Himalaya Capital Management LLC activity
Every position Li Lu opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
Add
2
Exit
6
8 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| BAC | Exit | 4.6% to 0% | $146M | Q1→Q2 |
| OXY | Exit | 3.0% to 0% | $95M | Q1→Q2 |
| HRB | Exit | 1.6% to 0% | $52M | Q1→Q2 |
| MCO | Exit | 1.6% to 0% | $51M | Q1→Q2 |
| SPGI | Exit | 1.6% to 0% | $52M | Q1→Q2 |
| MSCI | Exit | 0.32% to 0% | $10M | Q1→Q2 |
| PDD | Add | 14.7% to 22.2% | +133.5% sh | Q1→Q2 |
| BRK.B | Add | 13.4% to 15.0% | +23.5% sh | Q1→Q2 |