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User

Guy Spier

Aquamarine Capital

Guy Spier Mastercard Inc stake

total: 30

Aquamarine Capital MA trades

Total transactions:
2
New positions:
1
Reduced:
1
Held since:
2014 Q4
Held for:
47 quarters
Latest activity:
2025 Q4
According to 2026 Q2 report, Guy Spier holds 40,000 Mastercard Inc (MA) shares with a market value of roughly $20.54M accounting for 14.26% of the overall portfolio. To date, the estimated cost basis is nearly $86.16 for "buy" trades and estimated average "sell" price is $570.88. Aquamarine Capital first purchased MA in 2014 Q4, initially acquiring 65,750 shares. Since the initial investment in Mastercard Inc (MA), Aquamarine Capital has made 1 more transaction.

How many MA shares does Guy Spier currently hold?

According to 2026 Q2 report, Guy Spier holds 40,000 shares of Mastercard Inc (MA), valued at around $20.54M.

When did Guy Spier buy Mastercard Inc (MA)?

Guy Spier first invested in Mastercard Inc (MA) in 2014 Q4 at the reported quarter-end price of $86.16 per share.

What's the cost basis of Aquamarine Capital's MA stake?

The estimated cost basis for Mastercard Inc (MA) stake is around $86.16 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$86.16
Weighted AVG sell price:
$570.88

Guy Spier's historical trades in Mastercard Inc

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q4
15.48%
40,000
$570.88
$22,835,000
-39.16% (-25,750)
-4.63%
2014 Q4
3.75%
$86.16
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.