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 2024
Holdings as of Mar 31, 2024, filed Apr 18, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 12
- 0 vs. Q4 2023
- Portfolio value
- $261.9M
- +$33.2M (+14.5%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 140,600 | $59.1M | 22.6% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 210,000 | $47.8M | 18.3% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,750 | $31.7M | 12.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 767,845 | $29.1M | 11.1% | 00.0% | Unchanged | History |
| RACEFerrari N.V. | COM | 60,000 | $26.2M | 10.0% | −20,000−25.0% | Reduced | History |
| MUMicron Technology Inc | Stock | 200,000 | $23.6M | 9.0% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 30 | $19.0M | 7.3% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 27,000 | $10.6M | 4.1% | 00.0% | Unchanged | History |
| SRGSeritage Growth Properties | CL A | 500,000 | $4.83M | 1.8% | 00.0% | Unchanged | History |
| DJCODaily Journal Corp | COM | 11,500 | $4.16M | 1.6% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 47,500 | $3.44M | 1.3% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 16,000 | $2.42M | 0.9% | 00.0% | Unchanged | History |