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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 2025-02-14 for period end 2024-12-31.

$2.7B portfolio value
StockActionChangeCurrentPortfolio Impact
60505104
BK OF AMERICA CORP
Increased$77.2M$794.7M2.85%
02079K107
ALPHABET INC
Increased$70.8M$579.7M2.61%
02079K305
ALPHABET INC
Increased$59.6M$481.4M2.20%
27579R104
EAST WEST BANCORP INC
Increased$36.1M$265.9M1.33%
84670702
BERKSHIRE HATHAWAY INC DEL
Reduced-$6.3M$406.9M0.23%
37833100
APPLE INC
Increased$5.5M$79.6M0.20%
674599105
OCCIDENTAL PETE CORP
Reduced-$3.1M$72.5M0.12%
78574H104
SABLE OFFSHORE CORP
Reduced-$980,390$30.8M0.04%

Evidence

Related Cards

MB
Reduced47215P106

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in JD.COM INC (47215P106) on 2025-02-14, covering period end 2024-12-31.

MB
Reduced01609W102

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in ALIBABA GROUP HLDG LTD (01609W102) on 2025-02-14, covering period end 2024-12-31.

BB
Reduced790148100

Bruce Berkowitz

Bruce Berkowitz (Fairholme Capital) filed a 13F change in ST JOE CO (790148100) on 2025-02-14, covering period end 2024-12-31.

Li Lu (Himalaya Capital) disclosed increased in ALPHABET INC | TradingNote AI