Aquamarine Financial (Cayman) Ltd
CIK 2104187
13F filing for Q2 2026・No. 1,754
- Holdings
- US$1.81B
- Quarter change
- +US$445.71M
- Entries
- 17
- Net bought (estimate)
- +US$471.59M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 1
- Cut 0
- Added 9
- Corporate actions 0
- Unchanged 7
Largest holdings
17 stocks worth US$1.81B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BANCO BRADESCO S ASP ADR PFD NEW | Added | 186,948,134 | US$649.02M | 35.83% |
| YPFYPF SOCIEDAD ANONIMASPON ADR CL D | Added | 12,444,948 | US$565.87M | 31.24% |
| GGALGRUPO FINANCIERO GALICIA S.ASPONSORED ADR | Added | 3,515,564 | US$175.88M | 9.71% |
| NUNU HLDGS LTDORD SHS CL A | Added | 8,977,636 | US$119.94M | 6.62% |
| BMABANCO MACRO S ASPON ADR B | Added | 842,490 | US$78.01M | 4.31% |
| GGBGERDAU SASPON ADR REP PFD | Unchanged | 16,726,171 | US$67.57M | 3.73% |
| BANCO SANTANDER BRASIL S AADS REP 1 UNIT | Added | 10,394,184 | US$54.57M | 3.01% |
| BANCO BBVA ARGENTINA S ASPONSORED ADS | Added | 1,701,078 | US$33.36M | 1.84% |
| PGYPAGAYA TECHNOLOGIES LTDCL A NEW | New | 1,771,209 | US$32.32M | 1.78% |
| ORAMED PHARMACEUTICALS INCCOM NEW | Added | 2,512,175 | US$12.08M | 0.67% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.