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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
+8.08%
1 Year Est. Return
+5.41%
3 Year Est. Return
+74.8%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$310M
AUM Growth
+$16.2M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
98.06%
Holding
14
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 78.74%
2 Consumer Discretionary 9.8%
3 Technology 9.52%
4 Communication Services 0.91%
5 Real Estate 0.5%
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
$68.3M 22.04%
140,600
– –
AXP icon
2
American Express
AXP
$224B
$67M 21.62%
210,000
– –
MA icon
3
Mastercard
MA
$503B
$36.9M 11.92%
65,750
– –
BAC icon
4
Bank of America
BAC
$433B
$36.3M 11.73%
767,845
– –
RACE icon
5
Ferrari
RACE
$75.3B
$25M 8.06%
60,000
– –
MU icon
6
Micron Technology
MU
$1.1T
$24.6M 7.96%
200,000
– –
BRK.A icon
7
Berkshire Hathaway Class A
BRK.A
$1.06T
$21.9M 7.06%
30
– –
MCO icon
8
Moody's
MCO
$86.4B
$13.5M 4.37%
27,000
– –
BABA icon
9
Alibaba
BABA
$313B
$5.39M 1.74%
47,500
– –
DJCO icon
10
Daily Journal
DJCO
$847M
$4.86M 1.57%
11,500
– –
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.17T
$2.82M 0.91%
16,000
– –
SRG
12
Seritage Growth Properties
SRG
$119M
$1.54M 0.5%
500,000
– –
AMR icon
13
Alpha Metallurgical Resources
AMR
$2.46B
$900K 0.29%
8,000
– –
CNR
14
Core Natural Resources Inc
CNR
$4.65B
$749K 0.24%
10,740
– –

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Aquamarine Zurich's Q2 2025 Portfolio in Review

As of Q2 2025, Aquamarine Zurich held 14 positions worth $310M, up 5.5% from $294M the previous quarter. Its ten largest holdings account for 98% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 0%. Aquamarine Zurich opened no new positions and made no exits, leaving the 14-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 79% of assets, down from 80% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Aquamarine Zurich's ten largest holdings make up 98% of its $310M portfolio in Q2 2025.
  • Aquamarine Zurich opened 0 new positions and closed 0 in Q2 2025.
  • Aquamarine Zurich's portfolio value rose 5.5% quarter-over-quarter to $310M.

Based on Aquamarine Zurich's 13F filing for Q2 2025, filed 16 Jul 2025.