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Aquamarine Financial (cayman) Ltd
institutioneller Anleger · Portfolio $1.81 Mrd. · 17 Positionen · Bericht zum 30.06.2026
Aktienpositionen Bericht für 30.06.2026, eingereicht am 12.08.2026; Veränderung – ggü. 31.03.2026 · 18
| Unternehmen | Aktien | Wert | % des Portfolios | Veränderung im Quartal |
|---|---|---|---|---|
| Banco Bradesco S.A. US:BBD | 186 948 134 | $649 Mio. | 35.83% | +30 100 000 |
| YPF Sociedad Anonima US:YPF | 12 444 948 | $566 Mio. | 31.24% | +3 418 273 |
| Grupo Financiero Galicia S.A… US:GGAL | 3 515 564 | $176 Mio. | 9.71% | +1 154 582 |
| NU HLDGS LTD CUSIP G6683N103 | 8 977 636 | $120 Mio. | 6.62% | +7 977 636 |
| Banco Macro SA B US:BMA | 842 490 | $78.0 Mio. | 4.31% | +310 000 |
| Gerdau S.A US:GGB | 16 726 171 | $67.6 Mio. | 3.73% | — |
| Banco Santander (Brasil) S.A… US:BSBR | 10 394 184 | $54.6 Mio. | 3.01% | +576 259 |
| BBVA Banco Frances SA US:BBAR | 1 701 078 | $33.4 Mio. | 1.84% | +465 756 |
| PAGAYA TECHNOLOGIES LTD CUSIP M7S64L123 | 1 771 209 | $32.3 Mio. | 1.78% | neu |
| Oramed Pharmaceuticals Inc. US:ORMP | 2 512 175 | $12.1 Mio. | 0.67% | +399 863 |
| ALPHA TAU MEDICAL LTD CUSIP M0740A108 | 721 501 | $9.08 Mio. | 0.50% | — |
| Cosan S.A. US:CSANY | 2 096 904 | $6.04 Mio. | 0.33% | — |
| INNOVIZ TECHNOLOGIES LTD CUSIP M5R635108 | 5 828 949 | $4.44 Mio. | 0.24% | +651 671 |
| PULSENMORE LTD CUSIP M8S7C5117 | 338 541 | $1.95 Mio. | 0.11% | — |
| Transportadora de Gas del Su… US:TGS | 29 696 | $883 Tsd. | 0.05% | — |
| Central Puerto S.A. US:CEPU | 19 314 | $287 Tsd. | 0.02% | — |
| VALENS SEMICONDUCTOR LTD CUSIP M9607U107 | 559 653 | $15.7 Tsd. | 0.00% | — |
| PROSHARES TR II CUSIP 74347Y797 | 0 (war 3 400 000) | — | — | verkauft |
In Unternehmen Unserer Datenbank 9
| Unternehmen | Anteil | Aktien | Berichtsdatum |
|---|---|---|---|
| Oramed Pharmaceuticals Inc. | 6.04% | 2 512 175 | 2026-06-30 |
| Pulsenmore Ltd. | 4.22% | 338 541 | 2026-06-30 |
| Banco Bradesco S.A. | 3.54% | 186 948 134 | 2026-06-30 |
| YPF Sociedad Anonima | 3.16% | 12 444 948 | 2026-06-30 |
| Innoviz Technologies | 2.72% | 5 828 949 | 2026-06-30 |
| Gerdau S.A | 1.33% | 16 726 171 | 2026-06-30 |
| Alpha Tau Medical Ltd | 1.04% | 721 501 | 2026-06-30 |
| Banco Santander (Brasil) S.A… | 0.71% | 10 394 184 | 2026-06-30 |
| Cosan S.A. | 0.21% | 2 096 904 | 2026-06-30 |
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