Aquamarine
SuperinvestorAquamarine Zurich AG
- SEC CIK
- 0001953324
- Manager
- Guy Spier
- Style
- Value
- Latest filing
- Jul 10, 2026
Predecessor filersAquamarine Capital Management, LLC
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 1, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 12
- 0 vs. Q3 2023
- Portfolio value
- $228.7M
- +$25.9M (+12.8%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 140,600 | $50.1M | 21.9% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 210,000 | $39.3M | 17.2% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,750 | $28.0M | 12.3% | 00.0% | Unchanged | History |
| RACEFerrari N.V. | COM | 80,000 | $27.0M | 11.8% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 767,845 | $25.9M | 11.3% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 200,000 | $17.1M | 7.5% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 30 | $16.3M | 7.1% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 27,000 | $10.5M | 4.6% | 00.0% | Unchanged | History |
| SRGSeritage Growth Properties | CL A | 500,000 | $4.67M | 2.0% | 00.0% | Unchanged | History |
| DJCODaily Journal Corp | COM | 11,500 | $3.92M | 1.7% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 47,500 | $3.68M | 1.6% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 16,000 | $2.23M | 1.0% | 00.0% | Unchanged | History |