- $144M
- 7 holdings
- 2026 Q2
- +6.7% QoQ
- Top 5 87.5%
AUM over time
Book
| BRK.B, Berkshire Hathaway Class B | Hold | 140,600 | $532.58 | $75M | — | — | |
| AXP, American Express | Hold | 210,000 | $269.05 | $57M | — | — | |
| MA, Mastercard | Hold | 65,750 | $548.12 | $36M | — | — | |
| BAC, Bank of America | Hold | 767,845 | $41.73 | $32M | — | — | |
| BRK.A, Berkshire Hathaway Class A | Hold | 30 | $798,433 | $24M | — | — | |
| RACE, Ferrari | Hold | 60,000 | $392.20 | $24M | — | — | |
| MU, Micron Technology | Hold | 200,000 | $86.89 | $17M | — | — | |
| MCO, Moody's | Hold | 27,000 | $465.70 | $13M | — | — | |
| BABA, Alibaba | Hold | 47,500 | $132.23 | $6.3M | — | — | |
| DJCO, Daily Journal | Hold | 11,500 | $397.74 | $4.6M | — | — | |
| GOOGL, Alphabet | Hold | 16,000 | $154.62 | $2.5M | — | — | |
| SRG, Seritage Growth Properties | Hold | 500,000 | $3.23 | $1.6M | — | — | |
| AMR, Alpha Metallurgical | Hold | 8,000 | $125.25 | $1M | — | — | |
| CNR, Core Natural Resources | New | 8,100 | $102.22 | $828K | +8,100 | +$828K |
Exits / last held
Gone since 2024 Q4, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Arch Resources | Exit | 0 | $141.23 | $1.1M | −8,100 | −$1.1M |
Filings history
20 periods, with AUM normalized
| Period | Holds | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 7 | $144M | +6.7% | 13F-HR | 7/10/2026 | 000195332426000003 |
| 2026 Q1 | 7 | $135M | −8.8% | 13F-HR | 4/17/2026 | 000195332426000002 |
| 2025 Q4 | 7 | $148M | −53.3% | 13F-HR | 1/15/2026 | 000195332426000001 |
| 2025 Q3 | 14 | $317M | +2.3% | 13F-HR | 10/20/2025 | 000195332425000007 |
| 2025 Q2 | 14 | $310M | — | RESTATEMENT | 7/18/2025 | 000195332425000006 |
| 2025 Q2 | 14 | $310M | +5.4% | 13F-HR | 7/16/2025 | 000195332425000004 |
| 2025 Q1 | 14 | $294M | — | RESTATEMENT | 7/18/2025 | 000195332425000005 |
| 2025 Q1 | 14 | $294M | +2.1% | 13F-HR | 4/11/2025 | 000195332425000003 |
| 2024 Q4 | 14 | $288M | +0.7% | 13F-HR | 1/24/2025 | 000195332425000001 |
| 2024 Q3 | 14 | $286M | +8.7% | 13F-HR | 10/16/2024 | 000195332424000005 |
| 2024 Q2 | 14 | $263M | +0.4% | 13F-HR | 7/11/2024 | 000195332424000004 |
| 2024 Q1 | 12 | $262M | +14.4% | 13F-HR | 4/18/2024 | 000195332424000003 |
| 2023 Q4 | 12 | $229M | +12.8% | 13F-HR | 2/1/2024 | 000195332424000002 |
| 2023 Q3 | 12 | $203M | −3.3% | 13F-HR | 10/12/2023 | 000195332423000004 |
| 2023 Q2 | 12 | $210M | +8.8% | 13F-HR | 7/13/2023 | 000195332423000003 |
| 2023 Q1 | 12 | $193M | +3.8% | 13F-HR | 4/18/2023 | 000195332423000002 |
| 2022 Q4 | 12 | $186M | +13.4% | 13F-HR | 1/27/2023 | 000195332423000001 |
| 2022 Q3 | 12 | $164M | — | 13F-HR | 11/8/2022 | 000195332422000001 |
| 2022 Q2 | 12 | $170M | −23.1% | 13F-HR | 8/2/2022 | 000140459922000005 |
| 2022 Q1 | 13 | $221M | +1.4% | 13F-HR | 5/12/2022 | 000140459922000002 |
| 2021 Q4 | 13 | $218M | +6.9% | 13F-HR | 2/7/2022 | 000140459922000001 |
| 2021 Q3 | 13 | $204M | — | 13F-HR | 10/28/2021 | 000140459921000006 |
About
Aquamarine Zurich AG
22 processed 13Fs on this site, 2021 Q3 to 2026 Q2