CIK
1953324
Location
ZURICH, V8
Portfolio Value
Small
$144,145,039
Diversification
Highly concentrated
Filing Date
Global Rank
#7,523
/ 8,795
▼ 659
· as of Jun 2026
Top Industry
Insurance - Diversified
49.5%
3Y Alpha vs SPY
+1.7%
Period ended 3 months ago
Filed Jul 10, 2026 · 3mo
16 quarters · since Sep 2022
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
6 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
49.5%
−1.0 pts
Top 5
95.2%
−0.7 pts
Top 10
100.0%
0.0 pts
HHI
3,038
Highly concentrated−83
Portfolio Trend
16 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 87.5% | $126,062,654 |
| Consumer Cyclical | 7.7% | $11,168,700 |
| Technology | 4.8% | $6,913,685 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
6 tracked positions ·
$144,145,039 total
· filing declares
7 positions · $144,091
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 97,630 | $71,303,564 | 49.47% | |
| AXP |
American Express Co
Financial Services
|
Held | 65,000 | $21,986,250 | 15.25% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 40,000 | $20,544,000 | 14.25% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Held | 27,000 | $12,228,840 | 8.48% | |
| RACE |
Ferrari N.V.
Consumer Cyclical
|
Held | 30,000 | $11,168,700 | 7.75% | |
| DJCO |
Daily Journal Corp
Technology
|
Held | 11,500 | $6,913,685 | 4.80% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.