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Himalaya Capital Management
Li Lu · CIK 0001709323 · filed 2026-08-14
Equity positions
NameWeightValueChange
| Company | Type | Shares | Value ▼ | WeightCurrent portfolio weight this quarter. The signed percent is how that weight changed versus last quarter. Weight can move even if the share count did not. | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
 ALPHABET INC · GOOGL | Equity | 2,543,300 | $908.90M | 24.55% | — | Communication Services |
 ALPHABET INC · GOOG | Equity | 2,451,300 | $866.12M | 23.39% | — | Communication Services |
 PDD HOLDINGS INC · PDD | Equity | 10,761,119 | $820.86M | 22.17%+7.46% | Add+133.53% | Consumer Discretionary |
 BERKSHIRE HATHAWAY INC DEL · BRK.B | Equity | 1,108,318 | $554.59M | 14.98%+1.54% | Add+23.46% | Financials |
 EAST WEST BANCORP INC · EWBC | Equity | 2,776,351 | $358.40M | 9.68% | — | Financials |
 CROCS INC · CROX | Equity | 887,093 | $107.02M | 2.89% | — | Consumer Discretionary |
 TENCENT MUSIC ENTERTAINM · TME | Equity | 6,590,836 | $55.03M | 1.49% | — | Communication Services |
Exited this quarter
6 sold out vs Q1 2026NameLast wtLast valChange
| Company | Type | Last shares | Last value | Last weight | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
 BK OF AMERICA CORP · BAC | Equity | 2,997,987 | $146.15M | 4.57% | Exit | Financials |
 OCCIDENTAL PETE CORP · OXY | Equity | 1,466,500 | $95.32M | 2.98% | Exit | Energy |
 S&P GLOBAL INC · SPGI | Equity | 121,463 | $51.66M | 1.61% | Exit | Financials |
 BLOCK H & R INC · HRB | Equity | 1,626,906 | $51.64M | 1.61% | Exit | Consumer Discretionary |
 MOODYS CORP · MCO | Equity | 117,784 | $51.38M | 1.61% | Exit | Financials |
 MSCI INC · MSCI | Equity | 18,939 | $10.21M | 0.32% | Exit | Financials |