Li Lu - Himalaya Capital Management 13F portfolio
Latest 13F filing: Q2 2026, filed with the SEC on Aug 14, 2026. 8 holdings worth $3.7B.
Changes since Q1 2026: 2 added to, 6 sold out.
| Stock | Name | Shares | Value | % of portfolio | Change since Q1 2026 | |
|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc | 2,543,300 | $908,899,121 | 24.5% | No change | History |
| GOOG | Alphabet Inc | 2,451,300 | $866,117,829 | 23.4% | No change | History |
| PDD | PDD Holdings Inc | 10,761,119 | $820,858,157 | 22.2% | Added 133.5% | History |
| BRK.B | Berkshire Hathaway Inc. New | 1,108,318 | $554,591,244 | 15.0% | Added 23.5% | History |
| EWBC | East West Bancorp, Inc | 2,776,351 | $358,399,151 | 9.68% | No change | History |
| CROX | Crocs, Inc | 887,093 | $107,018,900 | 2.89% | No change | History |
| TME | TENCENT MUSIC ENTERTAINM-ADR | 6,590,836 | $55,033,481 | 1.49% | No change | History |
| AAPL | Apple Inc | 110,600 | $32,003,216 | 0.86% | No change | History |
Sold out in Q2 2026: BAC, OXY, SPGI, HRB, MCO, MSCI.
Source: SEC Form 13F filing.