Aquamarine Zurich AG
Aquamarine Zurich AG reported 7 US-listed holdings worth $144.1 million in its 13F for the quarter ended 30 June 2026, filed 10 July 2026. Its largest: Berkshire Hathaway Inc. Class B (33.9%), Berkshire Hathaway Inc. Del (15.6%) and American Express Co. (15.3%). Against the quarter before, it opened 0 positions, added to 0, trimmed 0 and sold out of 0.
The 7 largest of its 7 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +19.3% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc. Class B BRKB | 97.6K | $48.8 million | 33.89% | no change |
| Berkshire Hathaway Inc. Del | 30 | $22.5 million | 15.59% | no change |
| American Express Co. AXP | 65.0K | $22.0 million | 15.26% | no change |
| Mastercard Inc. MA | 40.0K | $20.5 million | 14.26% | no change |
| Moody's Corp. MCO | 27.0K | $12.2 million | 8.49% | no change |
| Ferrari N.V. RACE | 30.0K | $11.1 million | 7.71% | no change |
| Daily Journal Corp DJCO | 11.5K | $6.9 million | 4.80% | no change |