Himalaya Capital Management

Managed by Li Lu

Portfolio value: $3.70B
Holdings: 7
Top 5 weight: 97.65%
Latest filing: Q2 '26 Jun 30

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%4,995,000$1.78B PDDPDD HOLDINGS INC22.17%10,761,000$820.90M BRK.BBERKSHIRE HATHAWAY INC14.98%1,108,000$554.60M EWBCEAST WEST BANCORP INC9.68%2,776,000$358.40M CROXCROCS INC2.89%887,000$107.00M TMETENCENT MUSIC ENTERTAINMENT GROUP1.49%6,591,000$55.00M AAPLAPPLE INC0.86%111,000$32.00M

From the fund's Q2 '26 13F filingWhat is a 13F?

Activity

Buys and sells, quarter by quarter

Jun 30, 2026 filing - 8 moves · 2 buy-side · 6 sell-side

CompanyChangeValue

PDDPDD HOLDINGS INC134%$820.90M BRK.BBERKSHIRE HATHAWAY INC23%$554.60M BACBANK OF AMERICA CORPSold$146.20M OXYOCCIDENTAL PETROLEUM CORPSold$95.30M SPGIS&P GLOBAL INCSold$51.70M HRBH&R BLOCK INCSold$51.60M MCOMOODYS CORPSold$51.40M MSCIMSCI INCSold$10.20M

Changes are share-count changes vs. the prior quarter