOLE
SPONSORED ADS
Shares5.36M
TypeSH
Market value$96.39M
8.55%
Sole
5.36M
Shared
0.00
None
0.00

KASPI KZ JSC

SOLE
SPONSORED ADS
Shares1.05M
TypeSH
Market value$90.97M
8.07%
Sole
1.05M
Shared
0.00
None
0.00

AZUL S A

SOLE
SPONSORED ADS
Shares8.85M
TypeSH
Market value$79.60M
7.06%
Sole
8.85M
Shared
0.00
None
0.00

AERCAP HOLDINGS NV

SOLE
SHS
Shares446.79K
TypeSH
Market value$65.13M
5.78%
Sole
446.79K
Shared
0.00
None
0.00

PROPETRO HLDG CORP

SOLE
COM
Shares4.10M
TypeSH
Market value$58.76M
5.21%
Sole
4.10M
Shared
0.00
None
0.00

D MARKET ELECTR SVCS & TRADI

SOLE
SPONSORED ADS
Shares19.39M
TypeSH
Market value$56.43M
5.01%
Sole
19.39M
Shared
0.00
None
0.00

LIFE TIME GROUP HOLDINGS INC

SOLE
COMMON STOCK
Shares1.22M
TypeSH
Market value$49.89M
4.43%
Sole
1.22M
Shared
0.00
None
0.00

IRSA INVERSIONES Y REP S A

SOLE
SPON GDS ECH 10
Shares2.67M
TypeSH
Market value$41.23M
3.66%
Sole
2.67M
Shared
0.00
None
0.00

CORE SCIENTIFIC INC NEW

SOLE
COM
Shares1.55M
TypeSH
Market value$39.72M
3.52%
Sole
1.55M
Shared
0.00
None
0.00

DEVON ENERGY CORP NEW

SOLE
COM
Shares952.57K
TypeSH
Market value$39.36M
3.49%
Sole
952.57K
Shared
0.00
None
0.00

LULULEMON ATHLETICA INC

SOLE
COM
Shares309.40K
TypeSH
Market value$35.33M
3.13%
Sole
309.40K
Shared
0.00
None
0.00

GOLAR LNG LTD

SOLE
SHS
Shares682.49K
TypeSH
Market value$34.02M
3.02%
Sole
682.49K
Shared
0.00
None
0.00

USA TODAY CO INC

SOLE
COM
Shares3.70M
TypeSH
Market value$31.62M
2.80%
Sole
3.70M
Shared
0.00
None
0.00

VEON LTD

SOLE
SPONSORED ADS
Shares601.21K
TypeSH
Market value$31.39M
2.78%
Sole
601.21K
Shared
0.00
None
0.00

TELEPHONE & DATA SYS INC

SOLE
COM NEW
Shares800.90K
TypeSH
Market value$29.64M
2.63%
Sole
800.90K
Shared
0.00
None
0.00

KYIVSTAR GROUP LTD

SOLE
ORD SHS
Shares1.67M
TypeSH
Market value$26.94M
2.39%
Sole
1.67M
Shared
0.00
None
0.00

NU HLDGS LTD

SOLE
ORD SHS CL A
Shares1.99M
TypeSH
Market value$26.64M
2.36%
Sole
1.99M
Shared
0.00
None
0.00

VISTA ENERGY S.A.B. DE C.V.

SOLE
SPONSORED ADS
Shares368.65K
TypeSH
Market value$23.52M
2.09%
Sole
368.65K
Shared
0.00
None
0.00

SERVICE PPTYS TR

SOLE
COM SH BEN INT
Shares12.13M
TypeSH
Market value$20.50M
1.82%
Sole
12.13M
Shared
0.00
None
0.00

PAMPA ENERGIA SA

SOLE
SPONS ADR LVL I
Shares232.14K
TypeSH
Market value$19.07M
1.69%
Sole
232.14K
Shared
0.00
None
0.00

OKEANIS ECO TANKERS COR

SOLE
SHS
Shares343.73K
TypeSH
Market value$17.23M
1.53%
Sole
343.73K
Shared
0.00
None
0.00

GEOPARK LTD

SOLE
USD SHS
Shares1.89M
TypeSH
Market value$17.21M
1.53%
Sole
1.89M
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares10.75K
TypeSH
Market value$12.41M
1.10%
Sole
10.75K
Shared
0.00
None
0.00

CF INDUSTRIES HOLD

SOLE
COM
Shares110.78K
TypeSH
Market value$11.99M
1.06%
Sole
110.78K
Shared
0.00
None
0.00
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