Li Lu — Himalaya Capital Management LLC

Li LuHimalaya Capital Management LLC

13F portfolio as reported for Q2 2026 · total reported value $3.70B · source: public SEC filings

Top 8 reported holdings
TickerCompanyShares Reported valuePortfolio weight
GOOGLAlphabet Inc.2,543,300$908.9M24.6%
GOOGAlphabet Inc.2,451,300$866.1M23.4%
PDDPDD Holdings Inc.10,761,119$820.9M22.2%
BRK/BBerkshire Hathaway Inc.1,108,318$554.6M15.0%
EWBCEast West Bancorp, Inc.2,776,351$358.4M9.7%
CROXCrocs, Inc.887,093$107.0M2.9%
TMETencent Music Entertainment Group6,590,836$55.0M1.5%
AAPLApple Inc.110,600$32.0M0.9%

13F filings are quarterly, published up to 45 days after quarter end, and report only long U.S.-listed equity positions. They are not a complete or current picture of any portfolio.