Featured 13F manager
Himalaya Capital Management LLC Li Lu
Seattle, WA 21 processed 13Fs on this site · 2021 Q3–2026 Q2
- $3.7B
- 8 Positions
- 2026 Q2
- +15.7% QoQ
- Top 5 94.8%
Portfolio
top 5 94.8% · top 10 100.0%
- GOOGL - Alphabet · CL A 24.5%
- GOOG - Alphabet · CL C 23.4%
- PDD - Pinduoduo 22.2%
- BRK.B - Berkshire Hathaway · CL B 15.0%
- WST - East West Bancorp 9.7%
- CROX - Crocs 2.9%
- TME - Tencent Music Entertainm 1.5%
- AAPL - Apple 0.8%
AUM over time
Book
| MU - Micron Technology | 33.86% | Hold | 11,476,523 | $55.28 | $634M | — | — |
| BAC - Bank of America | 24.24% | Hold | 14,586,987 | $31.13 | $454M | — | — |
| GOOG - Alphabet · CL C | 17.77% | Add +77.2% | 152,200 | $2,187 | $333M | +66,300 | +$93M |
| BRK.B - Berkshire Hathaway · CL B | 13.08% | Hold | 897,749 | $273.02 | $245M | — | — |
| AAPL - Apple | 5.54% | Hold | 759,600 | $136.72 | $104M | — | — |
| GOOGL - Alphabet · CL A | 5.51% | New | 47,400 | $2,179 | $103M | +47,400 | +$103M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| META - Meta Platforms · CL A | 8.19% | Exit | 0 | $222.36 | $195M | −876,200 | −$195M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 8 | $3.7B | +15.7% | 13F-HR | 8/14/2026 | 000204358526000022 |
| 2026 Q1 | 14 | $3.2B | −10.3% | 13F-HR | 5/15/2026 | 000204358526000013 |
| 2025 Q4 | 9 | $3.6B | — | RESTATEMENT | 2/19/2026 | 000204358526000012 |
| 2025 Q4 | 9 | $3.6B | +10.5% | 13F-HR | 2/17/2026 | 000204358526000011 |
| 2025 Q3 | 9 | $3.2B | +20.1% | 13F-HR | 11/12/2025 | 000204358525000015 |
| 2025 Q2 | 9 | $2.7B | +21.6% | 13F-HR | 8/14/2025 | 000204358525000010 |
| 2025 Q1 | 8 | $2.2B | −18.4% | 13F-HR | 5/15/2025 | 000204358525000004 |
| 2024 Q4 | 8 | $2.7B | +9.7% | 13F-HR | 2/14/2025 | 000170932325000001 |
| 2024 Q3 | 8 | $2.5B | −3.5% | 13F-HR | 11/14/2024 | 000170932324000009 |
| 2024 Q2 | 7 | $2.6B | +13.4% | 13F-HR | 8/14/2024 | 000170932324000005 |
| 2024 Q1 | 6 | $2.3B | +9.8% | 13F-HR | 5/15/2024 | 000170932324000004 |
| 2023 Q4 | 6 | $2.1B | +13.1% | 13F-HR | 2/14/2024 | 000170932324000001 |
| 2023 Q3 | 6 | $1.8B | +1.6% | 13F-HR | 11/14/2023 | 000170932323000006 |
| 2023 Q2 | 6 | $1.8B | −12.2% | 13F-HR | 8/14/2023 | 000170932323000005 |
| 2023 Q1 | 7 | $2B | +5.8% | 13F-HR | 5/16/2023 | 000170932323000004 |
| 2022 Q4 | 6 | $1.9B | +10.5% | 13F-HR | 2/14/2023 | 000170932323000001 |
| 2022 Q3 | 6 | $1.7B | −6.9% | 13F-HR | 11/14/2022 | 000170932322000005 |
| 2022 Q2 | 6 | $1.9B | −21.2% | 13F-HR | 8/16/2022 | 000170932322000004 |
| 2022 Q1 | 6 | $2.4B | −10.7% | 13F-HR | 5/16/2022 | 000170932322000003 |
| 2021 Q4 | 6 | $2.7B | +24.1% | 13F-HR | 2/15/2022 | 000170932322000001 |
| 2021 Q3 | 7 | $2.1B | — | 13F-HR | 11/15/2021 | 000170932321000005 |
About
Himalaya Capital Management LLC
21 processed 13Fs on this site · 2021 Q3–2026 Q2