Aquamarine Financial (Cayman) Ltd

Fundamental concentrated ★Highest signal financials specialist (62%) CIK 2104187
League rank
#960
in Fundamental concentrated · #7333 overall
Long book
$1.37B
Q1 2026
Positions
17
Top-10 weight
99%
concentration
Last quarter
-0.7%
SPY +14.8%
Turnover
24%
of book per quarter

Strategy in plain words

auto-generated from filings

Aquamarine Financial (Cayman) Ltd is a concentrated fundamental stock-picker, specialised in financials (62% of the long book), running a $1.37B US long book across 17 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: BANCO BRADESCO-ADR, YPF S.A.-SPONSORED ADR, GRUPO FINANCIERO GALICIA-ADR, GERDAU SA -SPON ADR, BANCO SANTANDER BRASIL-ADS.

We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q3 2025
+23.0%
Q4 2025
+10.8%
Q1 2026
-0.7%

Sector allocation

Financials
46%
Healthcare
43%
Industrials
11%

Long book by quarter

$974.7M
Q3 2025
$1.23B
Q4 2025
$1.37B
Q1 2026

What does Aquamarine Financial own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NU NU HOLDINGS LTD/CAYMAN ISL-AFinancials1.0M$14.4M1.1%New
ORMP ORAMED PHARMACEUTICALS INCHealthcare2.1M$7.2M0.5%+7.1%
DRTS ALPHA TAU MEDICAL LTDHealthcare721.5K$5.1M0.4%New
INVZ INNOVIZ TECHNOLOGIES LTDIndustrials5.2M$3.3M0.2%+2820.4%
PLSM PULSENMORE LTDHealthcare338.5K$1.2M0.1%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202617$1.37B canonicalSEC ↗
Q4 202513F-HRJan 28, 202613$1.23B canonicalSEC ↗
Q3 202513F-HRJan 12, 202611$974.7M canonicalSEC ↗