account_balance
Investment manager · 13F filer · SEC CIK 2104187
Aquamarine Financial (Cayman) Ltd
Reported value$1.81Bas of Jun 30, 2026
Positions17 1 new, 1 sold out
Top 10 weight99%BBD alone is 36%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BBD
Banco Bradesco S A
35.8%Added
YPF
Ypf Sociedad Anonima
31.2%Added
GGAL
Grupo Financiero Galicia S.a
9.7%Added
NU
Nu Hldgs Ltd
6.6%Added
BMA
Banco Macro S A
4.3%Added
GGB
Gerdau SA
3.7%
BSBR
Banco Santander Brasil S A
3.0%Added
BBAR
Banco Bbva Argentina S A
1.8%Added
PGY
Pagaya Technologies Ltd
1.8%New
ORMP
0.7%
7 others
1.3%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed