Aquamarine Zurich AG

ZURICH, V8 · CIK 0001953324

Portfolio Value: $193.36M

Positions: 12

Period: 2023-03-31

Filed: 2023-04-18

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

Aquamarine Zurich AG Q1 2023 13F Filing Summary

Aquamarine Zurich AG (ZURICH, V8) reported a portfolio value of $193.36M across 12 positions in their Q1 2023 SEC 13F filing (period ending 2023-03-31). The top 10 positions account for 97.4% of the portfolio.

Top holdings: BRK/B$43.41M·AXP$34.45M·MA$23.89M·BAC$21.96M·RACE$21.62M

Holdings Heatmap

BRK/B22.5% · $43.41M AXP17.8% · $34.45M MA12.4%BAC11.4%RACE11.2%BRK/A7.2%

MU6.2% · $12.07M MCO4.3% · $8.26M BABA2.5%SRG2.0%DJCO1.7%GOOGL0.9%

Top 12 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BRK/BBERKSHIRE HATHAWAY INC DEL	$43.41M	140,600	22.45%	-
2	AXPAMERICAN EXPRESS CO	$34.45M	210,000	17.82%	-
3	MAMASTERCARD INCORPORATED	$23.89M	65,750	12.36%	-
4	BACBANK AMERICA CORP	$21.96M	767,845	11.36%	-
5	RACEFERRARI N V	$21.62M	80,000	11.18%	-
6	BRK/ABERKSHIRE HATHAWAY INC DEL	$13.97M	30	7.22%	-
7	MUMICRON TECHNOLOGY INC	$12.07M	200,000	6.24%	-
8	MCOMOODYS CORP	$8.26M	27,000	4.27%	-
9	BABAALIBABA GROUP HLDG LTD	$4.85M	47,500	2.51%	-
10	SRGSERITAGE GROWTH PPTYS	$3.94M	500,000	2.04%	-

Position Changes

No positions in this category.

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