DOSSIER · 13F-HR · Q2 2026
Data quality notice: this filer's reported share counts and dollar values are inconsistent with other institutions holding the same securities. Figures on this page reflect the filing as submitted to the SEC and may be unreliable.

Aquamarine Zurich AG

$144K in tracked AUM across 7 positions as of Q2 2026.

AZ
CIK 0001953324 · last filed Jun 30, 2026
Total AUM
$144K
as of Q2 2026
Holdings
7
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026
Portfolio Overview

Aquamarine Zurich AG’s 13F filing for the period ending December 31, 2025, reveals a highly concentrated, small-cap portfolio with a total value of $147,540. The portfolio experienced a significant growth phase, increasing in value by 82.4% from the previous quarter's $80,880. This capital appreciation was driven by a combination of market performance and substantial capital reallocation. The portfolio consists of only 7 holdings, indicating a high-conviction strategy that...

Key Holdings

The portfolio is heavily anchored in the "Berkshire Hathaway ecosystem," which dominates the top positions. Berkshire Hathaway (BRK/B) is the largest holding at $49,060, representing 33.25% of the portfolio, followed closely by Berkshire Hathaway Class A (BRK/A) at $22,640 (15.35%). Combined, the two share classes of Berkshire Hathaway account for nearly half (48.6%) of the total assets.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$49K98K33.9%
02
BRK/A
BERKSHIRE HATHAWAY INC DEL
$22K3015.6%
03
AXP
AMERICAN EXPRESS CO
$22K65K15.3%
04
MA
MASTERCARD INCORPORATED
$21K40K14.3%
05
MCO
MOODYS CORP
$12K27K8.5%
06
N3167Y103
FERRARI N V
$11K30K7.7%
07
DJCO
DAILY JOURNAL CORP
$7K12K4.8%

Filing history

2026Q2Jun 30
$144K 6.5%
7 positionsView →
2026Q1Mar 31
$135K 8.3%
7 positionsView →
2025Q4Dec 31
$148K 99.8%
7 positionsView →
2025Q3Sep 30
$81M 73.9%
5 positionsView →
2025Q2Jun 30
$310M 5.5%
14 positionsLocked
2025Q1Mar 31
$294M 2.1%
14 positionsLocked
2024Q4Dec 31
$288M 0.7%
14 positionsLocked
2024Q3Sep 30
$286M 8.8%
14 positionsLocked
2024Q2Jun 30
$263M 0.2%
14 positionsLocked
2024Q1Mar 31
$262M 14.5%
12 positionsLocked
2023Q4Dec 31
$229M 12.8%
12 positionsLocked
2023Q3Sep 30
$203M 3.3%
12 positionsLocked
Showing 12 of 16