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CIK: 0001953324
Total reported value
$144.1M
$144.1M
14 檔
155.1%
According to the latest 13F quarterly dataset, Aquamarine Zurich AG managed an equity portfolio of $144.1M at the end of Q1 2025, spanning 14 distinct U.S. exchange-listed positions.
Aquamarine Zurich AG executed strategic sector rebalancing during Q1 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 0 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 25.50% | -0.68% | — | |
| 2 | AXP | American Express Co | Stock-Financials | 19.24% | +0.73% | — | |
| 3 | MA | Mastercard Inc - A | Stock-Financials | 12.27% | -0.51% | — | |
| 4 | BAC | Bank Of America CORP | Stock-Financials | 10.91% | — | — | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 8.16% | -0.33% | — | |
| 6 | RACE | Ferrari N.V. | Stock-Consumer Disc | 8.01% | +0.31% | — | |
| 7 | MU | Micron Technology Inc | Stock-Tech | 5.92% | — | — | |
| 8 | MCO | Moody's CORP | Stock-Financials | 4.28% | -0.22% | — | |
| 9 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 2.14% | — | — | |
| 10 | DJCO | Daily Journal CORP | Stock-Other | 1.56% | +0.70% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | — | — | |
| 12 | SRG | Seritage Growth Prop- A | Stock-Other | 0.55% | — | — | |
| 13 | AMR | Alpha Metallurgical Resource | Stock-Other | 0.34% | — | — | |
| 14 | CNR | Core Natural Resources Inc | Stock-Energy | 0.28% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +3.3% | — | Unchanged |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | +1.1% | — | Unchanged |
| 3 | BABA | Alibaba Group Holding-sp Adr | +0.7% | — | Unchanged |
| 4 | CNR | Core Natural Resources Inc | +0.3% | NEW | New buy |
| 5 | MA | Mastercard Inc - A | +0.2% | — | Unchanged |
| 6 | MU | Micron Technology Inc | +0.1% | — | Unchanged |
| 7 | MCO | Moody's CORP | -0.2% | — | Unchanged |
| 8 | SRG | Seritage Growth Prop- A | -0.2% | — | Unchanged |
| 9 | GOOGL | Alphabet Inc-cl A | -0.2% | — | Unchanged |
| 10 | AMR | Alpha Metallurgical Resource | -0.2% | — | Unchanged |
| 11 | ARCH1USD | Arch Resources Inc | -0.4% | EXIT | Sold out |
| 12 | RACE | Ferrari N.V. | -0.6% | — | Unchanged |
| 13 | DJCO | Daily Journal CORP | -0.7% | — | Unchanged |
| 14 | BAC | Bank Of America CORP | -0.8% | — | Unchanged |
| 15 | AXP | American Express Co | -2.4% | — | Unchanged |
According to official SEC Form 13F filings, Aquamarine Zurich AG reported a total U.S. public equity portfolio value of $144.1M across 14 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, AXP, MA) accounted for 155.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
CNR
市值: $828.0K
Top Position Liquidated / Trimmed
ARCH1USD
前期市值: $1.1M
During Q1 2025, Aquamarine Zurich AG's top holdings by market value included BRK-B (25.5%)、AXP (19.2%)、MA (12.3%). The largest single position, BRK-B, represented 25.5% of total portfolio value.
In Q1 2025, Aquamarine Zurich AG made 2 total portfolio adjustments, initiating 1 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 1 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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