LL
Li Lu (Himalaya Capital) disclosed reduced in ALPHABET INC
Li Lu (Himalaya Capital) filed a 13F change in ALPHABET INC (02079K305) on 2026-05-15, covering period end 2026-03-31.
Action
Reduced
Capital
$731,351,348 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
14 changes from Li Lu (Himalaya Capital), filed 2026-05-15 for period end 2026-03-31.
$3.2B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
60505104 BK OF AMERICA CORP | Reduced | -$427.6M | $146.2M | 13.36% |
02079K107 ALPHABET INC | Reduced | -$66.0M | $703.2M | 2.06% |
02079K305 ALPHABET INC | Reduced | -$64.7M | $731.4M | 2.02% |
88034P109 TENCENT MUSIC ENTMT GROUP | New | $61.2M | $61.2M | 1.91% |
78409V104 S&P GLOBAL INC | New | $51.7M | $51.7M | 1.61% |
722304102 PDD HOLDINGS INC | Reduced | -$51.7M | $470.8M | 1.61% |
93671105 BLOCK H & R INC | New | $51.6M | $51.6M | 1.61% |
615369105 MOODYS CORP | New | $51.4M | $51.4M | 1.61% |
674599105 OCCIDENTAL PETE CORP | Increased | $35.0M | $95.3M | 1.09% |
84670702 BERKSHIRE HATHAWAY INC DEL | Reduced | -$21.1M | $430.2M | 0.66% |
227046109 CROCS INC | Increased | $19.9M | $73.6M | 0.62% |
27579R104 EAST WEST BANCORP INC | Reduced | -$15.6M | $296.4M | 0.49% |
55354G100 MSCI INC | New | $10.2M | $10.2M | 0.32% |
37833100 APPLE INC | Reduced | -$2.0M | $28.1M | 0.06% |