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CIK: 0001953324
Total reported value
$144.1M
$144.1M
12 檔
134.6%
As reported in its official Q1 2024 Form 13F filing, Aquamarine Zurich AG's tracked investment portfolio stood at $144.1M with 12 total positions.
During Q1 2024, Aquamarine Zurich AG's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, AXP, MA) accounted for 134.6% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 22.57% | -0.68% | — | |
| 2 | AXP | American Express Co | Stock-Financials | 18.25% | +0.73% | — | |
| 3 | MA | Mastercard Inc - A | Stock-Financials | 12.09% | -0.51% | — | |
| 4 | BAC | Bank Of America CORP | Stock-Financials | 11.12% | — | — | |
| 5 | RACE | Ferrari N.V. | Stock-Consumer Disc | 9.99% | +0.31% | -25.00% | |
| 6 | MU | Micron Technology Inc | Stock-Tech | 9.00% | — | — | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 7.27% | -0.33% | — | |
| 8 | MCO | Moody's CORP | Stock-Financials | 4.05% | -0.22% | — | |
| 9 | SRG | Seritage Growth Prop- A | Stock-Other | 1.84% | — | — | |
| 10 | DJCO | Daily Journal CORP | Stock-Other | 1.59% | +0.70% | — | |
| 11 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.31% | — | — | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | — | — |
According to official SEC Form 13F filings, Aquamarine Zurich AG reported a total U.S. public equity portfolio value of $144.1M across 12 disclosed positions in Q1 2024.
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During Q1 2024, Aquamarine Zurich AG's top holdings by market value included BRK-B (22.6%)、AXP (18.3%)、MA (12.1%). The largest single position, BRK-B, represented 22.6% of total portfolio value.
In Q1 2024, Aquamarine Zurich AG made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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