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Aquamarine Zurich AG

RAMISTRASSE 18, ZURICH, V8 8001 • 0041-44-210-19-00

Q1 2026 · Filed 2026-04-17
Market Value
$135M
-8.3%
Holdings
7
-7
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BRK-B 34.57% 33.25% +1.32% $47M
RACE 7.40% 6.48% +0.92% $10M
BRK-A 15.92% 15.35% +0.58% $22M
DJCO 4.10% 3.80% +0.30% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AXP 14.53% 16.30% -1.77% $20M
MA 14.77% 15.48% -0.71% $20M
MCO 8.71% 9.35% -0.64% $12M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 88.5%
Consumer Cyclical 7.4%
Technology 4.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $108M 79.8%
Large Cap 2 $22M 16.1%
Small Cap 1 $6M 4.1%

Portfolio Analytics

Avg Market Cap
$412.9B
Median Market Cap
$212.7B
Avg P/E
26.9
Median P/E
28.5
Avg Dividend Yield
0.01%
Avg Beta
0.85
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BRK-B 34.57% 97,600 $47M $479.20 -$2M
2 BRK-A 15.92% 30 $22M $718,133.33 -$1M
3 MA 14.77% 40,000 $20M $499.65 -$3M
4 AXP 14.53% 65,000 $20M $302.48 -$4M
5 MCO 8.71% 27,000 $12M $436.26 -$2M
6 RACE 7.40% 30,000 $10M $333.87 $455K
7 DJCO 4.10% 11,500 $6M $482.35 -$57K
View SEC EDGAR Filings for Aquamarine Zurich AG →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms