Guy Spier - Aquamarine Capital 13F Activity & Position Changes (Q2 2021)

According to the SEC 13F filed on Aug 04, 2021, the Aquamarine Capital portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2021. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2021, the filing reported:

New Buys - Alibaba Group Holding Limited, Daily Journal Corp. (S.C.)

Increases - None reported

Reductions - None reported

Complete Exits - Wells Fargo & Company

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2021	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy - Position Entry	+47,500	-	$10.77K	47,500
Q2 2021	DJCO Daily Journal Corp. (S.C.)	Daily Journal Corp. (S.C.)	Buy - Position Entry	+11,500	-	$3.89K	11,500
Q2 2021	WFC Wells Fargo & Company	Wells Fargo & Company	Sell - Position Exit	-151,741	-100.0%	$0.00	-
Q4 2020	MU Micron Technology, Inc.	Micron Technology, Inc.	Buy	+80,000	+66.7%	$15.04K	200,000