Manager activity
Himalaya Capital Management LLC
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/15/2026 · Full comparison · All filings
New · 5
Add · 2
Reduce · 2
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Reduce | BK OF AMERICA CORP | -7,433,400 | -71.3% | -11.51 pp | 5/15/2026 |
| Reduce | ALPHABET INC | -92,000 | -3.6% | -0.34 pp | 5/15/2026 |
| New | TENCENT MUSIC ENTMT GROUP | +6,590,836 | New | +1.91 pp | 5/15/2026 |
| New | S&P GLOBAL INC | +121,463 | New | +1.61 pp | 5/15/2026 |
| New | BLOCK H & R INC | +1,626,906 | New | +1.61 pp | 5/15/2026 |
| New | MOODYS CORP | +117,784 | New | +1.61 pp | 5/15/2026 |
| Add | ALPHABET INC | +92,000 | +3.8% | +1.29 pp | 5/15/2026 |
| Add | CROCS INC | +258,934 | +41.2% | +0.80 pp | 5/15/2026 |
| New | MSCI INC | +18,939 | New | +0.32 pp | 5/15/2026 |