Aquamarine Zurich AG Long-Term Concentrated

Location: Zurich, Switzerland

CIK: 0001953324 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Jul 18, 2025

Total Value: $294M

Holdings (14)

BRK/B BERKSHIRE HATHAWAY INC DEL 25.5%

Value $74.88M Shares 140,600 Est. Cost $284.56 Unrealized +70.8%

AXP AMERICAN EXPRESS CO 19.2%

Value $56.5M Shares 210,000 Est. Cost $144.95 Unrealized +101.8%

MA MASTERCARD INCORPORATED 12.3%

Value $36.04M Shares 65,750 Est. Cost $325.17 Unrealized +66.7%

BAC BANK AMERICA CORP 10.9%

Value $32.04M Shares 767,845 Est. Cost $30.59 Unrealized +42.6%

BRK/A BERKSHIRE HATHAWAY INC DEL 8.2%

Value $23.95M Shares 30 Est. Cost $428128.38 Unrealized +70.4%

RACE FERRARI N V 8.0%

Value $23.53M Shares 60,000 Est. Cost $199.38 Unrealized +125.5%

MU MICRON TECHNOLOGY INC 5.9%

Value $17.38M Shares 200,000 Est. Cost $56.91 Unrealized +68.2%

MCO MOODYS CORP 4.3%

Value $12.57M Shares 27,000 Est. Cost $282.31 Unrealized +69.5%

BABA ALIBABA GROUP HLDG LTD 2.1%

Value $6.281M Shares 47,500 Est. Cost $80.00 Unrealized —

DJCO DAILY JOURNAL CORP 1.6%

Value $4.574M Shares 11,500 Est. Cost $264.01 Unrealized +63.8%

GOOGL ALPHABET INC 0.8%

Value $2.474M Shares 16,000 Est. Cost $95.11 Unrealized +90.0%

SRG SERITAGE GROWTH PPTYS 0.5%

Value $1.615M Shares 500,000 Est. Cost $11.44 Unrealized -68.0%

AMR ALPHA METALLURGICAL RESOUR I 0.3%

Value $1.002M Shares 8,000 Est. Cost $309.65 Unrealized -47.4%

CNR CORE NATURAL RESOURCES INC 0.3%

Value $828K Shares 10,740 Est. Cost $84.05 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY INC DEL	140,600	$74.88M	25.5%	$284.56	+70.8%	—	084670702
AXP	AMERICAN EXPRESS CO	210,000	$56.5M	19.2%	$144.95	+101.8%	—	025816109
MA	MASTERCARD INCORPORATED	65,750	$36.04M	12.3%	$325.17	+66.7%	—	57636Q104
BAC	BANK AMERICA CORP	767,845	$32.04M	10.9%	$30.59	+42.6%	—	060505104
BRK/A	BERKSHIRE HATHAWAY INC DEL	30	$23.95M	8.2%	$428128.38	+70.4%	—	084670108
RACE	FERRARI N V	60,000	$23.53M	8.0%	$199.38	+125.5%	—	N3167Y103
MU	MICRON TECHNOLOGY INC	200,000	$17.38M	5.9%	$56.91	+68.2%	—	595112103
MCO	MOODYS CORP	27,000	$12.57M	4.3%	$282.31	+69.5%	—	615369105
BABA	ALIBABA GROUP HLDG LTD	47,500	$6.281M	2.1%	$80.00	—	—	01609W102
DJCO	DAILY JOURNAL CORP	11,500	$4.574M	1.6%	$264.01	+63.8%	—	233912104
GOOGL	ALPHABET INC	16,000	$2.474M	0.8%	$95.11	+90.0%	—	02079K305
SRG	SERITAGE GROWTH PPTYS	500,000	$1.615M	0.5%	$11.44	-68.0%	—	81752R100
AMR	ALPHA METALLURGICAL RESOUR I	8,000	$1.002M	0.3%	$309.65	-47.4%	—	020764106
CNR	CORE NATURAL RESOURCES INC	10,740	$828K	0.3%	$84.05	0.0%	—	218937100