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Aquamarine

Superinvestor

Aquamarine Zurich AG

SEC CIK
0001953324
Manager
Guy Spier
Style
Value
Latest filing
Jul 10, 2026

Predecessor filersAquamarine Capital Management, LLC

MU holding history

Micron Technology Inc in every 13F filed by Aquamarine, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MU overviewAll 13F holders of MUFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q3 2022
Holdings of MU by Aquamarine, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−80,000−100.0%Sold outHolders
Q3 202580,000$13.4M4.2%−120,000−60.0%ReducedHolders
Q2 2025200,000$24.6M8.0%00.0%UnchangedHolders
Q1 2025200,000$17.4M5.9%00.0%UnchangedHolders
Q4 2024200,000$16.8M5.9%00.0%UnchangedHolders
Q3 2024200,000$20.7M7.3%00.0%UnchangedHolders
Q2 2024200,000$26.3M10.0%00.0%UnchangedHolders
Q1 2024200,000$23.6M9.0%00.0%UnchangedHolders
Q4 2023200,000$17.1M7.5%00.0%UnchangedHolders
Q3 2023200,000$13.6M6.7%00.0%UnchangedHolders
Q2 2023200,000$12.6M6.0%00.0%UnchangedHolders
Q1 2023200,000$12.1M6.2%00.0%UnchangedHolders
Q4 2022200,000$10.0M5.4%00.0%UnchangedHolders
Q3 2022200,000$10.0M6.1%–No prior filingHolders