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
| GOOGL - Alphabet · CL A | 22.85% | Add +3.8% | 2,543,300 | $287.56 | $731M | +92,000 | −$38M |
| GOOG - Alphabet · CL C | 21.97% | Reduce −3.6% | 2,451,300 | $286.86 | $703M | −92,000 | −$93M |
| PDD - Pinduoduo | 14.71% | Hold | 4,608,000 | $102.18 | $471M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 13.44% | Hold | 897,749 | $479.20 | $430M | — | — |
| WST - East West Bancorp | 9.26% | Hold | 2,776,351 | $106.76 | $296M | — | — |
| BAC - Bank of America | 4.57% | Reduce −71.3% | 2,997,987 | $48.75 | $146M | −7,433,400 | −$428M |
| OXY - Occidental | 2.98% | Hold | 1,466,500 | $65.00 | $95M | — | — |
| CROX - Crocs | 2.30% | Add +41.2% | 887,093 | $83.02 | $74M | +258,934 | +$20M |
| TME - Tencent Music Entmt Group | 1.91% | New | 6,590,836 | $9.28 | $61M | +6,590,836 | +$61M |
| SPGI - S&P Global | 1.61% | New | 121,463 | $425.34 | $52M | +121,463 | +$52M |
| HRB — | 1.61% | New | 1,626,906 | $31.74 | $52M | +1,626,906 | +$52M |
| MCO - Moodys | 1.61% | New | 117,784 | $436.25 | $51M | +117,784 | +$51M |
| AAPL - Apple | 0.88% | Hold | 110,600 | $253.79 | $28M | — | — |
| MSCI - MSCI Inc | 0.32% | New | 18,939 | $539.01 | $10M | +18,939 | +$10M |
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