Canonical: https://ownershiptrace.com/13f/investors/40

# Aquamarine Capital portfolio — 13F holdings Q2 2026

Aquamarine Capital (Guy Spier) reported 6 long positions worth $144.1 million as of 2026-06-30. Top holdings: BERKSHIRE HATHAWAY INC, AMERICAN EXPRESS CO, Mastercard Inc, MOODYS CORP /DE/, Ferrari N.V.. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.

## Reported share positions (up to 20)

| Company | Report period | Value | Portfolio weight | Change | Source |
|  --- | --- | --- | --- | --- | --- |
| [BERKSHIRE HATHAWAY INC](https://ownershiptrace.com/13f/companies/152) | 2026-06-30 | 71304000.00 USD | 49.49% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-26-000003-index.html) |
| [AMERICAN EXPRESS CO](https://ownershiptrace.com/13f/companies/140) | 2026-06-30 | 21986000.00 USD | 15.26% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-26-000003-index.html) |
| [Mastercard Inc](https://ownershiptrace.com/13f/companies/98) | 2026-06-30 | 20544000.00 USD | 14.26% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-26-000003-index.html) |
| [MOODYS CORP /DE/](https://ownershiptrace.com/13f/companies/99) | 2026-06-30 | 12229000.00 USD | 8.49% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-26-000003-index.html) |
| [Ferrari N.V.](https://ownershiptrace.com/13f/companies/92) | 2026-06-30 | 11114000.00 USD | 7.71% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-26-000003-index.html) |
| [DAILY JOURNAL CORP](https://ownershiptrace.com/13f/companies/439) | 2026-06-30 | 6914000.00 USD | 4.80% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-26-000003-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-07-10 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-26-000003-index.html) |
| 2026-03-31 | 2026-04-17 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-26-000002-index.html) |
| 2025-12-31 | 2026-01-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-26-000001-index.html) |
| 2025-09-30 | 2025-10-20 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-25-000007-index.html) |
| 2025-06-30 | 2025-07-16 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-25-000004-index.html) |
| 2025-06-30 | 2025-07-18 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-25-000006-index.html) |
| 2025-03-31 | 2025-04-11 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-25-000003-index.html) |
| 2025-03-31 | 2025-07-18 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-25-000005-index.html) |
| 2024-12-31 | 2025-01-24 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-25-000001-index.html) |
| 2024-09-30 | 2024-10-16 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-24-000005-index.html) |
| 2024-06-30 | 2024-07-11 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-24-000004-index.html) |
| 2024-03-31 | 2024-04-18 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-24-000003-index.html) |
| 2023-12-31 | 2024-02-01 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-24-000002-index.html) |
| 2023-09-30 | 2023-10-12 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-23-000004-index.html) |
| 2023-06-30 | 2023-07-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-23-000003-index.html) |
| 2023-03-31 | 2023-04-18 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-23-000002-index.html) |
| 2022-12-31 | 2023-01-27 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-23-000001-index.html) |
| 2022-09-30 | 2022-11-08 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1953324/0001953324-22-000001-index.html) |

Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.

This public summary shows the default reporting scope. Enable JavaScript for interactive filters, charts, and additional rows.

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