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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
–
Avg Time Held
9.8 quarters
Top 10 Avg Time Held
9.8 quarters
Top 20 Avg Time Held
9.8 quarters

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 Held Since
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.08T
$68.3M 22.04%
140,600
– –
2022 Q3
11 quarters
AXP icon
2
American Express
AXP
$205B
$67M 21.62%
210,000
– –
2022 Q3
11 quarters
MA icon
3
Mastercard
MA
$495B
$36.9M 11.92%
65,750
– –
2022 Q3
11 quarters
BAC icon
4
Bank of America
BAC
$378B
$36.3M 11.73%
767,845
– –
2022 Q3
11 quarters
RACE icon
5
Ferrari
RACE
$67.3B
$25M 8.06%
60,000
– –
2022 Q3
11 quarters
MU icon
6
Micron Technology
MU
$1.2T
$24.6M 7.96%
200,000
– –
2022 Q3
11 quarters
BRK.A icon
7
Berkshire Hathaway Class A
BRK.A
$1.08T
$21.9M 7.06%
30
– –
2022 Q3
11 quarters
MCO icon
8
Moody's
MCO
$77.6B
$13.5M 4.37%
27,000
– –
2022 Q3
11 quarters
BABA icon
9
Alibaba
BABA
$276B
$5.39M 1.74%
47,500
– –
2022 Q3
11 quarters
DJCO icon
10
Daily Journal
DJCO
$898M
$4.86M 1.57%
11,500
– –
2022 Q3
11 quarters
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.24T
$2.82M 0.91%
16,000
– –
2022 Q3
11 quarters
SRG
12
Seritage Growth Properties
SRG
$98.6M
$1.54M 0.5%
500,000
– –
2022 Q3
11 quarters
AMR icon
13
Alpha Metallurgical Resources
AMR
$2.2B
$900K 0.29%
8,000
– –
2024 Q2
4 quarters
CNR
14
Core Natural Resources Inc
CNR
$4.52B
$749K 0.24%
10,740
– –
2025 Q1
1 quarter

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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.