Aquamarine
SuperinvestorAquamarine Zurich AG
- SEC CIK
- 0001953324
- Manager
- Guy Spier
- Style
- Value
- Latest filing
- Jul 10, 2026
Predecessor filersAquamarine Capital Management, LLC
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Oct 12, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 12
- 0 vs. Q2 2023
- Portfolio value
- $202.8M
- −$6.91M (−3.3%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 140,600 | $49.3M | 24.3% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 210,000 | $31.3M | 15.4% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,750 | $26.0M | 12.8% | 00.0% | Unchanged | History |
| RACEFerrari N.V. | COM | 80,000 | $23.7M | 11.7% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 767,845 | $21.0M | 10.4% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 30 | $15.9M | 7.9% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 200,000 | $13.6M | 6.7% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 27,000 | $8.54M | 4.2% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 47,500 | $4.12M | 2.0% | 00.0% | Unchanged | History |
| SRGSeritage Growth Properties | CL A | 500,000 | $3.87M | 1.9% | 00.0% | Unchanged | History |
| DJCODaily Journal Corp | COM | 11,500 | $3.38M | 1.7% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 16,000 | $2.09M | 1.0% | 00.0% | Unchanged | History |