ALPHABET INC · GOOGL
Value$908.90M
Weight24.55%
Shares2,543,300
Change—
← Back to managers
Himalaya Capital Management
Li Lu · CIK 0001709323 · filed 2026-08-14
Equity positions
ALPHABET INC · GOOG
Value$866.12M
Weight23.39%
Shares2,451,300
Change—
PDD HOLDINGS INC · PDD
Value$820.86M
Weight22.17%
Shares10,761,119
ChangeAdd+7.46%
BERKSHIRE HATHAWAY INC DEL · BRK.B
Value$554.59M
Weight14.98%
Shares1,108,318
ChangeAdd+1.54%
EAST WEST BANCORP INC · EWBC
Value$358.40M
Weight9.68%
Shares2,776,351
Change—
CROCS INC · CROX
Value$107.02M
Weight2.89%
Shares887,093
Change—
TENCENT MUSIC ENTERTAINM · TME
Value$55.03M
Weight1.49%
Shares6,590,836
Change—
| Company | Type | Shares | Value ▼ | Weight | Change | 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% | Add+7.46% | Consumer Discretionary |
| BERKSHIRE HATHAWAY INC DEL · BRK.B | Equity | 1,108,318 | $554.59M | 14.98% | Add+1.54% | 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 2026BK OF AMERICA CORP · BAC
Last value$146.15M
Last weight4.57%
Last shares2,997,987
ChangeExit-4.57%
OCCIDENTAL PETE CORP · OXY
Last value$95.32M
Last weight2.98%
Last shares1,466,500
ChangeExit-2.98%
S&P GLOBAL INC · SPGI
Last value$51.66M
Last weight1.61%
Last shares121,463
ChangeExit-1.61%
BLOCK H & R INC · HRB
Last value$51.64M
Last weight1.61%
Last shares1,626,906
ChangeExit-1.61%
MOODYS CORP · MCO
Last value$51.38M
Last weight1.61%
Last shares117,784
ChangeExit-1.61%
MSCI INC · MSCI
Last value$10.21M
Last weight0.32%
Last shares18,939
ChangeExit-0.32%
| Company | Type | Last shares | Last value | Last weight | Change | Sector |
|---|---|---|---|---|---|---|
| BK OF AMERICA CORP · BAC | Equity | 2,997,987 | $146.15M | 4.57% | Exit-4.57% | Financials |
| OCCIDENTAL PETE CORP · OXY | Equity | 1,466,500 | $95.32M | 2.98% | Exit-2.98% | Energy |
| S&P GLOBAL INC · SPGI | Equity | 121,463 | $51.66M | 1.61% | Exit-1.61% | Financials |
| BLOCK H & R INC · HRB | Equity | 1,626,906 | $51.64M | 1.61% | Exit-1.61% | Consumer Discretionary |
| MOODYS CORP · MCO | Equity | 117,784 | $51.38M | 1.61% | Exit-1.61% | Financials |
| MSCI INC · MSCI | Equity | 18,939 | $10.21M | 0.32% | Exit-0.32% | Financials |