Latest Aquamarine Zurich AG Stock Portfolio
Aquamarine Zurich AG Performance:
2025 Q4: -0.36%YTD: 16.13%2024: 27.73%
Performance for 2025 Q4 is -0.36%, and YTD is 16.13%, and 2024 is 27.73%.
About Aquamarine Zurich AG and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Aquamarine Zurich AG reported an equity portfolio of $147.5 Millions as of 31 Dec, 2025.
The top stock holdings of Aquamarine Zurich AG are , AXP, MA. The fund has invested 33.2% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 16.3% of portfolio in AMERICAN EXPRESS CO .
The fund managers got completely rid off BANK AMERICA CORP (BAC), MICRON TECHNOLOGY INC (MU) and ALIBABA GROUP HLDG LTD (BABA) stocks. They significantly reduced their stock positions in AMERICAN EXPRESS CO (AXP), FERRARI N V and MASTERCARD INCORPORATED (MA).
The top stock holdings of Aquamarine Zurich AG are , AXP, MA. The fund has invested 33.2% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 16.3% of portfolio in AMERICAN EXPRESS CO .
The fund managers got completely rid off BANK AMERICA CORP (BAC), MICRON TECHNOLOGY INC (MU) and ALIBABA GROUP HLDG LTD (BABA) stocks. They significantly reduced their stock positions in AMERICAN EXPRESS CO (AXP), FERRARI N V and MASTERCARD INCORPORATED (MA).
Aquamarine Zurich AG Annual Return Estimates Vs S&P 500
Our best estimate is that Aquamarine Zurich AG made a return of -0.36% in the last quarter. In trailing 12 months, it's portfolio return was 16.13%.
- Performance
- S&P 500
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| american express co | -69.05 |
| ferrari n v | -50.00 |
| mastercard incorporated | -39.16 |
| berkshire hathaway inc del | -30.58 |
Aquamarine Zurich AG reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| bank america corp | -39,613,000 |
| seritage growth pptys | -2,125,000 |
| micron technology inc | -13,386,000 |
| alibaba group hldg ltd | -8,490,000 |
| alphabet inc | -3,890,000 |
| core natural resources inc | -897,000 |
| alpha metallurgical resour i | -1,313,000 |
Aquamarine Zurich AG got rid off the above stocks
Sector Distribution
Aquamarine Zurich AG has about 55.1% of it's holdings in Others sector.
- Others
- Financial Services
- Technology
| Sector | % |
|---|---|
| Others | 55.1 |
| Financial Services | 41.1 |
| Technology | 3.8 |
Market Cap. Distribution
Aquamarine Zurich AG has about 41.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- MEGA-CAP
- SMALL-CAP
| Category | % |
|---|---|
| UNALLOCATED | 55.1 |
| LARGE-CAP | 25.6 |
| MEGA-CAP | 15.5 |
| SMALL-CAP | 3.8 |
Stocks belong to which Index?
About 44.9% of the stocks held by Aquamarine Zurich AG either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 55.1 |
| S&P 500 | 41.1 |
| RUSSELL 2000 | 3.8 |
Aquamarine Zurich AG Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Aquamarine Zurich AG
Aquamarine Zurich AG has 7 stocks in it's portfolio. proved to be the most loss making stock for the portfolio. AXP was the most profitable stock for Aquamarine Zurich AG last quarter.
Last Reported on: 15 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AMR | alpha metallurgical resour i | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AXP | american express co | 16.30 | 65,000 | 24,047,000 | reduced | -69.05 | ||
| BABA | alibaba group hldg ltd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAC | bank america corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| DJCO | daily journal corp | 3.80 | 11,500 | 5,604,000 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| MA | mastercard incorporated | 15.48 | 40,000 | 22,835,000 | reduced | -39.16 | ||
| MCO | moodys corp | 9.35 | 27,000 | 13,793,000 | unchanged | 0.00 | ||
| MU | micron technology inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| SRG | seritage growth pptys | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| berkshire hathaway inc del | 33.25 | 97,600 | 49,059,000 | reduced | -30.58 | |||
| berkshire hathaway inc del | 15.35 | 30.00 | 22,644,000 | unchanged | 0.00 | |||
| ferrari n v | 6.48 | 30,000 | 9,561,000 | reduced | -50.00 | |||
| core natural resources inc | 0.00 | 0.00 | 0.00 | sold off | -100 | |||