ABS Investment Management LLC 13F Holdings Analysis

Stock	Portfolio %	Prev Q %	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Shares Change	Action
PAMPA ENERGIA S APAM	7.18%	—	$8.3M	77,660	$0	+77,660	New Buy
Pdd Holdings Inc ADRPDD	5.67%	—	$6.5M	85,772	$0	+85,772	New Buy
CEMEX SAB DE CVCX	5.59%	—	$6.4M	536,100	$0	+536,100	New Buy
FOMENTO ECONOMICO MEXICANO SFMX	5.37%	—	$6.2M	48,250	$0	+48,250	New Buy
FLYWIRE CORPORATIONFLYW	5.35%	—	$6.1M	350,000	$0	+350,000	New Buy
SEMPRA COMSRE	4.67%	—	$5.4M	50,093	$0	+50,093	New Buy
KKASPI KZ JSCKSPI	3.82%	—	$4.4M	50,458	$0	+50,458	New Buy
MERCADOLIBRE INC COMMELI	3.25%	—	$3.7M	3,695	$0	+3,695	New Buy
TTRANSPORTADORA DE GAS SURTGS	3.23%	—	$3.7M	124,861	$0	+124,861	New Buy
GGRUPO AEROPORTUNARIO DEL PACPAC	3.04%	—	$3.5M	13,800	$0	+13,800	New Buy
GRIFFON CORPGFF	2.97%	—	$3.4M	35,000	$0	+35,000	New Buy
GGRUPO FINANCIERO GALICIA S.AGGAL	2.95%	—	$3.4M	67,845	$0	+67,845	New Buy
TTelecom Argentina S A Sponsored ADR Repstg 5 CL B Ord SHSTEO	2.64%	—	$3.0M	233,278	$0	+233,278	New Buy
PAR TECHNOLOGY CORPPAR	2.27%	—	$2.6M	150,000	$0	+150,000	New Buy
UNITED PARKS & RESORTS INCPRKS	2.08%	—	$2.4M	50,000	$0	+50,000	New Buy
BBANCO MACRO S ABMA	1.97%	—	$2.3M	24,500	$0	+24,500	New Buy
SOTERA HEALTH COSHC	1.93%	—	$2.2M	125,000	$0	+125,000	New Buy
CHOICE HOTELS INTL INCCHH	1.92%	—	$2.2M	20,000	$0	+20,000	New Buy
FFIVE9 INCFIVN	1.85%	—	$2.1M	100,000	$0	+100,000	New Buy
MICRON TECHNOLOGY INCMU	1.75%	—	$2.0M	2,309	$0	+2,309	New Buy
GGRUPO AEROPORTUARIO DEL SUREASR	1.73%	—	$2.0M	6,500	$0	+6,500	New Buy
VISTA ENERGY S.A.B. DE C.V.VIST	1.72%	—	$2.0M	31,100	$0	+31,100	New Buy
STRIDE INCLRN	1.5%	—	$1.7M	20,000	$0	+20,000	New Buy
FULL TRUCK ALLIANCE CO LTDYMM	1.43%	—	$1.6M	202,072	$0	+202,072	New Buy
CCIA DE MINAS BUENAVENTUR-ADR (US)BVN	1.35%	—	$1.6M	53,200	$0	+53,200	New Buy
LLOMA NEGRA C I A S A MTN 14LOMA	1.32%	—	$1.5M	133,100	$0	+133,100	New Buy
TTELADOC HEALTH INC COMTDOC	1.32%	—	$1.5M	178,438	$0	+178,438	New Buy
ELI LILLY & COLLY	1.25%	—	$1.4M	1,199	$0	+1,199	New Buy
CENTERSPACECSR	1.22%	—	$1.4M	25,000	$0	+25,000	New Buy
GRUPO AEROPORTUARIO DEL CENTOMAB	1.22%	—	$1.4M	12,400	$0	+12,400	New Buy
APPLIED MATLS INCAMAT	1.17%	—	$1.3M	1,446	$0	+1,446	New Buy
XXPONENTIAL FITNESS INC COM CL AXPOF	1.17%	—	$1.3M	193,730	$0	+193,730	New Buy
BANCO SANTANDER CHILE NEWBSAC	1.15%	—	$1.3M	40,000	$0	+40,000	New Buy
RRACKSPACE TECHNOLOGY INCRXT	1.14%	—	$1.3M	200,000	$0	+200,000	New Buy
BBANCO BRADESCO S A SPBBD	1.1%	—	$1.3M	366,000	$0	+366,000	New Buy
VESTA REAL ESTATE CORPVTMX	0.91%	—	$1.0M	30,400	$0	+30,400	New Buy
WESTERN DIGITAL CORPWDC	0.71%	—	$816,003	1,277	$0	+1,277	New Buy
BANCO DE CHILEBCH	0.65%	—	$748,760	18,832	$0	+18,832	New Buy
EURONET WORLDWIDE INCEEFT	0.64%	—	$731,900	10,000	$0	+10,000	New Buy
META PLATFORMS INCMETA	0.55%	—	$634,501	1,127	$0	+1,127	New Buy
QUANTA SVCS INCPWR	0.5%	—	$576,032	720	$0	+720	New Buy
CIENA CORPCIEN	0.42%	—	$481,671	981	$0	+981	New Buy
TTERADYNE INCTER	0.41%	—	$468,512	968	$0	+968	New Buy
AASTERA LABS INCALAB	0.41%	—	$466,578	966	$0	+966	New Buy
EEMBRAER S.A.FGM	0.34%	—	$395,560	6,200	$0	+6,200	New Buy
LAM RESEARCH CORPLRCX	0.33%	—	$375,411	867	$0	+867	New Buy
COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH	0.31%	—	$360,189	9,300	$0	+9,300	New Buy
AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHSAMX	0.29%	—	$337,870	13,000	$0	+13,000	New Buy
INTUITIVE SURGICAL INCISRG	0.28%	—	$316,410	795	$0	+795	New Buy
COHERENT CORPCOHR	0.27%	—	$310,866	789	$0	+789	New Buy

ABS Investment Management LLC

🧭 Institutional Sector Flow Heatmap