Manager
Himalaya Capital Management LLC
All 13F filings
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| Reduce | BK OF AMERICA CORP | -7,433,400 | -11.51 pp |
| Reduce | ALPHABET INC | -92,000 | -0.34 pp |
| New | TENCENT MUSIC ENTMT GROUP | +6,590,836 | +1.91 pp |
| New | S&P GLOBAL INC | +121,463 | +1.61 pp |
| New | BLOCK H & R INC | +1,626,906 | +1.61 pp |
| New | MOODYS CORP | +117,784 | +1.61 pp |
| Add | ALPHABET INC | +92,000 | +1.29 pp |
| Add | CROCS INC | +258,934 | +0.80 pp |
| New | MSCI INC | +18,939 | +0.32 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000204358526000013 | Q1 2026 | 14 | 3,201,226,867 | 13F-HR | 5/15/2026 | Himalaya Capital Management LLC |
| 000204358526000012 | Q4 2025 | 9 | 3,568,876,223 | RESTATEMENT | 2/19/2026 | Himalaya Capital Management LLC |
| 000204358526000011 | Q4 2025 | 9 | 3,568,876,223 | 13F-HR | 2/17/2026 | Himalaya Capital Management LLC |
| 000204358525000015 | Q3 2025 | 9 | 3,230,264,839 | 13F-HR | 11/12/2025 | Himalaya Capital Management LLC |
| 000204358525000010 | Q2 2025 | 9 | 2,689,202,442 | 13F-HR | 8/14/2025 | Himalaya Capital Management LLC |
| 000204358525000004 | Q1 2025 | 8 | 2,212,436,862 | 13F-HR | 5/15/2025 | Himalaya Capital Management LLC |
| 000170932325000001 | Q4 2024 | 8 | 2,711,379,783 | 13F-HR | 2/14/2025 | Himalaya Capital Management LLC |
| 000170932324000009 | Q3 2024 | 8 | 2,472,447,859 | 13F-HR | 11/14/2024 | Himalaya Capital Management LLC |