CIK
1953324
Location
ZURICH, V8
Portfolio Value
Small
$121,679,539
Diversification
Moderately concentrated
Filing Date
Global Rank
#1,431
/ 2,719
▲ 3982
Top Industry
Insurance - Diversified
40.1%
3Y Alpha vs SPY
+1.8%
Period ended 28 days ago
Filed Jul 10, 2026 · 18d
16 quarters · since Sep 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+79.6%
SPY
+67.5%
Annualised alpha
+2.8%
Max drawdown
−17.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
6 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
40.1%
−0.9 pts
Top 5
94.3%
−0.8 pts
Top 10
100.0%
0.0 pts
HHI
2,440
Moderately concentrated−62
Portfolio Trend
16 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 85.1% | $103,597,154 |
| Consumer Cyclical | 9.2% | $11,168,700 |
| Technology | 5.7% | $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 positions ·
$121,679,539 total
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 97,600 | $48,838,064 | 40.14% | |
| AXP |
American Express Co
Financial Services
|
Held | 65,000 | $21,986,250 | 18.07% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 40,000 | $20,544,000 | 16.88% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Held | 27,000 | $12,228,840 | 10.05% | |
| RACE |
Ferrari N.V.
Consumer Cyclical
|
Held | 30,000 | $11,168,700 | 9.18% | |
| DJCO |
Daily Journal Corp
Technology
|
Held | 11,500 | $6,913,685 | 5.68% |