Aquamarine Zurich AG - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: September 2022 to September 2025 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+0.00B
+93.10%
Winning Positions
+80.00%
12 wins / 15 positions
Average Gain (Winners)
$12.77K
+90.06% avg per position
Active Positions
14
3 losing positions
Portfolio Value Over Time
Total Positions Tracked
15
All holdings over time
Win/Loss Ratio
4.00
12 gains / 3 losses
Active vs. Exited
14 / 1
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| AXP | American Express Company | Financial Services | Sep 2022 | ACTIVE | $28.33K | $69.75K | $41.42K | +146.21% |
| BRK-B | Berkshire Hathaway Inc. New | Financial Services | Sep 2022 | ACTIVE | $37.54K | $70.69K | $33.14K | +88.28% |
| MA | Mastercard Incorporated | Financial Services | Sep 2022 | ACTIVE | $18.70K | $37.40K | $18.70K | +100.05% |
| BAC | Bank of America Corporation | Financial Services | Sep 2022 | ACTIVE | $23.19K | $39.61K | $16.42K | +70.83% |
| RACE | Ferrari | N/A | Sep 2022 | ACTIVE | $15.03K | $28.98K | $13.95K | +92.78% |
| BRK-A | Berkshire Hathaway Inc. | Financial Services | Sep 2022 | ACTIVE | $12.19K | $22.63K | $10.43K | +85.55% |
| MCO | Moody's Corporation | Financial Services | Sep 2022 | ACTIVE | $6.56K | $12.87K | $6.30K | +95.99% |
| BABA | Alibaba Group Holding Limited | Consumer Cyclical | Sep 2022 | ACTIVE | $3.80K | $8.49K | $4.69K | +123.42% |
| MU | Micron Technology, Inc. | Technology | Sep 2022 | ACTIVE | $10.02K | $13.39K | $3.37K | +33.59% |
| DJCO | Daily Journal Corp. (S.C.) | Technology | Sep 2022 | ACTIVE | $2.95K | $5.35K | $2.40K | +81.45% |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.