Himalaya Capital Management LLC
Li Lu · As of Q4 2025 · filed Feb 18, 2026
| GOOGL ALPHABET INC-CL A | 22.3% | Held | 2,543,300 | $796.1M |
| GOOG ALPHABET INC-CL C | 21.6% | Held | 2,451,300 | $769.2M |
| BAC BANK OF AMERICA CORP | 16.1% | Held | 10,431,387 | $573.7M |
| PDD PDD HOLDINGS INC | 14.6% | Held | 4,608,000 | $522.5M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 12.6% | Held | 897,749 | $451.3M |
| EWBC EAST WEST BANCORP INC | 8.7% | Held | 2,776,351 | $312.0M |
| OXY OCCIDENTAL PETROLEUM CORP | 1.7% | Held | 1,466,500 | $60.3M |
| CROX CROCS INC | 1.5% | New | 628,159 | $53.7M |
| AAPL APPLE INC | 0.8% | Held | 110,600 | $30.1M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| SOC SABLE OFFSHORE CORP | 1,343,000 | $23.4M |
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.