Back to Investors
Guy Spier
Aquamarine Fund
Value investor inspired by Buffett and Munger. Famous for paying $650k to have lunch with Warren Buffett. Focuses on quality compounders.
Updated: 30 Sept 2025
Top Holdings
BRK.B
Berkshire Hathaway B
22.4%
BABA
Alibaba Group
18.7%
META
Meta Platforms
14.2%
GOOG
Alphabet Inc
11.8%
MSFT
Microsoft Corp
9.3%
V
Visa Inc
7.6%
MA
Mastercard Inc
5.9%
AAPL
Apple Inc
4.2%
JPM
JPMorgan Chase
3.5%
BAC
Bank of America
2.4%
Allocation
Portfolio Breakdown
BRK.B
BABA
META
GOOG
MSFT
V
MA
AAPL
JPM
BAC