Hedge fund
Guy Spier
Aquamarine Zurich
Holdings as of Q2 2026
Quarter
Q2-2026
Market value
$144.1M
Positions
7
Concentration
7 positions
Concentrated
BRK-B34%
BRK-A16%
AXP15%
MA14%
MCO8%
RACE8%
DJCO5%
Top 365%
Top 587%
| Holding | Weightshares held per quarter · hover for change | Q/Q change | Value | |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAYBRK-B | 33.89% | 97.6K shares · $500.39 $48.8M | |
| 2 | BERKSHIRE HATHAWAYBRK-A | 15.59% | 30 shares · $748866.67 $22.5M | |
| 3 | AMERICAN EXPRESSAXP | 15.26% | 65.0K shares · $338.25 $22.0M | |
| 4 | MASTERCARD INCORPORATEDMA | 14.26% | 40.0K shares · $513.60 $20.5M | |
| 5 | MOODYS CORPMCO | 8.49% | 27.0K shares · $452.93 $12.2M | |
| 6 | FERRARI N VRACE | 7.71% | 30.0K shares · $370.47 $11.1M | |
| 7 | DAILY JOURNAL CORPDJCO | 4.80% | 11.5K shares · $601.22 $6.9M | |
| 7 positions | 100.00% | $144.1M |