本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Aquamarine Capital Management, LLC (CIK 1404599) reported $170.2M across 12 reported positions in its SEC 13F filing for 2022-06-30. Largest positions: BRKB ($38.4M, 22.55%), AXP ($29.1M, 17.10%), BAC ($23.9M, 14.04%), MA ($20.7M, 12.19%), RACE ($14.7M, 8.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $38.4M | 22.55% | 140,600 | Hold |
| 2 | AXP | AMERICAN EXPRESS CO | $29.1M | 17.10% | 210,000 | Hold |
| 3 | BAC | BK OF AMERICA CORP | $23.9M | 14.04% | 767,845 | Hold |
| 4 | MA | MASTERCARD INCORPORATED | $20.7M | 12.19% | 65,750 | Hold |
| 5 | RACE | FERRARI N V | $14.7M | 8.63% | 80,000 | Hold |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $12.3M | 7.21% | 30 | Hold |
| 7 | MU | MICRON TECHNOLOGY INC | $11.1M | 6.49% | 200,000 | Hold |
| 8 | MCO | MOODYS CORP | $7.3M | 4.31% | 27,000 | Hold |
| 9 | BABA | ALIBABA GROUP HLDG LTD | $5.4M | 3.17% | 47,500 | Hold |
| 10 | DJCO | DAILY JOURNAL CORP | $3.0M | 1.75% | 11,500 | Hold |
| 11 | SRG | SERITAGE GROWTH PPTYS | $2.6M | 1.53% | 500,000 | Hold |
| 12 | GOOGL | ALPHABET INC | $1.7M | 1.02% | 800 | Hold |
| 13 | TWTR | TWITTER INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2022-06-30