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Investors/ Himalaya Capital Management LLC/ Q1 2023

Himalaya Capital Management LLC

Li Lu · As of Q1 2023 · filed May 15, 2023

BAC BANK OF AMERICA CORP
25.4%
Added +24.0% 18,081,133 $517.1M
MU MICRON TECHNOLOGY INC
20.2%
Reduced −40.5% 6,826,079 $411.9M
GOOG ALPHABET INC-CL C
15.5%
Held 3,044,000 $316.6M
BRK/B BERKSHIRE HATHAWAY INC-CL B
13.6%
Held 897,749 $277.2M
GOOGL ALPHABET INC-CL A
12.9%
Held 2,543,300 $263.8M
EWBC EAST WEST BANCORP INC
6.2%
New 2,296,300 $127.4M
AAPL APPLE INC
6.1%
Held 759,600 $125.3M

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.