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  Micron Technology, Inc. (MU)
← All MU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 4.22 $221.69–455.50 · VW $363.19i SEC
2025   Q3 80,000 4.22 Reduce 60.00% 4.77 $114.25–260.58 · VW $203.77i $13,386,000 SEC
2025   Q2 200,000 7.96 $123.25 $24,650,000 SEC
2025   Q1 200,000 5.92 $86.89 $17,378,000 SEC
2024   Q4 200,000 5.85 $84.16 $16,832,000 SEC
2024   Q3 200,000 7.26 $103.71 $20,742,000 SEC
2024   Q2 200,000 10.02 $131.53 $26,306,000 SEC
2024   Q1 200,000 9.00 $117.89 $23,578,000 SEC
2023   Q4 200,000 7.46 $85.34 $17,068,000 SEC
2023   Q3 200,000 6.71 $68.03 $13,606,000 SEC
2023   Q2 200,000 6.02 $63.11 $12,622,000 SEC
2023   Q1 200,000 6.24 $60.34 $12,068,000 SEC
2022   Q4 200,000 5.38 $49.98 $9,996,000 SEC
2022   Q3 200,000 6.10 $50.10 $10,020,000 SEC
2022   Q2 200,000 6.49 $55.28 $11,056,000 SEC
2022   Q1 200,000 7.06 $77.89 $15,578,000 SEC
2021   Q4 200,000 8.56 $93.15 $18,630,000 SEC
2021   Q3 200,000 6.96 $70.98 $14,196,000 SEC
2021   Q2 200,000 7.97 $84.98 $16,996,000 SEC
2021   Q1 200,000 9.22 $88.21 $17,642,000 SEC
2020   Q4 200,000 8.77 Add 66.67% 3.51 $65.14–93.10 · VW $83.26i $15,036,000 SEC
2020   Q3 120,000 3.72 $46.96 $5,635,000 SEC
2020   Q2 120,000 4.50 $51.52 $6,182,000 SEC
2020   Q1 120,000 3.44 $42.06 $5,047,000 SEC
2019   Q4 120,000 2.97 $53.78 $6,454,000 SEC
2019   Q3 120,000 2.60 Buy 2.60 $41.75–51.39 · VW $46.88i $5,142,000 SEC
Price snapshot:
Current price$937.00
52-week low$103.21
52-week high$1,254.81