Aquamarine Zurich AG Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: September 2022 to March 2026 • 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
-17.68%
Winning Positions
+66.67%
10 wins / 15 positions
Average Gain (Winners)
$5.46K
+66.62% avg per position
Active Positions
7
5 losing positions
Portfolio Value Over Time
Total Positions Tracked
15
All holdings over time
Win/Loss Ratio
2.00
10 gains / 5 losses
Active vs. Exited
7 / 8
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 % |
|---|---|---|---|---|---|---|---|---|
| BAC | Bank of America Corporation | Financial Services | Sep 2022 | EXITED | $23.19K | $39.61K | $16.42K | +70.83% |
| BRK-A | Berkshire Hathaway Inc. | Financial Services | Sep 2022 | ACTIVE | $12.19K | $21.54K | $9.35K | +76.68% |
| BRK-B | Berkshire Hathaway Inc. New | Financial Services | Sep 2022 | ACTIVE | $37.54K | $46.77K | $9.23K | +24.58% |
| MCO | Moody's Corporation | Financial Services | Sep 2022 | ACTIVE | $6.56K | $11.78K | $5.21K | +79.45% |
| BABA | Alibaba Group Holding Limited | Consumer Cyclical | Sep 2022 | EXITED | $3.80K | $8.49K | $4.69K | +123.42% |
| MU | Micron Technology, Inc. | Technology | Sep 2022 | EXITED | $10.02K | $13.39K | $3.37K | +33.59% |
| DJCO | Daily Journal Corp. (S.C.) | Technology | Sep 2022 | ACTIVE | $2.95K | $5.55K | $2.60K | +88.16% |
| GOOGL | Alphabet Inc. | Communication Services | Sep 2022 | EXITED | $1.53K | $3.89K | $2.36K | +154.25% |
| MA | Mastercard Incorporated | Financial Services | Sep 2022 | ACTIVE | $18.70K | $19.99K | $1.29K | +6.91% |
| CEIX | Core Natural Resources | N/A | Mar 2025 | EXITED | $828.00 | $897.00 | $69.00 | +8.33% |
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.