Aquamarine Zurich Ag 13F annual report
Aquamarine Zurich Ag is an investment fund managing more than $263 million ran by David Jud. There are currently 13 companies in Mr. Jud’s portfolio. The largest investments include Berkshire Hathaway and American Express Co, together worth $124 million.
$263 million Assets Under Management (AUM)
As of 4th July 2024, Aquamarine Zurich Ag’s top holding is 140,630 shares of Berkshire Hathaway currently worth over $75.6 million and making up 28.8% of the portfolio value.
Relative to the number of outstanding shares of Berkshire Hathaway, Aquamarine Zurich Ag owns more than 0.2% of the company.
In addition, the fund holds 210,000 shares of American Express Co worth $48.6 million, whose value grew 29.1% in the past six months.
The third-largest holding is Bank America Corp worth $30.5 million and the next is Mastercard worth $29 million, with 65,750 shares owned.
Currently, Aquamarine Zurich Ag's portfolio is worth at least $263 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Aquamarine Zurich Ag
The Aquamarine Zurich Ag office and employees reside in Zurich, Switzerland. According to the last 13-F report filed with the SEC, David Jud serves as the COO/CFO at Aquamarine Zurich Ag.
Recent trades
In the most recent 13F filing, Aquamarine Zurich Ag revealed that it had opened a new position in Alpha Metallurgical Resour I and bought 8,000 shares worth $2.24 million.
One of the smallest hedge funds
The two most similar investment funds to Aquamarine Zurich Ag are Verde Servicos Internacionais S.A. and Hm Capital Management. They manage $263 million and $263 million respectively.
David Jud investment strategy
Aquamarine Zurich Ag’s portfolio is diversified across 6 sectors.
Currently, their heaviest sector is Finance — making up 58.3% of
the total portfolio value.
The fund focuses on investments in the United States as
53.8% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
46% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $308 billion.
The complete list of Aquamarine Zurich Ag trades based on 13F SEC filings
These positions were updated on July 11th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Berkshire Hathaway Inc. |
No change
140,630
|
$75,563,000 | 28.78% |
| American Express Co. |
No change
210,000
|
$48,626,000 | 18.52% |
| Bank America Corp |
No change
767,845
|
$30,537,000 | 11.63% |
| Mastercard Incorporated |
No change
65,750
|
$29,006,000 | 11.05% |
| Micron Technology Inc. |
No change
200,000
|
$26,306,000 | 10.02% |
| Ferrari N.V. |
No change
60,000
|
$24,471,000 | 9.32% |
| Moodys Corp |
No change
27,000
|
$11,365,000 | 4.33% |
| Daily Journal Corporation |
No change
11,500
|
$4,537,000 | 1.73% |
| Alibaba Group Hldg Ltd |
No change
47,500
|
$3,420,000 | 1.30% |
| Alphabet Inc |
No change
16,000
|
$2,914,000 | 1.11% |
| Seritage Growth Pptys |
No change
500,000
|
$2,335,000 | 0.89% |
| Alpha Metallurgical Resour I |
Opened
8,000
|
$2,244,000 | 0.85% |
| Arch Resources Inc |
Opened
8,100
|
$1,233,000 | 0.47% |
| No transactions found | |||
| Showing first 500 out of 13 holdings | |||
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