Himalaya Capital Management LLC
Li Lu · As of Q1 2026 · filed May 15, 2026
| GOOGL ALPHABET INC-CL A | 22.8% | Held | 2,543,300 | $731.4M |
| GOOG ALPHABET INC-CL C | 22.0% | Held | 2,451,300 | $703.2M |
| PDD PDD HOLDINGS INC | 14.7% | Held | 4,608,000 | $470.8M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 13.4% | Held | 897,749 | $430.2M |
| EWBC EAST WEST BANCORP INC | 9.3% | Held | 2,776,351 | $296.4M |
| BAC BANK OF AMERICA CORP | 4.6% | Reduced −71.3% | 2,997,987 | $146.2M |
| OXY OCCIDENTAL PETROLEUM CORP | 3.0% | Held | 1,466,500 | $95.3M |
| CROX CROCS INC | 2.3% | Added +41.2% | 887,093 | $73.6M |
| TME TENCENT MUSIC ENTERTAINM-ADR | 1.9% | New | 6,590,836 | $61.2M |
| SPGI S&P GLOBAL INC | 1.6% | New | 121,463 | $51.7M |
| HRB H&R BLOCK INC | 1.6% | New | 1,626,906 | $51.6M |
| MCO MOODY'S CORP | 1.6% | New | 117,784 | $51.4M |
| AAPL APPLE INC | 0.9% | Held | 110,600 | $28.1M |
| MSCI MSCI INC | 0.3% | New | 18,939 | $10.2M |
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.