Guy Spier - Aquamarine Capital Management
Period:    Q2 2026
Portfolio date:    30 Jun 2026
No. of stocks:    7
Portfolio value:    $144,091,000
Holdings Activity Buys Sells    History
Holding/activity history for  Alibaba Group Holdings Ltd. (BABA)
← All BABA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 2.68 $145.64–192.67 · VW $164.29i SEC
2025   Q3 47,500 2.68 $178.74 $8,490,000 SEC
2025   Q2 47,500 1.74 $113.41 $5,387,000 SEC
2025   Q1 47,500 2.14 $132.23 $6,281,000 SEC
2024   Q4 47,500 1.40 $84.80 $4,028,000 SEC
2024   Q3 47,500 1.77 $106.13 $5,041,000 SEC
2024   Q2 47,500 1.30 $72.00 $3,420,000 SEC
2024   Q1 47,500 1.31 $72.36 $3,437,000 SEC
2023   Q4 47,500 1.61 $77.52 $3,682,000 SEC
2023   Q3 47,500 2.03 $86.74 $4,120,000 SEC
2023   Q2 47,500 1.89 $83.35 $3,959,000 SEC
2023   Q1 47,500 2.51 $102.19 $4,854,000 SEC
2022   Q4 47,500 2.25 $88.08 $4,184,000 SEC
2022   Q3 47,500 2.31 $80.00 $3,800,000 SEC
2022   Q2 47,500 3.17 $113.68 $5,400,000 SEC
2022   Q1 47,500 2.34 $108.80 $5,168,000 SEC
2021   Q4 47,500 2.59 $118.80 $5,643,000 SEC
2021   Q3 47,500 3.45 $148.04 $7,032,000 SEC
2021   Q2 47,500 5.05 Buy 5.05 $204.39–245.69 · VW $224.18i $10,772,000 SEC
Price snapshot:
Current price$112.35
52-week low$91.99
52-week high$190.92