Li Lu
Himalaya Capital · Value · $3.7B across 8 positions
As reported for the quarter ending Jun 30, 2026, filed Aug 14, 2026. Read it on EDGAR
Largest positions
| Holding | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGLAlphabet INC | $908.9M | 24.55% | Unchanged |
| GOOGAlphabet INC | $866.1M | 23.39% | Unchanged |
| PDDPdd Holdings INC | $820.9M | 22.17% | Added +134% |
| BRK-BBerkshire Hathaway INC Del | $554.6M | 14.98% | Added +24% |
| EWBCEast West Bancorp INC | $358.4M | 9.68% | Unchanged |
| CROXCrocs INC | $107.0M | 2.89% | Unchanged |
| TMETencent Music Entertainm | $55.0M | 1.49% | Unchanged |
| AAPLApple INC | $32.0M | 0.86% | Unchanged |
Sold out of
Held at the previous filing, gone from this one.