Li Lu

Himalaya Capital

Li Lu (Himalaya Capital) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Li Lu (Himalaya Capital) portfolio page tracks Himalaya Capital holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Himalaya Capital owns and how disclosed positions change over time. Li Lu (Himalaya Capital)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Bank of America Corp (BAC), Alphabet Cl C (GOOG), Alphabet Inc (GOOGL), Tencent Music Entertainment Group (TME), and S&P Global Inc (SPGI). Investors use Himalaya Capital 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

History Trades

CompanyValueActionChangePriceCurrent Price
Alphabet IncGOOGL$177.8MAddQ4 2025 13F$178M$285.73$337.39
Alphabet Cl CGOOG$172.2MAddQ4 2025 13F$172M$286.47$334.69
PDD Holdings Inc. - American Depositary SharesPDD$-86.5MTrimQ4 2025 13F$87M--$82.62
Crocs, Inc.CROX$53.7MOtherQ4 2025 13F$54M--$118.39
Bank of America CorpBAC$35.6MAddQ4 2025 13F$36M$52.86$57.88
Li Lu (Himalaya Capital) exit Unmapped 13F securityPORTFOLIO$-23.4MExitQ4 2025 13F$23M----
East West Bancorp IncEWBC$16.5MAddQ4 2025 13F$16M--$126.26
Occidental Petroleum CorpOXY$-9.0MTrimQ4 2025 13F$9.0M$41.73$49.99
Apple IncAAPL$1.9MAddQ4 2025 13F$1.9M$268.45$283.78
Berkshire Hathaway Inc.BRK-B$-80.8KTrimQ4 2025 13F$81k$497.53$498.66
Alphabet IncGOOGL$170.1MAddQ3 2025 13F$170M$209.46$337.39
Alphabet Cl CGOOG$162.2MAddQ3 2025 13F$162M$210.20$334.69
PDD Holdings Inc. - American Depositary SharesPDD$126.8MAddQ3 2025 13F$127M--$82.62
Bank of America CorpBAC$44.5MAddQ3 2025 13F$45M$48.79$57.88
Berkshire Hathaway Inc.BRK-B$15.2MAddQ3 2025 13F$15M$484.36$498.66
East West Bancorp IncEWBC$15.2MAddQ3 2025 13F$15M--$126.26
Occidental Petroleum CorpOXY$7.7MAddQ3 2025 13F$7.7M$45.19$49.99
Li Lu (Himalaya Capital) trim Unmapped 13F securityPORTFOLIO$23M1.3M sharesTrimQ3 2025 13F$6.1M$17.46--
Apple IncAAPL$5.5MAddQ3 2025 13F$5.5M$225.91$283.78
PDD Holdings Inc. - American Depositary SharesPDD$482.3MOtherQ2 2025 13F$482M--$82.62
Bank of America CorpBAC$-84.2MTrimQ2 2025 13F$84M$42.07$57.88
Alphabet IncGOOGL$54.9MAddQ2 2025 13F$55M$163.55$337.39
Alphabet Cl CGOOG$51.9MAddQ2 2025 13F$52M$165.11$334.69
Berkshire Hathaway Inc.BRK-B$-42.0MTrimQ2 2025 13F$42M$508.26$498.66
East West Bancorp IncEWBC$31.2MAddQ2 2025 13F$31M--$126.26
Occidental Petroleum CorpOXY$-10.8MTrimQ2 2025 13F$11M$41.92$49.99
Li Lu (Himalaya Capital) trim Unmapped 13F securityPORTFOLIO$30M1.3M sharesTrimQ2 2025 13F$4.6M$21.98--
Apple IncAAPL$-1.9MTrimQ2 2025 13F$1.9M$202.27$283.78
Bank of America CorpBAC$-216.8MTrimQ1 2025 13F$217M$44.56$57.88
Alphabet Cl CGOOG$-196.7MTrimQ1 2025 13F$197M$183.12$334.69
Alphabet IncGOOGL$-88.2MTrimQ1 2025 13F$88M$181.36$337.39
Berkshire Hathaway Inc.BRK-B$71.2MAddQ1 2025 13F$71M$486.15$498.66
Apple IncAAPL$-55.0MTrimQ1 2025 13F$55M$231.67$283.78
East West Bancorp IncEWBC$-16.7MTrimQ1 2025 13F$17M--$126.26
Li Lu (Himalaya Capital) add Unmapped 13F securityPORTFOLIO$34M1.3M sharesAddQ1 2025 13F$3.3M$25.37--
Occidental Petroleum CorpOXY$-73.3KTrimQ1 2025 13F$73k$48.82$49.99
Bank of America CorpBAC$77.2MAddQ4 2024 13F$77M$44.00$57.88
Alphabet Cl CGOOG$70.8MAddQ4 2024 13F$71M$176.50$334.69
Alphabet IncGOOGL$59.6MAddQ4 2024 13F$60M$174.97$337.39
East West Bancorp IncEWBC$36.1MAddQ4 2024 13F$36M--$126.26
Berkshire Hathaway Inc.BRK-B$-6.3MTrimQ4 2024 13F$6.3M$461.73$498.66
Apple IncAAPL$5.5MAddQ4 2024 13F$5.5M$235.68$283.78
Occidental Petroleum CorpOXY$-3.1MTrimQ4 2024 13F$3.1M$50.51$49.99
Li Lu (Himalaya Capital) trim Unmapped 13F securityPORTFOLIO$31M1.3M sharesTrimQ4 2024 13F$980k$22.90--
Apple IncAAPL$-86.0MTrimQ3 2024 13F$86M$223.32$283.78
Alphabet Cl CGOOG$-49.4MTrimQ3 2024 13F$49M$169.25$334.69
Berkshire Hathaway Inc.BRK-B$48.0MAddQ3 2024 13F$48M$442.18$498.66
Alphabet IncGOOGL$-41.5MTrimQ3 2024 13F$41M$167.74$337.39
Li Lu (Himalaya Capital) other Unmapped 13F securityPORTFOLIO$32M1.3M sharesOtherQ3 2024 13F$32M$23.63--
East West Bancorp IncEWBC$26.4MAddQ3 2024 13F$26M--$126.26
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Li Lu History Trades | TradingNote