Himalaya Capital Management

Managed by Li Lu
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Portfolio value
$3.70B
Holdings
7
Top 5 weight
97.65%
Latest filing

Portfolio

Reported 13F holdings, largest positions first
7holdings
GOOGL 47.94%PDD 22.17%BRK.B 14.98%EWBC 9.68%CROX 2.89%Other 2.35%
Company% PortfolioSharesValue
GOOGLALPHABET INC47.94%4,994,600$1.78BPDDPDD HOLDINGS INC22.17%10,761,100$820.90MBRK.BBERKSHIRE HATHAWAY INC14.98%1,108,300$554.60MEWBCEAST WEST BANCORP INC9.68%2,776,400$358.40MCROXCROCS INC2.89%887,100$107.00MTMETENCENT MUSIC ENTERTAINMENT GROUP1.49%6,590,800$55.00MAAPLAPPLE INC0.86%110,600$32.00M
From the fund's Q2 '26 13F filingWhat is a 13F?

Activity

Buys and sells, quarter by quarter
Filing quarter

filing - 8 moves · 2 buy-side · 6 sell-side

CompanyChangeValue
PDDPDD HOLDINGS INC134%$820.90MBRK.BBERKSHIRE HATHAWAY INC23%$554.60MBACBANK OF AMERICA CORPSold$146.20MOXYOCCIDENTAL PETROLEUM CORPSold$95.30MSPGIS&P GLOBAL INCSold$51.70MHRBH&R BLOCK INCSold$51.60MMCOMOODYS CORPSold$51.40MMSCIMSCI INCSold$10.20M

filing - 7 moves · 6 buy-side · 1 sell-side

CompanyChangeValue
BACBANK OF AMERICA CORP71%$146.20MCROXCROCS INC41%$73.60MTMETENCENT MUSIC ENTERTAINMENT GROUPNew$61.20MSPGIS&P GLOBAL INCNew$51.70MHRBH&R BLOCK INCNew$51.60MMCOMOODYS CORPNew$51.40MMSCIMSCI INCNew$10.20M

filing - 2 moves · 1 buy-side · 1 sell-side

CompanyChangeValue
CROXCROCS INCNew$53.70MSOCSABLE OFFSHORE CORPSold$23.40M

filing - 2 moves · 1 buy-side · 1 sell-side

CompanyChangeValue
BACBANK OF AMERICA CORP25%$493.60MPDDPDD HOLDINGS INCNew$482.30M

filing - 3 moves · 0 buy-side · 3 sell-side

CompanyChangeValue
GOOGLALPHABET INC11%$776.30MBACBANK OF AMERICA CORP23%$577.80MAAPLAPPLE INC65%$24.60M

filing - 2 moves · 1 buy-side · 1 sell-side

CompanyChangeValue
AAPLAPPLE INC58%$74.00MSOCSABLE OFFSHORE CORPNew$31.70M

filing - 1 move · 1 buy-side · 0 sell-side

CompanyChangeValue
OXYOCCIDENTAL PETROLEUM CORPNew$92.40M

filing - 2 moves · 1 buy-side · 1 sell-side

CompanyChangeValue
MUMICRON TECHNOLOGY INCSold$411.90MEWBCEAST WEST BANCORP INC21%$146.60M
Changes are share-count changes vs. the prior quarter