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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

9 changes from Li Lu (Himalaya Capital), filed 2025-08-14 for period end 2025-06-30.

$2.7B portfolio value
StockActionChangeCurrentPortfolio Impact
722304102
PDD HOLDINGS INC
New$482.3M$482.3M17.93%
60505104
BK OF AMERICA CORP
Reduced-$84.2M$493.6M3.13%
02079K305
ALPHABET INC
Increased$54.9M$448.2M2.04%
02079K107
ALPHABET INC
Increased$51.9M$434.8M1.93%
84670702
BERKSHIRE HATHAWAY INC DEL
Reduced-$42.0M$436.1M1.56%
27579R104
EAST WEST BANCORP INC
Increased$31.2M$280.4M1.16%
674599105
OCCIDENTAL PETE CORP
Reduced-$10.8M$61.6M0.40%
78574H104
SABLE OFFSHORE CORP
Reduced-$4.6M$29.5M0.17%
37833100
APPLE INC
Reduced-$1.9M$22.7M0.07%

Evidence

Related Cards

WB
Sold out37833100

Warren Buffett

Warren Buffett (Berkshire Hathaway) filed a 13F change in 37833100 (37833100) on 2025-08-14, covering period end 2025-03-31.

WB
Sold out25816109

Warren Buffett

Warren Buffett (Berkshire Hathaway) filed a 13F change in 25816109 (25816109) on 2025-08-14, covering period end 2025-03-31.

WB
Sold out60505104

Warren Buffett

Warren Buffett (Berkshire Hathaway) filed a 13F change in 60505104 (60505104) on 2025-08-14, covering period end 2025-03-31.

Li Lu (Himalaya Capital) disclosed reduced in APPLE INC | TradingNote AI