Aquamarine Capital (Aquamarine Zurich)
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 10, 2026), Guy Spier's Aquamarine Capital (Aquamarine Zurich) reported 7 stock positions worth $144.1 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 33.9% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 15.6%) and American Express (AXP, 15.3%). Its holdings were unchanged from Q1 2026.
- Most Recent 13F
- Q2 2026
- Notable People
- Guy Spier
- Location
- ZURICH, V8
- CIK
- 0001953324
- Portfolio Value
- $144.1M (Q2 2026)
- SEC Filing
- 0001953324-26-000003 ↗ filed Jul 10, 2026
Holdings Value
Holdings 7 stocks · $144.1M
| BRK.B Berkshire Hathaway Inc. Class B | 33.89% | 97,600 | $48.8M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 15.59% | 30 | $22.5M | No change |
| AXP American Express Co. | 15.26% | 65,000 | $22.0M | No change |
| MA Mastercard Inc. Class A | 14.26% | 40,000 | $20.5M | No change |
| MCO Moody's Corp. | 8.49% | 27,000 | $12.2M | No change |
| RACE Ferrari NV | 7.71% | 30,000 | $11.1M | No change |
| DJCO Daily Journal Corp. | 4.80% | 11,500 | $6.9M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| None this quarter. | |||
Portfolio Buys Q1 2026 → Q2 2026
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $144.1M | BRK.B, BRK.A, AXP, MA, MCO |
| Q1 2026 | 7 | $135.3M | BRK.B, BRK.A, MA, AXP, MCO |
| Q4 2025 | 7 | $147.5M | BRK.B, AXP, MA, BRK.A, MCO |
| Q3 2025 | 14 | $317.4M | BRK.B, AXP, BAC, MA, RACE |
| Q2 2025Amended | 14 | $309.8M | BRK.B, AXP, MA, BAC, RACE |
| Q1 2025Amended | 14 | $293.7M | BRK.B, AXP, MA, BAC, BRK.A |
| Q4 2024 | 14 | $287.6M | BRK.B, AXP, MA, BAC, RACE |
| Q3 2024 | 14 | $285.6M | BRK.B, AXP, MA, BAC, RACE |
| Q2 2024 | 14 | $262.6M | BRK.B, AXP, BAC, MA, MU |
| Q1 2024 | 12 | $261.9M | BRK.B, AXP, MA, BAC, RACE |