Guy Spier
整体减仓Aquamarine Capital Management, LLC — Guy Spier 掌管，美股持仓通过 SEC 13F 季度披露
组合市值$170.2M
持仓数12
最新报告期2022-06-30
第一大持仓BERKSHIRE HATHAWAY INC DEL
持仓明细
| 标的 | 市值 | 持股数 | 权重 |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL84670702 | $38.4M | 140,600 | 22.55% |
| AMERICAN EXPRESS CO25816109 | $29.1M | 210,000 | 17.10% |
| BK OF AMERICA CORP60505104 | $23.9M | 767,845 | 14.04% |
| MASTERCARD INCORPORATED57636Q104 | $20.7M | 65,750 | 12.19% |
| FERRARI N VN3167Y103 | $14.7M | 80,000 | 8.63% |
| BERKSHIRE HATHAWAY INC DEL84670108 | $12.3M | 30 | 7.21% |
| MICRON TECHNOLOGY INC595112103 | $11.1M | 200,000 | 6.49% |
| MOODYS CORP615369105 | $7.3M | 27,000 | 4.31% |
| ALIBABA GROUP HLDG LTD01609W102 | $5.4M | 47,500 | 3.17% |
| DAILY JOURNAL CORP233912104 | $3.0M | 11,500 | 1.75% |
| SERITAGE GROWTH PPTYS81752R100 | $2.6M | 500,000 | 1.53% |
| ALPHABET INC02079K305 | $1.7M | 800 | 1.02% |
环比变动
新建 (0)
—
清仓 (1)
TWITTER INC$0
加仓 (0)
—
减仓 (0)
—
数据来源·SEC EDGAR 13F 截至 2022-08-02