Aquamarine Financial (Cayman) Ltd

CIK
2104187
City
Grand Cayman
State / Country
E9

Top Portfolio Positions

15 positions · $1,320,791,432 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
BBD
Bank Bradesco
Financial Services
156,848,134 $572,495,689 43.34%
YPF
Ypf Sociedad Anonima
Energy
9,026,675 $417,212,918 31.59%
GGAL
Grupo Financiero Galicia Sa
Financial Services
2,360,982 $110,281,469 8.35%
GGB
Gerdau S.A.
Basic Materials
16,726,171 $60,381,477 4.57%
BSBR
Banco Santander (Brasil) S.A.
Financial Services
9,817,925 $58,220,295 4.41%
BMA
Macro Bank Inc.
Financial Services
532,490 $41,198,751 3.12%
BBAR
Banco BBVA Argentina S.A.
Financial Services
1,235,322 $19,839,271 1.50%
NU
Nu Holdings Ltd.
Financial Services
1,000,000 $14,370,000 1.09%
CSAN
Cosan S.A.
Energy
2,096,904 $8,639,244 0.65%
ORMP
Oramed Pharmaceuticals Inc.
Healthcare
2,112,312 $7,181,860 0.54%

Portfolio Trend

3 quarters · across all stocks

Holdings in CEPU

Export CSV

Shares Held

Position Value (USD)

3 of 3 shown
Report Date Value (USD) Shares
2026-03-31 $325,054 19,314
2025-12-31 $337,995 19,314
2025-09-30 $154,705 19,314