Aquamarine Zurich AG
SuperinvestorAquamarine
- SEC CIK
- 0001953324
- Manager
- Guy Spier
- Style
- Value
Previously filed asAquamarine Capital Management, LLC
Holdings, Q2 2023
Positions as of Jun 30, 2023, filed Jul 13, 2023.SEC
- Positions
- 12
- 0 vs. Q1 2023
- Total value
- $209.76M
- +$16.4M (+8.5%) vs. Q1 2023
Compare with Q1 2023: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2023.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 140,600 | $47.95M | 22.86% | 00.0% | Unchanged | View |
| AXPAMERICAN EXPRESS CO COM | Stock | 210,000 | $36.58M | 17.44% | 00.0% | Unchanged | View |
| RACEFERRARI N V | COM | 80,000 | $26.14M | 12.46% | 00.0% | Unchanged | View |
| MAMASTERCARD INCORPORATED CL A | Stock | 65,750 | $25.86M | 12.33% | 00.0% | Unchanged | View |
| BACBANK OF AMER CORP COM | Stock | 767,845 | $22.03M | 10.50% | 00.0% | Unchanged | View |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 30 | $15.53M | 7.41% | 00.0% | Unchanged | View |
| MUMICRON TECHNOLOGY INC COM | Stock | 200,000 | $12.62M | 6.02% | 00.0% | Unchanged | View |
| MCOMOODYS CORP COM | Stock | 27,000 | $9.39M | 4.48% | 00.0% | Unchanged | View |
| SRGSERITAGE GROWTH PPTYS | CL A | 500,000 | $4.46M | 2.13% | 00.0% | Unchanged | View |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 47,500 | $3.96M | 1.89% | 00.0% | Unchanged | View |
| DJCODAILY JOURNAL CORP | COM | 11,500 | $3.33M | 1.59% | 00.0% | Unchanged | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 16,000 | $1.92M | 0.91% | 00.0% | Unchanged | View |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Jul 10, 2026 | 7 | $144.09M | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 17, 2026 | 7 | $135.3M | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 15, 2026 | 7 | $147.54M | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 20, 2025 | 14 | $317.37M | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 18, 2025Amended | 14 | $309.84M | vs. Q1 2025 | SEC |
| Q1 2025 | Jul 18, 2025Amended | 14 | $293.67M | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 24, 2025 | 14 | $287.61M | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 16, 2024 | 14 | $285.6M | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 11, 2024 | 14 | $262.56M | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 18, 2024 | 12 | $261.93M | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 1, 2024 | 12 | $228.74M | vs. Q3 2023 | SEC |
| Q3 2023 | Oct 12, 2023 | 12 | $202.85M | vs. Q2 2023 | SEC |
| Q2 2023 | Jul 13, 2023 | 12 | $209.76M | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 18, 2023 | 12 | $193.36M | vs. Q4 2022 | SEC |
| Q4 2022 | Jan 27, 2023 | 12 | $185.87M | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 8, 2022 | 12 | $164.36M | – | SEC |