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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
–

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
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.1T
$46.8M 34.57%
97,600
– –
BRK.A icon
2
Berkshire Hathaway Class A
BRK.A
$1.1T
$21.5M 15.92%
30
– –
MA icon
3
Mastercard
MA
$498B
$20M 14.77%
40,000
– –
AXP icon
4
American Express
AXP
$224B
$19.7M 14.53%
65,000
– –
MCO icon
5
Moody's
MCO
$83.7B
$11.8M 8.71%
27,000
– –
RACE icon
6
Ferrari
RACE
$67.8B
$10M 7.4%
30,000
– –
DJCO icon
7
Daily Journal
DJCO
$826M
$5.55M 4.1%
11,500
– –

Similar funds

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Arrow Capital Management New York $144M AUM
HCM
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II
Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return
C
Covestor London, United Kingdom $144M AUM 37.32% 1-Year Est. Return
KK
Karl Kapital San Francisco, California $144M AUM
CFP
Comprehensive Financial Planning East Petersburg, Pennsylvania $144M AUM 25.61% 1-Year Est. Return
AL
Advaya LLP London, United Kingdom $144M AUM
PCM
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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.