Aquamarine Financial (Cayman) Ltd
Grand Cayman E9 · SEC CIK 0002104187
$13.66亿2026Q1 申报市值
17持仓数
98.7%前十大占比 · 第一大 43.1%
4 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BBD 加仓+$3,069.18万
PROSHARES TR II 新建仓+$2,828.80万
NU 新建仓+$1,437.00万
GGAL 加仓+$1,259.27万
ALPHA TAU MEDICA 新建仓+$510.10万
2026Q1 卖出最多 按季末市值估算
YPF 减仓-$6,775.31万
GGB 减仓-$1,010.80万
BMA 减仓-$247.67万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | VALENS SEMICONDUCTOR LTD | $1.46万 | 0.00% | 559,653 | 0 | 0.0% | — | 不变 |
| — | CENTRAL PUERTO S A | $32.51万 | 0.02% | 19,314 | 0 | 0.0% | — | 不变 |
| TGS | TRANSPORTADORA DE GAS DEL SU | $102.78万 | 0.08% | 29,696 | 0 | 0.0% | — | 不变 |
| — | PULSENMORE LTD | $117.87万 | 0.09% | 338,541 | 338,541 | — | $117.87万 | 新建仓 |
| — | INNOVIZ TECHNOLOGIES LTD | $327.46万 | 0.24% | 5,177,278 | 5,000,000 | 2,820.4% | $316.25万 | 加仓 |
| — | ALPHA TAU MEDICAL LTD | $510.10万 | 0.37% | 721,501 | 721,501 | — | $510.10万 | 新建仓 |
| — | ORAMED PHARMACEUTICALS INC | $718.19万 | 0.53% | 2,112,312 | 139,255 | 7.1% | $47.35万 | 加仓 |
| — | COSAN S A | $863.92万 | 0.63% | 2,096,904 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $1,437.00万 | 1.05% | 1,000,000 | 1,000,000 | — | $1,437.00万 | 新建仓 |
| BBAR | BANCO BBVA ARGENTINA S A | $1,983.93万 | 1.45% | 1,235,322 | 94,017 | 8.2% | $150.99万 | 加仓 |
| — | PROSHARES TR II | $2,828.80万 | 2.07% | 3,400,000 | 3,400,000 | — | $2,828.80万 | 新建仓 |
| BMA | BANCO MACRO SA | $4,119.88万 | 3.02% | 532,490 | -32,011 | -5.7% | -$247.67万 | 减仓 |
| BSBR | BANCO SANTANDER BRASIL S A | $5,822.03万 | 4.26% | 9,817,925 | 47,603 | 0.5% | $28.23万 | 加仓 |
| GGB | GERDAU SA | $6,038.15万 | 4.42% | 16,726,171 | -2,800,000 | -14.3% | -$1,010.80万 | 减仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $1.11亿 | 8.10% | 2,360,982 | 268,673 | 12.8% | $1,259.27万 | 加仓 |
| YPF | YPF SOCIEDAD ANONIMA | $4.17亿 | 30.55% | 9,026,675 | -1,465,882 | -14.0% | -$6,775.31万 | 减仓 |
| BBD | BANCO BRADESCO S A | $5.89亿 | 43.11% | 156,848,134 | 8,177,336 | 5.5% | $3,069.18万 | 加仓 |