Hedge fund
Guy Spier
Aquamarine Zurich
Holdings as of Q1 2026
Quarter
Q1-2026
Market value
$135.3M
Positions
7
Concentration
Highly concentrated
Top holding
35%BRK-B
Top 5
88%of book
Top 10
100%of book
Top 5
6 – 10
Top 5
6 – 10
Tail
| Holding | Weightshares held per quarter · hover for change | Q/Q change | Value | |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAYBRK-B | 34.57% | 97.6K shares · $479.20 $46.8M | |
| 2 | BERKSHIRE HATHAWAYBRK-A | 15.92% | 30 shares · $718133.33 $21.5M | |
| 3 | MASTERCARD INCORPORATEDMA | 14.77% | 40.0K shares · $499.65 $20.0M | |
| 4 | AMERICAN EXPRESSAXP | 14.53% | 65.0K shares · $302.48 $19.7M | |
| 5 | MOODYS CORPMCO | 8.71% | 27.0K shares · $436.26 $11.8M | |
| 6 | FERRARI N VRACE | 7.40% | 30.0K shares · $333.87 $10.0M | |
| 7 | DAILY JOURNAL CORPDJCO | 4.10% | 11.5K shares · $482.35 $5.5M | |
| 7 positions | 100.00% | $135.3M |