13F FILER
Himalaya Capital Management
Li Lu — Himalaya Capital Management LLC
No writing by this manager has been read and indexed yet, so this page carries the filings only. Holdings come straight from the Form 13F-HR on EDGAR.
8
Positions
$3.7B
Reported Value
100%
In Top 10
—
Claims Indexed
Largest reported positions
HIMALAYA CAPITAL MANAGEMENT LLC • CIK 0001709323 • 2026-06-30 • FILED 2026-08-14
| Issuer | Value | Weight | Shares QoQ |
|---|---|---|---|
| ALPHABET INC | $908.9M | 24.6% | — |
| ALPHABET INC | $866.1M | 23.4% | — |
| PDD HOLDINGS INC | $820.9M | 22.2% | +134% |
| BERKSHIRE HATHAWAY INC DEL | $554.6M | 15.0% | +24% |
| EAST WEST BANCORP INC | $358.4M | 9.7% | — |
| CROCS INC | $107.0M | 2.9% | — |
| TENCENT MUSIC ENTERTAINM | $55.0M | 1.5% | — |
| APPLE INC | $32.0M | 0.9% | — |
8 of 8 positions. A 13F covers long US-listed positions at a quarter end only — no shorts, leverage, bonds, cash or private holdings — and is 45 days old on publication.