13F FILER • LI LU
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
WHAT CHANGED THIS QUARTER
In its Q2 2026 13F, filed Aug 14, 2026, Himalaya Capital Management reported 8 positions worth $3.7B in US-listed stock. The largest stock position is Alphabet Inc at 24.6% of the reported book.
It exited 6, the largest stock exits being Bk Of America Corp ($146.2M last quarter), Occidental Pete Corp ($95.3M last quarter) and S&P Global Inc ($51.7M last quarter).
Among positions it already held, the biggest increases by share count were Pdd Holdings Inc (+134%) and Berkshire Hathaway Inc Del (+24%).
| 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, cash, ordinary bonds or private holdings — and is 45 days old on publication.
EXITS
- Bk Of America Corp$146.2M last quarter
- Occidental Pete Corp$95.3M last quarter
- S&P Global Inc$51.7M last quarter
- Block H & R Inc$51.6M last quarter
- Moodys Corp$51.4M last quarter