Li Lu
Himalaya Capital · 13F for the quarter to 30 June 2026, filed 14 August 2026
- Portfolio
- $3.7B
- Stocks
- 7
- Largest
- GOOGL
Portfolio
As of 30 June 2026. The change is in shares, against the 13F for 31 March 2026; a stock split is taken out. Read the 13F
| Stock | Weight | Value | Shares | Change |
|---|---|---|---|---|
 GOOGLAlphabet | 48% | $1.8B | 4,994,600 | Unchanged |
 PDDPdd Holdings Inc | 22% | $820.9M | 10,761,119 | +134% |
 BRK-BBerkshire Hathaway | 15% | $554.6M | 1,108,318 | +23% |
 EWBCEast West Bancorp Inc | 9.7% | $358.4M | 2,776,351 | Unchanged |
 CROXCrocs | 2.9% | $107.0M | 887,093 | Unchanged |
Every holding and move is free with an account
Sign up free
Moves since the 13F
Form 4 trades in companies where the firm is an insider, and Schedules 13D and 13G, filed once a stake passes 5%.
Nothing filed since the 13F.
Sold out during the quarter
| Stock | Weight | Value | Shares |
|---|---|---|---|
 BACBank of America | 4.6% | $146.2M | 2,997,987 |
 OXYOccidental Petroleum | 3.0% | $95.3M | 1,466,500 |
 SPGIS&p Global Inc | 1.6% | $51.7M | 121,463 |
 HRBBlock H & R Inc | 1.6% | $51.6M | 1,626,906 |
 MCOMoodys Corp | 1.6% | $51.4M | 117,784 |
Every holding and move is free with an account
Sign up free
Source: Form 13F, Form 4 and Schedules 13D and 13G filed with the SEC. A 13F lists US-listed shares only (no short positions, no cash, no holdings abroad); options and bonds are left out here. Values are at the quarter's end, as the firm reported them. Super investor portfolios