LL
Li Lu (Himalaya Capital) disclosed increased in ALPHABET INC
Li Lu (Himalaya Capital) filed a 13F change in ALPHABET INC (02079K305) on 2026-02-19, covering period end 2025-12-31.
Action
Increased
Capital
$796,052,900 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
10 changes from Li Lu (Himalaya Capital), filed 2026-02-19 for period end 2025-12-31.
$3.6B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
02079K305 ALPHABET INC | Increased | $177.8M | $796.1M | 4.98% |
02079K107 ALPHABET INC | Increased | $172.2M | $769.2M | 4.83% |
722304102 PDD HOLDINGS INC | Reduced | -$86.5M | $522.5M | 2.42% |
227046109 CROCS INC | New | $53.7M | $53.7M | 1.51% |
60505104 BK OF AMERICA CORP | Increased | $35.6M | $573.7M | 1.00% |
78574H104 SABLE OFFSHORE CORP | Sold out | -$23.4M | $0 | 0.66% |
27579R104 EAST WEST BANCORP INC | Increased | $16.5M | $312.0M | 0.46% |
674599105 OCCIDENTAL PETE CORP | Reduced | -$9.0M | $60.3M | 0.25% |
37833100 APPLE INC | Increased | $1.9M | $30.1M | 0.05% |
84670702 BERKSHIRE HATHAWAY INC DEL | Reduced | -$80,797 | $451.3M | 0.00% |