LL
Li Lu (Himalaya Capital) disclosed reduced in SABLE OFFSHORE CORP
Li Lu (Himalaya Capital) filed a 13F change in SABLE OFFSHORE CORP (78574H104) on 2025-11-12, covering period end 2025-09-30.
Action
Reduced
Capital
$23,448,780 current disclosed value
Institutional 13F Signals1 evidence source
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 2025-11-12 for period end 2025-09-30.
$3.2B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
02079K305 ALPHABET INC | Increased | $170.1M | $618.3M | 5.26% |
02079K107 ALPHABET INC | Increased | $162.2M | $597.0M | 5.02% |
722304102 PDD HOLDINGS INC | Increased | $126.8M | $609.0M | 3.92% |
60505104 BK OF AMERICA CORP | Increased | $44.5M | $538.2M | 1.38% |
84670702 BERKSHIRE HATHAWAY INC DEL | Increased | $15.2M | $451.3M | 0.47% |
27579R104 EAST WEST BANCORP INC | Increased | $15.2M | $295.5M | 0.47% |
674599105 OCCIDENTAL PETE CORP | Increased | $7.7M | $69.3M | 0.24% |
78574H104 SABLE OFFSHORE CORP | Reduced | -$6.1M | $23.4M | 0.19% |
37833100 APPLE INC | Increased | $5.5M | $28.2M | 0.17% |