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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

8 changes from Li Lu (Himalaya Capital), filed 2024-11-14 for period end 2024-09-30.

$2.5B portfolio value
StockActionChangeCurrentPortfolio Impact
37833100
APPLE INC
Reduced-$86.0M$74.0M3.48%
02079K107
ALPHABET INC
Reduced-$49.4M$508.9M2.00%
84670702
BERKSHIRE HATHAWAY INC DEL
Increased$48.0M$413.2M1.94%
02079K305
ALPHABET INC
Reduced-$41.5M$421.8M1.68%
78574H104
SABLE OFFSHORE CORP
New$31.7M$31.7M1.28%
27579R104
EAST WEST BANCORP INC
Increased$26.4M$229.7M1.07%
674599105
OCCIDENTAL PETE CORP
Reduced-$16.9M$75.6M0.68%
60505104
BK OF AMERICA CORP
Reduced-$1.6M$717.5M0.07%

Evidence

Related Cards

MB
Increased47215P106

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in JD.COM INC (47215P106) on 2024-11-14, covering period end 2024-09-30.

MB
Increased01609W102

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in ALIBABA GROUP HLDG LTD (01609W102) on 2024-11-14, covering period end 2024-09-30.

PT
Increased464287655

Paul Tudor Jones II

Paul Tudor Jones II (Tudor Investment) filed a 13F change in Ishares Russell 2000 Etf - US ETP (464287655) on 2024-11-14, covering period end 2024-09-30.

Li Lu (Himalaya Capital) disclosed reduced in BK OF AMERICA CORP | TradingNote AI