Aquamarine (Guy Spier)
Aquamarine Zurich AG · CIK 0001953324 · ZURICH, V8 · Quarter end: 2026-06-30 · Filed on: 2026-07-10 · Open the SEC source ↗Value Investor
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$144.1K
2026 Q2
Positions
7
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
AUM History
Quarterly History · 16 Quarter
| Quarter | Filed | Holdings | Total Value | Turnover % | Top 10 |
|---|---|---|---|---|---|
| 2026 Q2 | 2026-07-10 | 7 | $144.1K | 0.0% | BRK-B, BRK-A, AXP, MA, MCO, N3167Y103, DJCO |
| 2026 Q1 | 2026-04-17 | 7 | $135.3K | 0.0% | BRK-B, BRK-A, MA, AXP, MCO, N3167Y103, DJCO |
| 2025 Q4 | 2026-01-15 | 7 | $147.5K | 30.0% | BRK-B, AXP, MA, BRK-A, MCO, N3167Y103, DJCO |
| 2025 Q3 | 2025-10-20 | 14 | $317.4K | 0.0% | BRK-B, AXP, BAC, MA, N3167Y103, BRK-A, MU, MCO, BABA, DJCO |
| 2025 Q1 | 2025-07-18 | 14 | $293.7K | 0.0% | BRK-B, AXP, MA, BAC, BRK-A, N3167Y103, MU, MCO, BABA, DJCO |
| 2025 Q2 | 2025-07-18 | 14 | $309.8K | 0.6% | BRK-B, AXP, MA, BAC, N3167Y103, MU, BRK-A, MCO, BABA, DJCO |
| 2024 Q4 | 2025-01-24 | 14 | $287.6K | 0.0% | BRK-B, AXP, MA, BAC, N3167Y103, BRK-A, MU, MCO, DJCO, BABA |
| 2024 Q3 | 2024-10-16 | 14 | $285.6K | 0.0% | BRK-B, AXP, MA, BAC, N3167Y103, MU, BRK-A, MCO, DJCO, BABA |
| 2024 Q2 | 2024-07-11 | 14 | $262.6K | 1.3% | BRK-B, AXP, BAC, MA, MU, N3167Y103, BRK-A, MCO, DJCO, BABA |
| 2024 Q1 | 2024-04-18 | 12 | $261.9K | 0.0% | BRK-B, AXP, MA, BAC, N3167Y103, MU, BRK-A, MCO, 81752R100, DJCO |
| 2023 Q4 | 2024-02-01 | 12 | $228.7K | 0.0% | BRK-B, AXP, MA, N3167Y103, BAC, MU, BRK-A, MCO, 81752R100, DJCO |
| 2023 Q3 | 2023-10-12 | 12 | $202.8K | 0.0% | BRK-B, AXP, MA, N3167Y103, BAC, BRK-A, MU, MCO, BABA, 81752R100 |
| 2023 Q2 | 2023-07-13 | 12 | $209.8K | 0.0% | BRK-B, AXP, N3167Y103, MA, BAC, BRK-A, MU, MCO, 81752R100, BABA |
| 2023 Q1 | 2023-04-18 | 12 | $193.4K | 0.0% | BRK-B, AXP, MA, BAC, N3167Y103, BRK-A, MU, MCO, BABA, 81752R100 |
| 2022 Q4 | 2023-01-27 | 12 | $185.9K | 0.0% | BRK-B, AXP, BAC, MA, N3167Y103, BRK-A, MU, MCO, 81752R100, BABA |
| 2022 Q3 | 2022-11-08 | 12 | $164.4M | — | BRK-B, AXP, BAC, MA, N3167Y103, BRK-A, MU, MCO, 81752R100, BABA |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
Related managers
Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Valley Forge Capital (Dev Kantesaria) | 16.7% | MCO, MA |
| Akre Capital Management | 13.0% | MCO, BRK-B, MA |
| Fairholme Capital (Bruce Berkowitz) | 11.1% | BRK-B, BRK-A |
| Punch Card Management (Norbert Lou) | 9.1% | BRK-A |
| Chou Associates (Francis Chou) | 8.6% | MCO, BRK-B, BRK-A |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.