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

As of Jun 30, 2021, the Aquamarine Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 04, 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	-