Himalaya Capital Management LLC (Li Lu) 13F Holdings · Q2 2026
Himalaya Capital Management LLC reported 8 securities worth $3.70B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GOOGL (24.55%), GOOG (23.39%), PDD (22.17%). Among its top 25 positions this quarter: 2 added, 6 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $908.9M | 24.55% | 2.5M | Hold |
| 2 | GOOG | ALPHABET INC | $866.1M | 23.39% | 2.5M | Hold |
| 3 | PDD | PDD HOLDINGS INC | $820.9M | 22.17% | 10.8M | Added |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $554.6M | 14.98% | 1.1M | Added |
| 5 | EWBC | EAST WEST BANCORP INC | $358.4M | 9.68% | 2.8M | Hold |
| 6 | CROX | CROCS INC | $107.0M | 2.89% | 887,093 | Hold |
| 7 | TME | TENCENT MUSIC ENTERTAINM | $55.0M | 1.49% | 6.6M | Hold |
| 8 | AAPL | APPLE INC | $32.0M | 0.86% | 110,600 | Hold |
| 9 | BAC | BK OF AMERICA CORP | $0 | 0.00% | 0 | Exited |
| 10 | HRB | BLOCK H & R INC | $0 | 0.00% | 0 | Exited |
| 11 | MCO | MOODYS CORP | $0 | 0.00% | 0 | Exited |
| 12 | MSCI | MSCI INC | $0 | 0.00% | 0 | Exited |
| 13 | OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | Exited |
| 14 | SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR