Equal-WT
WhaleScore 2.0
?
Aquamarine Zurich AG is based out of Zurich. Aquamarine Zurich AG is a registered investment advisory firm Their last reported 13F filing for Q2 2024 included $262,557,000 in managed 13F securities
and a top 10 holdings concentration of 96.68%. Aquamarine Zurich AG's largest holding is Berkshire Hathaway Inc Class B with shares held of 140,600. Whalewisdom has at least 40 13F filings, and 1 13D filings
2024-06-30
Top Buys (13F)
| Name | % Change |
|---|---|
| AMR Alpha Metallurgical | 0.85% |
| ARCH Arch Coal Inc | 0.47% |
2024-06-30
Top Sells (13F)
| Name | % Change |
|---|
2024-06-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| BRK.B Berkshire Hathaway I | 21.78% |
| AXP American Express Co | 18.52% |
| BAC Bank of America Corp | 11.63% |
| MA Mastercard Inc | 11.05% |
| MU Micron Technology, I | 10.02% |
2024-06-30
13F Activity
| Market Value | $263m, Prior: $262m |
| Inflows (Outflows) as % of Total MV | +1.3243% |
| New Purchases | 2 stocks |
| Added To | 0 stocks |
| Sold out of | 0 stocks |
| Reduced holdings in | 0 stocks |
| Top 10 Holdings % | 96.68% |
| Turnover %[1] | 14.29% |
| Turnover Alt %[2] | 0% |
| Time Held Top 20 | 6 quarters |
| Time Held Top 10 | 5.8 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.
2024-06-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-06-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-06-30