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Aquamarine Zurich AG

13F filer · CIK 0001953324
Reported Jul 10, 2026
13F portfolio value$144MU.S. long equity reported on 13F
Positions70 new · 0 closed
Net flow last quarter$0Buys minus sells
Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 10, 20267 positions
BRK.BBerkshire Hathaway Inc$48.8M33.89%Not reportedNot reportedQ3 2022
BRK.ABerkshire Hathaway Inc$22.5M15.59%Not reportedNot reportedQ3 2022
AXPAmerican Express Co$22M15.26%0.01%Not reportedQ3 2022
MAMastercard Inc$20.5M14.26%0.00%Not reportedQ3 2022
MCOMoodys Corp$12.2M8.49%0.02%Not reportedQ3 2022
RACEFerrari N.V.$11.1M7.71%0.02%Not reportedQ3 2022
DJCODaily Journal Corp$6.91M4.80%0.83%Not reportedQ3 2022
Q1 2026Reported Apr 17, 20267 positions
BRK.BBerkshire Hathaway Inc$46.8M34.57%Not reportedNot reportedQ3 2022
BRK.ABerkshire Hathaway Inc$21.5M15.92%Not reportedNot reportedQ3 2022
MAMastercard Inc$20M14.77%0.00%Not reportedQ3 2022
AXPAmerican Express Co$19.7M14.53%0.01%Not reportedQ3 2022
MCOMoodys Corp$11.8M8.71%0.02%Not reportedQ3 2022
RACEFerrari N.V.$10M7.40%0.02%Not reportedQ3 2022
DJCODaily Journal Corp$5.55M4.10%0.83%Not reportedQ3 2022
Q4 2025Reported Jan 15, 20267 positions
BRK.BBerkshire Hathaway Inc$49.1M33.25%Not reported-30.6%Q3 2022
AXPAmerican Express Co$24M16.30%0.01%-69.1%Q3 2022
MAMastercard Inc$22.8M15.48%0.00%-39.2%Q3 2022
BRK.ABerkshire Hathaway Inc$22.6M15.35%Not reportedNot reportedQ3 2022
MCOMoodys Corp$13.8M9.35%0.02%Not reportedQ3 2022
RACEFerrari N.V.$9.56M6.48%0.02%-50.0%Q3 2022
DJCODaily Journal Corp$5.6M3.80%0.64%Not reportedQ3 2022
Q3 2025Reported Oct 20, 202514 positions
BRK.BBerkshire Hathaway Inc$70.7M22.27%Not reportedNot reportedQ3 2022
AXPAmerican Express Co$69.8M21.98%0.03%Not reportedQ3 2022
BACBank of America Corp$39.6M12.48%0.01%Not reportedQ3 2022
MAMastercard Inc$37.4M11.78%0.01%Not reportedQ3 2022
RACEFerrari N.V.$29M9.13%0.03%Not reportedQ3 2022
BRK.ABerkshire Hathaway Inc$22.6M7.13%Not reportedNot reportedQ3 2022
MUMicron Technology Inc$13.4M4.22%0.01%-60.0%Q3 2022
MCOMoodys Corp$12.9M4.05%0.02%Not reportedQ3 2022
BABAAlibaba Group Holding Ltd$8.49M2.68%0.00%Not reportedQ3 2022
DJCODaily Journal Corp$5.35M1.69%0.83%Not reportedQ3 2022
GOOGLAlphabet Inc.$3.89M1.23%0.00%Not reportedQ3 2022
SRGSeritage Growth Properties$2.13M0.67%Not reportedNot reportedQ3 2022
AMRAlpha Metallurgical Resources, Inc.$1.31M0.41%0.06%Not reportedQ2 2024
CNRCore Natural Resources, Inc.$897K0.28%0.02%Not reportedQ1 2025
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