Aquamarine Financial (Cayman) Ltd: 13F holdings
CIK 21041872026Q2
| Positions | 17 |
|---|
| Reported value | $1.8bn |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 17 (+0 vs prior quarter) |
|---|
| Reported value | $1.8bn (+32.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BBD BANCO BRADESCO S A | 186,948,134 | $649.0m | 35.8% |
| YPF YPF SOCIEDAD ANONIMA | 12,444,948 | $565.9m | 31.2% |
| GGAL GRUPO FINANCIERO GALICIA S.A | 3,515,564 | $175.9m | 9.7% |
| NU HLDGS LTD | 8,977,636 | $119.9m | 6.6% |
| BMA BANCO MACRO S A | 842,490 | $78.0m | 4.3% |
| GGB GERDAU SA | 16,726,171 | $67.6m | 3.7% |
| BSBR BANCO SANTANDER BRASIL S A | 10,394,184 | $54.6m | 3.0% |
| BBAR BANCO BBVA ARGENTINA S A | 1,701,078 | $33.4m | 1.8% |
| PGY PAGAYA TECHNOLOGIES LTD | 1,771,209 | $32.3m | 1.8% |
| ORMP ORAMED PHARMACEUTICALS INC | 2,512,175 | $12.1m | 0.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2104187")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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