SEC 13F Intelligence

Managers / Q1 2026

Aquamarine Financial (Cayman) Ltd

CIK 0002104187 · C/O ZEDRA FUND ADMINISTR. (CAYMAN) LTD, 23 LIME TREE BAY AVENUE, GRAND CAYMAN, KY1-1002 · (345) 947-3358

Reported Value
$1.4B
Q1 2026
Positions
17
Filings on Record
3
2019–present window
Filed
May 15, 2026
original filing

Summary

Aquamarine Financial (Cayman) Ltd reported $1.4B in U.S.-listed holdings across 17 positions for Q1 2026.

The portfolio is heavily concentrated: BBD alone accounts for 43.1% of reported value.

Compared with Q4 2025, the fund opened 4 new positions and exited 0.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $1.2BQ4 ’25Q1 ’26: $1.4BQ1 ’26filingsflow.com

Portfolio Composition

By security type
ADR: 95.6%ETP: 2.1%Other: 1.8%Common Stock: 0.5%
  • ADR · 95.6% · $1.3B
  • ETP · 2.1% · $28M
  • Other · 1.8% · $24M
  • Common Stock · 0.5% · $7M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.4B17May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.2B13Jan 28, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.