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Aquamarine Zurich Portfolio holdings

AUM $144M
1-Year Est. Return 5.41%
This Fund
S&P 500
This Quarter Est. Return
+6.65%
1 Year Est. Return
+5.41%
3 Year Est. Return
+74.8%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$144M
AUM Growth
+$8.79M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
7
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 87.49%
2 Consumer Discretionary 7.71%
3 Technology 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.06T
$48.8M 33.89%
97,600
– –
BRK.A icon
2
Berkshire Hathaway Class A
BRK.A
$1.06T
$22.5M 15.59%
30
– –
AXP icon
3
American Express
AXP
$224B
$22M 15.26%
65,000
– –
MA icon
4
Mastercard
MA
$503B
$20.5M 14.26%
40,000
– –
MCO icon
5
Moody's
MCO
$86.4B
$12.2M 8.49%
27,000
– –
RACE icon
6
Ferrari
RACE
$75.3B
$11.1M 7.71%
30,000
– –
DJCO icon
7
Daily Journal
DJCO
$847M
$6.91M 4.8%
11,500
– –

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Aquamarine Zurich's Q2 2026 Portfolio in Review

As of Q2 2026, Aquamarine Zurich held 7 positions worth $144M, up 6.5% from $135M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 0%. Aquamarine Zurich opened no new positions and made no exits, leaving the 7-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 87% of assets, down from 88% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Aquamarine Zurich's ten largest holdings make up 100% of its $144M portfolio in Q2 2026.
  • Aquamarine Zurich opened 0 new positions and closed 0 in Q2 2026.
  • Aquamarine Zurich's portfolio value rose 6.5% quarter-over-quarter to $144M.

Based on Aquamarine Zurich's 13F filing for Q2 2026, filed 10 Jul 2026.