Market Actions for July 15, 2026
Li Lu (Himalaya Capital)Investor Portfolio
Reduced $BAC share count by 71.3%, portfolio weight down from 16.1% to 4.6% The current position is about 3M shares, worth about $146.2M. AI & Compute Infrastructure weight rose 23.3 percentage points while Funds & Listed Vehicles weight fell 1.9 percentage points.
