Aquamarine Zurich AG

ZURICH, V8 · CIK 0001953324

Portfolio Value: $228.74M

Positions: 12

Period: 2023-12-31

Filed: 2024-02-01

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

Aquamarine Zurich AG Q4 2023 13F Filing Summary

Aquamarine Zurich AG (ZURICH, V8) reported a portfolio value of $228.74M across 12 positions in their Q4 2023 SEC 13F filing (period ending 2023-12-31). The top 10 positions account for 97.4% of the portfolio.

Top holdings: BRK/B$50.15M·AXP$39.34M·MA$28.04M·RACE$26.95M·BAC$25.85M

Holdings Heatmap

BRK/B21.9% · $50.15M AXP17.2% · $39.34M MA12.3%RACE11.8%BAC11.3%MU7.5%

BRK/A7.1% · $16.28M MCO4.6% · $10.54M SRG2.0%DJCO1.7%BABA1.6%GOOGL1.0%

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	$50.15M	140,600	21.92%	-
2	AXPAMERICAN EXPRESS CO	$39.34M	210,000	17.20%	-
3	MAMASTERCARD INCORPORATED	$28.04M	65,750	12.26%	-
4	RACEFERRARI N V	$26.95M	80,000	11.78%	-
5	BACBANK AMERICA CORP	$25.85M	767,845	11.30%	-
6	MUMICRON TECHNOLOGY INC	$17.07M	200,000	7.46%	-
7	BRK/ABERKSHIRE HATHAWAY INC DEL	$16.28M	30	7.12%	-
8	MCOMOODYS CORP	$10.54M	27,000	4.61%	-
9	SRGSERITAGE GROWTH PPTYS	$4.67M	500,000	2.04%	-
10	DJCODAILY JOURNAL CORP	$3.92M	11,500	1.71%	-

Position Changes

No positions in this category.

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