Guy Spier - Aquamarine Capital
As of Q2 2026, this manager reported 7 long-equity positions worth $144.09M in aggregate.
As of Q2 2026, Guy Spier's Aquamarine Capital held 7 long-equity positions with a reported value of $144.09M.
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Reported portfolio value
This chart traces the total value of the manager’s reported 13F equity holdings quarter by quarter, so you can see how their book has grown or shrunk over time.
Latest: $144.09M
Peak: $317.37M (Q3 2025)
Positions: 7
Quarterly rows
This table lists every reported quarter for the manager, showing the total reported value and the number of positions in each one, so you can track the full filing history at a glance.
| Period | Filed | Holdings | Total value | Delta value |
|---|---|---|---|---|
| Q2 2026 | 2026-06-30 | 7 | $144.09M | +$8.79M(+6.5%) |
| Q1 2026 | 2026-03-31 | 7 | $135.3M | -$12.24M(-8.3%) |
| Q4 2025 | 2025-12-31 | 7 | $147.54M | -$169.83M(-53.5%) |
| Q3 2025 | 2025-09-30 | 14 | $317.37M | +$7.53M(+2.4%) |
| Q2 2025 | 2025-06-30 | 14 | $309.84M | +$16.17M(+5.5%) |
| Q1 2025 | 2025-03-31 | 14 | $293.67M | +$6.07M(+2.1%) |
| Q4 2024 | 2024-12-31 | 14 | $287.61M | +$2.01M(+0.7%) |
| Q3 2024 | 2024-09-30 | 14 | $285.6M | +$23.04M(+8.8%) |
| Q2 2024 | 2024-06-30 | 14 | $262.56M | +$623K(+0.2%) |
| Q1 2024 | 2024-03-31 | 12 | $261.93M | +$33.2M(+14.5%) |
| Q4 2023 | 2023-12-31 | 12 | $228.74M | +$25.89M(+12.8%) |
| Q3 2023 | 2023-09-30 | 12 | $202.85M | -$6.91M(-3.3%) |
| Q2 2023 | 2023-06-30 | 12 | $209.76M | +$16.4M(+8.5%) |
| Q1 2023 | 2023-03-31 | 12 | $193.36M | +$7.49M(+4.0%) |
| Q4 2022 | 2022-12-31 | 12 | $185.87M | +$21.51M(+13.1%) |
| Q3 2022 | 2022-09-30 | 12 | $164.36M | -$5.87M(-3.5%) |
| Q2 2022 | 2022-06-30 | 12 | $170.23M | -$50.43M(-22.9%) |
| Q1 2022 | 2022-03-31 | 13 | $220.66M | +$3.09M(+1.4%) |
| Q4 2021 | 2021-12-31 | 13 | $217.57M | +$13.58M(+6.7%) |
| Q3 2021 | 2021-09-30 | 13 | $203.98M | -$9.18M(-4.3%) |
| Q2 2021 | 2021-06-30 | 13 | $213.16M | +$21.75M(+11.4%) |
| Q1 2021 | 2021-03-31 | 12 | $191.41M | +$19.99M(+11.7%) |
| Q4 2020 | 2020-12-31 | 12 | $171.43M | +$19.83M(+13.1%) |
| Q3 2020 | 2020-09-30 | 13 | $151.6M | +$14.31M(+10.4%) |
| Q2 2020 | 2020-06-30 | 13 | $137.28M | -$9.36M(-6.4%) |
| Q1 2020 | 2020-03-31 | 11 | $146.64M | -$70.65M(-32.5%) |
| Q4 2019 | 2019-12-31 | 12 | $217.29M | +$19.31M(+9.8%) |
| Q3 2019 | 2019-09-30 | 12 | $197.97M | +$4.77M(+2.5%) |
| Q2 2019 | 2019-06-30 | 11 | $193.21M | +$11.97M(+6.6%) |
| Q1 2019 | 2019-03-31 | 11 | $181.23M | +$3.58M(+2.0%) |
| Q4 2018 | 2018-12-31 | 14 | $177.66M | -$30.14M(-14.5%) |
| Q3 2018 | 2018-09-30 | 15 | $207.79M | -$4.75M(-2.2%) |
| Q2 2018 | 2018-06-30 | 17 | $212.54M | +$4.45M(+2.1%) |
| Q1 2018 | 2018-03-31 | 17 | $208.09M | -$732K(-0.4%) |
| Q4 2017 | 2017-12-31 | 17 | $208.82M | +$11.76M(+6.0%) |
| Q3 2017 | 2017-09-30 | 17 | $197.06M | +$33.24M(+20.3%) |
| Q2 2017 | 2017-06-30 | 17 | $163.82M | +$1.58M(+1.0%) |
| Q1 2017 | 2017-03-31 | 16 | $162.24M | +$13.06M(+8.8%) |
| Q4 2016 | 2016-12-31 | 16 | $149.18M | +$23.7M(+18.9%) |
| Q3 2016 | 2016-09-30 | 16 | $125.48M | +$14.63M(+13.2%) |
| Q2 2016 | 2016-06-30 | 16 | $110.85M | +$110.73M(+93991.2%) |
| Q1 2016 | 2016-03-31 | 16 | $117.81K | -$125.04M(-99.9%) |
| Q4 2015 | 2015-12-31 | 13 | $125.15M | +$5.14M(+4.3%) |
| Q3 2015 | 2015-09-30 | 13 | $120.02M | -$23.52M(-16.4%) |
| Q2 2015 | 2015-06-30 | 13 | $143.54M | -$7.88M(-5.2%) |
| Q1 2015 | 2015-03-31 | 14 | $151.42M | +$433K(+0.3%) |
| Q4 2014 | 2014-12-31 | 16 | $150.99M | - |