Smart Money · Value investors
Li Lu
Himalaya Capital
01
13F holdings
Himalaya Capital Management LLC · period 2026-06-30 (filed 2026-08-14)
13F portfolio value$3.7B8 positions
Top-10 weight100.0%Concentration
New / added0 / 2vs 2026-03-31
Trimmed / sold out0 / 6vs 2026-03-31
Top 8 positions
| Ticker | Name | Value | Weight | Change | Share change |
|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $909M | 24.5% | Held | – |
| GOOG | ALPHABET INC | $866M | 23.4% | Held | – |
| PDD | PDD HOLDINGS INC | $821M | 22.2% | Added | +133.5% |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | $555M | 15.0% | Added | +23.5% |
| EWBC | EAST WEST BANCORP INC | $358M | 9.7% | Held | – |
| CROX | CROCS INC | $107M | 2.9% | Held | – |
| TME | TENCENT MUSIC ENTERTAINM | $55M | 1.5% | Held | – |
| AAPL | APPLE INC | $32M | 0.9% | Held | – |
New this quarter (by value)
| Ticker | Name | Value | Weight | Change | Share change |
|---|
Sold out this quarter (by prior value)
13F covers US long positions only (options at notional value). No shorts, cash or foreign assets; filed within 45 days of quarter end.
Original filings: 13F-HR（2026-08-14）