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Li Lu
Himalaya Capital is the institutional manager run by Li Lu. The positions below are disclosed each quarter in the fund's SEC Form 13F.
From the fund's quarterly SEC 13F: long U.S. equity and options positions at quarter-end, published up to 45 days later. Excludes short sales, cash, and non-U.S. holdings.
Quarterly, as of Jun 30, 2026
Total value reported in each quarterly 13F filing. Includes option notional, so it reflects scale and inflows, not return.
Weights are of disclosed long equity positions only. Q/Q compares share counts against the prior quarter.
| Value | Weight | |||
|---|---|---|---|---|
GO GOOGLALPHABET INC | $908.90M | 24.55% | ||
GO GOOGLALPHABET INC | $866.12M | 23.39% | ||
P PDD HOLDINGS INC | $820.86M | 22.17% | ||
B BERKSHIRE HATHAWAY INC DEL | $554.59M | 14.98% | ||
E EAST WEST BANCORP INC | $358.40M | 9.68% | ||
C CROCS INC | $107.02M | 2.89% | ||
T TENCENT MUSIC ENTERTAINM | $55.03M | 1.49% | ||
AA AAPLAPPLE INC | $32.00M | 0.86% | ||
B BK OF AMERICA CORP | — | — | ||
O OCCIDENTAL PETE CORP | — | — | ||
P P GLOBAL INC | — | — | ||
R R INC | — | — | ||
M MOODYS CORP | — | — | ||
M MSCI INC | — | — |
For informational purposes only. This is not investment advice, not a recommendation, and not affiliated with or endorsed by any person or fund shown. Past activity does not predict future results.