13FBOX
Aquamarine Capital Management, LLC · 13F Holdings
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Aquamarine Capital Management, LLC

No.10693 Data as of 2022Q2
Latest AUM (Q2 2022)
$170.2M
QoQ Change Q1 2022
-$50.4M-22.9%
Holdings
12
New Buys
0
Adds
0
Reduces
0
Exits
1
Unchanged
12
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2022 ValueQ2 2022 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BERKSHIRE HATHAWAY INC DELBRK.B
22.55%22.49%$38.4M140,600$49.6M140,60000.00%Unchanged
AMERICAN EXPRESS COAXP
17.1%17.8%$29.1M210,000$39.3M210,00000.00%Unchanged
BBANK OF AMER CORPBAC
14.04%14.34%$23.9M767,845$31.7M767,84500.00%Unchanged
MASTERCARD INCORPORATEDMA
12.19%10.65%$20.7M65,750$23.5M65,75000.00%Unchanged
FERRARI N V COMRACE
8.63%7.97%$14.7M80,000$17.6M80,00000.00%Unchanged
BERKSHIRE HATHAWAY INC CL ABRK.A
7.21%7.19%$12.3M30$15.9M3000.00%Unchanged
MICRON TECHNOLOGY INCMU
6.49%7.06%$11.1M200,000$15.6M200,00000.00%Unchanged
MOODYS CORPMCO
4.31%4.13%$7.3M27,000$9.1M27,00000.00%Unchanged
ALIBABA GROUP HLDG LTDBABA
3.17%2.34%$5.4M47,500$5.2M47,50000.00%Unchanged
DAILY JOURNAL CORPDJCO
1.75%1.63%$3.0M11,500$3.6M11,50000.00%Unchanged
SSeritage Growth PropertiesSRG
1.53%2.87%$2.6M500,000$6.3M500,00000.00%Unchanged
ALPHABET INCGOOGL
1.02%1.01%$1.7M800$2.2M80000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow