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Investors/ Himalaya Capital Management LLC/ Q2 2025

Himalaya Capital Management LLC

Li Lu · As of Q2 2025 · filed Aug 14, 2025

BAC BANK OF AMERICA CORP
18.4%
Reduced −24.7% 10,431,387 $493.6M
PDD PDD HOLDINGS INC
17.9%
New 4,608,000 $482.3M
GOOGL ALPHABET INC-CL A
16.7%
Held 2,543,300 $448.2M
BRK/B BERKSHIRE HATHAWAY INC-CL B
16.2%
Held 897,749 $436.1M
GOOG ALPHABET INC-CL C
16.2%
Held 2,451,300 $434.8M
EWBC EAST WEST BANCORP INC
10.4%
Held 2,776,351 $280.4M
OXY OCCIDENTAL PETROLEUM CORP
2.3%
Held 1,466,500 $61.6M
SOC SABLE OFFSHORE CORP
1.1%
Held 1,343,000 $29.5M
AAPL APPLE INC
0.8%
Held 110,600 $22.7M

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.