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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
-8.82%
1 Year Est. Return
+5.41%
3 Year Est. Return
+74.8%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$135M
AUM Growth
-$12.2M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
7
New
–
Increased
–
Reduced
–
Closed
–
Avg Time Held
14 quarters
Top 10 Avg Time Held
13.3 quarters
Top 20 Avg Time Held
14 quarters

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 88.5%
2 Consumer Discretionary 7.4%
3 Technology 4.1%
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
$46.8M 34.57%
97,600
– –
2022 Q3
14 quarters
BRK.A icon
2
Berkshire Hathaway Class A
BRK.A
$1.08T
$21.5M 15.92%
30
– –
2022 Q3
14 quarters
MA icon
3
Mastercard
MA
$495B
$20M 14.77%
40,000
– –
2022 Q3
14 quarters
AXP icon
4
American Express
AXP
$205B
$19.7M 14.53%
65,000
– –
2022 Q3
14 quarters
MCO icon
5
Moody's
MCO
$77.6B
$11.8M 8.71%
27,000
– –
2022 Q3
14 quarters
RACE icon
6
Ferrari
RACE
$67.3B
$10M 7.4%
30,000
– –
2022 Q3
14 quarters
DJCO icon
7
Daily Journal
DJCO
$898M
$5.55M 4.1%
11,500
– –
2022 Q3
14 quarters

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Aquamarine Zurich's Q1 2026 Portfolio in Review

As of Q1 2026, Aquamarine Zurich held 7 positions worth $135M, down 8.3% from $148M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 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 88% of assets, down from 90% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Aquamarine Zurich's ten largest holdings make up 100% of its $135M portfolio in Q1 2026.
  • Aquamarine Zurich opened 0 new positions and closed 0 in Q1 2026.
  • Aquamarine Zurich's portfolio value fell 8.3% quarter-over-quarter to $135M.

Based on Aquamarine Zurich's 13F filing for Q1 2026, filed 17 Apr 2026.