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  Alphabet Inc. (GOOGL)
← All GOOGL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 1.23 $235.84–328.83 · VW $295.89i SEC
2025   Q3 16,000 1.23 $243.13 $3,890,000 SEC
2025   Q2 16,000 0.91 $176.25 $2,820,000 SEC
2025   Q1 16,000 0.84 $154.63 $2,474,000 SEC
2024   Q4 16,000 1.05 $189.31 $3,029,000 SEC
2024   Q3 16,000 0.93 $165.88 $2,654,000 SEC
2024   Q2 16,000 1.11 $182.13 $2,914,000 SEC
2024   Q1 16,000 0.92 $150.94 $2,415,000 SEC
2023   Q4 16,000 0.98 $139.69 $2,235,000 SEC
2023   Q3 16,000 1.03 $130.88 $2,094,000 SEC
2023   Q2 16,000 0.91 $119.69 $1,915,000 SEC
2023   Q1 16,000 0.86 $103.75 $1,660,000 SEC
2022   Q4 16,000 0.76 Add 1900.00% 0.72 $83.34–104.82 · VW $94.88i $1,412,000 SEC
2022   Q3 800 0.93 Reduce 95.00% 0.97 $95.56–122.43 · VW $109.24i $1,530,000 SEC
2022   Q2 16,000 1.02 $108.94 $1,743,000 SEC
2022   Q1 16,000 1.01 $139.06 $2,225,000 SEC
2021   Q4 16,000 1.07 $144.88 $2,318,000 SEC
2021   Q3 16,000 1.05 $133.69 $2,139,000 SEC
2021   Q2 16,000 0.92 $122.06 $1,953,000 SEC
2021   Q1 16,000 0.86 $103.13 $1,650,000 SEC
2020   Q4 16,000 0.82 $87.63 $1,402,000 SEC
2020   Q3 16,000 0.77 $73.25 $1,172,000 SEC
2020   Q2 16,000 0.83 Buy 0.83 $53.75–73.79 · VW $67.18i $1,134,000 SEC
Price snapshot:
Current price$352.51
52-week low$175.98
52-week high$408.37