Himalaya Capital Management LLC
Li Lu · As of Q2 2026 · filed Aug 14, 2026
| GOOGL ALPHABET INC-CL A | 24.5% | Held | 2,543,300 | $908.9M |
| GOOG ALPHABET INC-CL C | 23.4% | Held | 2,451,300 | $866.1M |
| PDD PDD HOLDINGS INC | 22.2% | Added +133.5% | 10,761,119 | $820.9M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 15.0% | Added +23.5% | 1,108,318 | $554.6M |
| EWBC EAST WEST BANCORP INC | 9.7% | Held | 2,776,351 | $358.4M |
| CROX CROCS INC | 2.9% | Held | 887,093 | $107.0M |
| TME TENCENT MUSIC ENTERTAINM-ADR | 1.5% | Held | 6,590,836 | $55.0M |
| AAPL APPLE INC | 0.9% | Held | 110,600 | $32.0M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BAC BANK OF AMERICA CORP | 2,997,987 | $146.2M |
| OXY OCCIDENTAL PETROLEUM CORP | 1,466,500 | $95.3M |
| SPGI S&P GLOBAL INC | 121,463 | $51.7M |
| HRB H&R BLOCK INC | 1,626,906 | $51.6M |
| MCO MOODY'S CORP | 117,784 | $51.4M |
| MSCI MSCI INC | 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.