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AQUAMARINE ZURICH AG

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ZURICH V8 Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Aquamarine Zurich AG is based out of Zurich. Aquamarine Zurich AG is a registered investment advisory firm Their last reported 13F filing for Q1 2024 included $261,934,000 in managed 13F securities and a top 10 holdings concentration of 97.77%. Aquamarine Zurich AG's largest holding is Berkshire Hathaway Inc Class B with shares held of 140,600. Whalewisdom has at least 39 13F filings, and 1 13D filings

2024-03-31

Top Buys (13F)

Name % Change

2024-03-31

Top Sells (13F)

Name % Change
RACE Ferrari N.V. 1.8%

2024-03-31

13F Holdings Summary

Name $ Change
BRK.B Berkshire Hathaway I 22.57%
AXP American Express Co 18.25%
MA Mastercard Inc 12.09%
BAC Bank of America Corp 11.12%
RACE Ferrari N.V. 9.99%

2024-03-31

13F Activity

Market Value $262m, Prior: $229m
Inflows (Outflows) as % of Total MV (-3.3285)%
New Purchases 0 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 1 stocks
Top 10 Holdings % 97.77%
Turnover %[1] 0%
Turnover Alt %[2] 0%
Time Held Top 20 6 quarters
Time Held Top 10 5.5 quarters
Time Held All 6 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance