Fund Universe

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☆Aquamarine Zurich AG

CIK 0001953324 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.870
AUM ($M)
144
Positions
7
Turnover
0.02
Top-10 wt
100%
Herfindahl
0.198
History (qtrs)
6
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 7 positions · portfolio value $144M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD — 33.9% -0.7% 48.8 97,600 +0 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 15.6% -0.3% 22.5 30 +0 5 —
☆AXP funds › AMERICAN EXPRESS CO HOLD — 15.3% +0.7% 22.0 65,000 +0 5 —
☆MA funds › MASTERCARD INCORPORATED HOLD — 14.3% -0.5% 20.5 40,000 +0 5 —
☆MCO funds › MOODYS CORP HOLD — 8.5% -0.2% 12.2 27,000 +0 5 —
☆RACE funds › FERRARI N V HOLD — 7.7% +0.3% 11.1 30,000 +0 5 —
☆DJCO funds › DAILY JOURNAL CORP HOLD — 4.8% +0.7% 6.9 11,500 +0 5 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 144 7 0.02 100% 0.198 0.870 — in
2026Q1 135 7 0.03 100% 0.203 0.851 — in
2025Q4 148 7 0.30 100% 0.199 0.338 — in
2025Q3 317 14 0.04 97% 0.145 0.876 — in
2025Q2 310 14 0.05 98% 0.144 0.883 — entered
2025Q1 294 14 0.00 98% 0.148 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status