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  Mastercard Inc. (MA)
← All MA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q2 40,000 14.26 $513.60 $20,544,000 SEC
2026   Q1 40,000 14.77 $499.65 $19,986,000 SEC
2025   Q4 40,000 15.48 Reduce 39.16% 4.62 $524.70–586.08 · VW $557.29i $22,835,000 SEC
2025   Q3 65,750 11.78 $568.81 $37,399,000 SEC
2025   Q2 65,750 11.92 $561.95 $36,948,000 SEC
2025   Q1 65,750 12.27 $548.12 $36,039,000 SEC
2024   Q4 65,750 12.04 $526.57 $34,622,000 SEC
2024   Q3 65,750 11.37 $493.79 $32,467,000 SEC
2024   Q2 65,750 11.05 $441.16 $29,006,000 SEC
2024   Q1 65,750 12.09 $481.57 $31,663,000 SEC
2023   Q4 65,750 12.26 $426.51 $28,043,000 SEC
2023   Q3 65,750 12.83 $395.91 $26,031,000 SEC
2023   Q2 65,750 12.33 $393.29 $25,859,000 SEC
2023   Q1 65,750 12.36 $363.41 $23,894,000 SEC
2022   Q4 65,750 12.30 $347.73 $22,863,000 SEC
2022   Q3 65,750 11.37 $284.33 $18,695,000 SEC
2022   Q2 65,750 12.19 $315.48 $20,743,000 SEC
2022   Q1 65,750 10.65 $357.38 $23,498,000 SEC
2021   Q4 65,750 10.86 $359.32 $23,625,000 SEC
2021   Q3 65,750 11.21 $347.68 $22,860,000 SEC
2021   Q2 65,750 11.26 $365.10 $24,005,000 SEC
2021   Q1 65,750 12.23 $356.05 $23,410,000 SEC
2020   Q4 65,750 13.69 $356.94 $23,469,000 SEC
2020   Q3 65,750 14.67 $338.17 $22,235,000 SEC
2020   Q2 65,750 14.16 $295.70 $19,442,000 SEC
2020   Q1 65,750 10.83 $241.57 $15,883,000 SEC
2019   Q4 65,750 9.04 $298.59 $19,632,000 SEC
2019   Q3 65,750 9.02 $271.57 $17,856,000 SEC
2019   Q2 65,750 9.00 $264.53 $17,393,000 SEC
2019   Q1 65,750 8.54 $235.45 $15,481,000 SEC
2018   Q4 65,750 6.98 $188.65 $12,404,000 SEC
2018   Q3 65,750 7.04 $222.62 $14,637,000 SEC
2018   Q2 65,750 6.08 $196.52 $12,921,000 SEC
2018   Q1 65,750 5.53 $175.16 $11,517,000 SEC
2017   Q4 65,750 4.77 $151.35 $9,951,000 SEC
2017   Q3 65,750 4.71 $141.20 $9,284,000 SEC
2017   Q2 65,750 4.87 $121.44 $7,985,000 SEC
2017   Q1 65,750 4.56 $112.47 $7,395,000 SEC
2016   Q4 65,750 4.55 $103.25 $6,789,000 SEC
2016   Q3 65,750 9.49 $101.76 $6,691,000 SEC
2016   Q2 65,750 9.90 $88.06 $5,790,000 SEC
2016   Q1 65,750 9.48 $94.49 $6,213,000 SEC
2015   Q4 65,750 9.16 $97.35 $6,401,000 SEC
2015   Q3 65,750 9.17 $90.11 $5,925,000 SEC
2015   Q2 65,750 7.22 $93.48 $6,146,000 SEC
2015   Q1 65,750 6.15 $86.39 $5,680,000 SEC
2014   Q4 65,750 3.75 $86.16 $5,665,000 SEC
Price snapshot:
Current price$537.70
Avg. buy price$86.16
+/- since buy524.07%
52-week low$463.74
52-week high$598.04