Aquamarine Zurich AG
RIA/Wealth
Aquamarine Zurich AG is a RIA/Wealth based in Los Angeles, CA led by Jeff Chen-Yu Fang, managing $309.0M across 13 long positions as of Q3 2025 with 82% Financial Services concentration, 99% concentrated in top 10 holdings, and 23% allocation to BRK.B.
Managing PartnerJeff Chen-Yu Fang
- Portfolio Value
- $309.0M
- Positions
- 13
- Top Holding
- BRK.B at 22.87%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Aquamarine Zurich AG's portfolio (98.6% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $70.7M | 22.87% | — | 0.01% 140.6K shares | |
Financial - Credit Services Financial Services | $69.8M | 22.57% | — | 0.03% 210.0K shares | |
Banks - Diversified Financial Services | $39.6M | 12.82% | — | 0.01% 767.8K shares | |
Financial - Credit Services Financial Services | $37.4M | 12.10% | — | 0.01% 65.8K shares | |
Auto - Manufacturers Consumer Cyclical | $29.1M | 9.42% | — | 0.03% 60.0K shares | |
Insurance - Diversified Financial Services | $22.6M | 7.32% | — | 0.00% 30.0 shares | |
Semiconductors Technology | $13.4M | 4.33% | -$20.1M Sold | 0.01% 80.0K shares | |
Financial - Data & Stock Exchanges Financial Services | $12.9M | 4.16% | — | 0.02% 27.0K shares | |
Software - Application Technology | $5.3M | 1.73% | — | 0.83% 11.5K shares | |
Internet Content & Information Communication Services | $3.9M | 1.26% | — | 0.00% 16.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Aquamarine Zurich AG's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
| No increased positions | |
Decreased Positions
| Position | Shares Δ |
|---|---|
-60.0% |
Analytics
Portfolio insights and performance metrics for Aquamarine Zurich AG
GthenA