Himalaya Capital (Li Lu)
Famous investors & activistsFiles as Himalaya Capital Management LLC (SEC CIK 1709323). Portfolio from its latest quarterly 13F-HR filing.
- $3.7B
- Tracked value
- 8
- Positions
- Q2 2026
- Portfolio as of
- Aug 14, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | GOOGLAlphabet Inc. | 24.5% | unch. | 2,543,300 | $908.9M |
| 2 | GOOGAlphabet Inc. | 23.4% | unch. | 2,451,300 | $866.12M |
| 3 | PDDPDD Holdings Inc. | 22.2% | ▲ 134% | 10,761,119 | $820.86M |
| 4 | BRK-BBERKSHIRE HATHAWAY INC | 15.0% | ▲ 23.5% | 1,108,318 | $554.59M |
| 5 | EWBCEAST WEST BANCORP INC | 9.7% | unch. | 2,776,351 | $358.4M |
| 6 | CROXCrocs, Inc. | 2.9% | unch. | 887,093 | $107.02M |
| 7 | TMETencent Music Entertainment Group | 1.5% | unch. | 6,590,836 | $55.03M |
| 8 | AAPLApple Inc. | 0.9% | unch. | 110,600 | $32M |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.