Aquamarine
SuperinvestorAquamarine Zurich AG
- SEC CIK
- 0001953324
- Manager
- Guy Spier
- Style
- Value
- Latest filing
- Jul 10, 2026
Predecessor filersAquamarine Capital Management, LLC
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Apr 18, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 12
- 0 vs. Q4 2022
- Portfolio value
- $193.4M
- +$7.49M (+4.0%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 140,600 | $43.4M | 22.5% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 210,000 | $34.5M | 17.8% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,750 | $23.9M | 12.4% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 767,845 | $22.0M | 11.4% | 00.0% | Unchanged | History |
| RACEFerrari N.V. | COM | 80,000 | $21.6M | 11.2% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 30 | $14.0M | 7.2% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 200,000 | $12.1M | 6.2% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 27,000 | $8.26M | 4.3% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 47,500 | $4.85M | 2.5% | 00.0% | Unchanged | History |
| SRGSeritage Growth Properties | CL A | 500,000 | $3.94M | 2.0% | 00.0% | Unchanged | History |
| DJCODaily Journal Corp | COM | 11,500 | $3.28M | 1.7% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 16,000 | $1.66M | 0.9% | 00.0% | Unchanged | History |