Manager activity
Himalaya Capital Management LLC
Li Lu
Add
2
Exit
6
8 shown
| ticker | action | Δ port | detail | period |
|---|---|---|---|---|
| BAC | Exit | −4.57 pp | was 4.6% | Q1→Q2 |
| OXY | Exit | −2.98 pp | was 3.0% | Q1→Q2 |
| HRB | Exit | −1.61 pp | was 1.6% | Q1→Q2 |
| MCO | Exit | −1.61 pp | was 1.6% | Q1→Q2 |
| SPGI | Exit | −1.61 pp | was 1.6% | Q1→Q2 |
| MSCI | Exit | −0.32 pp | was 0.32% | Q1→Q2 |
| PDD | Add | +7.46 pp | +133.5% sh | Q1→Q2 |
| BRK.B | Add | +1.54 pp | +23.5% sh | Q1→Q2 |