What is an SEC 13F filing?

SEC 13F is a quarterly report filed with the U.S. Securities and Exchange Commission by institutional investment managers with over $100 million in assets. It must be filed within 45 days after each quarter ends. FolioObs analyzes these filings to track portfolio changes of legendary Wall Street investors.

How can I track Cathie Wood's ARK daily trades?

ARK Invest publicly discloses its daily trades. FolioObs updates this data daily so you can see Cathie Wood's buys and sells in real-time on the dashboard.

Which investors does FolioObs track?

FolioObs tracks 50 legendary investors — known as the FolioObs 50 — including Warren Buffett (Berkshire Hathaway), Cathie Wood (ARK Invest), Ken Griffin (Citadel), Carl Icahn, Paul Singer (Elliott), Masayoshi Son (SoftBank Group), Ray Dalio (Bridgewater), Terry Smith (Fundsmith), Joel Greenblatt (Gotham), Ron Baron (Baron Capital), and Korea's National Pension Service (NPS).

How often is the portfolio data updated?

SEC 13F data is updated quarterly. Cathie Wood's ARK daily trades are updated every trading day after market close. Stock prices are reflected in real-time with a 15-minute delay.

Is FolioObs free to use?

Yes, FolioObs is completely free. It provides quarterly SEC 13F portfolio tracking for 50 legendary investors, Cathie Wood's daily ARK trades, insider and congressional trade data, AI-powered insights, a stock screener, and investor comparison tools in both Korean and English at no cost.

Guy Spier Portfolio — Aquamarine Capital SEC 13F Live | 가이 스파이어 포트폴리오 실시간 추적

Updated for the Q2 2026 SEC 13F filing. | 가이 스파이어 2026년 2분기 13F 공시가 반영된 최신 포트폴리오입니다.

Track Guy Spier's concentrated Aquamarine SEC 13F portfolio.

『워런 버핏과의 점심』 저자 가이 스파이어의 집중 포트폴리오. SEC 13F 기반.

About Guy Spier | 가이 스파이어 소개

Author of The Education of a Value Investor; runs a Buffett-style book from Zurich.

『워런 버핏과의 점심』 저자. 취리히에서 버핏식 집중 포트폴리오를 운용합니다.

Guy Spier's Top 7 Holdings — Q2 2026 | 가이 스파이어 2026년 2분기 Top 보유 종목

Based on the Q2 2026 SEC 13F filing (as of 2026-06-30), Guy Spier holds a total of 7 stocks through Aquamarine Capital.

2026년 2분기 SEC 13F 공시 (2026-06-30 기준) 기준, Aquamarine Capital를 통해 총 7개 종목을 보유하고 있습니다.

BRK-B — 33.89% of portfolio
BRK-A — 15.59% of portfolio
AXP — 15.26% of portfolio
MA — 14.26% of portfolio
MCO — 8.49% of portfolio
RACE — 7.71% of portfolio
DJCO — 4.8% of portfolio

What You Can Track on This Page | 가이 스파이어 페이지 상세 정보

Complete SEC 13F holdings updated quarterly | 최신 SEC 13F 공시 기반 전체 보유 종목
Trade history: new buys, additions, sells, and liquidations | 분기별 매매 내역(신규 매수, 추가 매수, 매도, 청산)
Sector allocation and portfolio concentration analysis | 포트폴리오 섹터 비중 분석
Assets Under Management (AUM) trend | AUM(운용자산) 변화 추이
Compare with other legendary investors | 다른 월가 전설 투자자와의 포트폴리오 비교

Top 20 Most-Held Stocks by Legendary Investors | 월가 전설들이 가장 많이 보유한 종목

알파벳 (GOOGL) — 28 legendary investors hold this stock
메타 (META) — 26 legendary investors hold this stock
아마존 (AMZN) — 25 legendary investors hold this stock
마이크로소프트 (MSFT) — 23 legendary investors hold this stock
TSMC (TSM) — 23 legendary investors hold this stock
알파벳C (GOOG) — 22 legendary investors hold this stock
비자 (V) — 20 legendary investors hold this stock
애플 (AAPL) — 17 legendary investors hold this stock
캐피털원 (COF) — 17 legendary investors hold this stock
엔비디아 (NVDA) — 17 legendary investors hold this stock
AMD (AMD) — 15 legendary investors hold this stock
브로드컴 (AVGO) — 15 legendary investors hold this stock
마스터카드 (MA) — 15 legendary investors hold this stock
스노우플레이크 (SNOW) — 15 legendary investors hold this stock
스페이스X (SPCX) — 15 legendary investors hold this stock
S&P 글로벌 (SPGI) — 15 legendary investors hold this stock
우버 (UBER) — 15 legendary investors hold this stock
ASML HOLDING N V (ASML) — 14 legendary investors hold this stock
버크셔 해서웨이 (BRK-B) — 14 legendary investors hold this stock
마이크론 (MU) — 14 legendary investors hold this stock