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.

Biggest Wins

PositionReported PriceCurrent PriceEst. P/LReturnEst. Value
Crocs, Inc.CROX · Q1 2026$83.02$118.39+$31M+42.6%$105M
H&R Block, Inc.HRB · Q1 2026$31.74$38.68+$11M+21.9%$63M
Bank of America CorpBAC · Q1 2026$48.75$57.88+$27M+18.7%$174M
East West Bancorp IncEWBC · Q1 2026$106.76$126.26+$54M+18.3%$351M
Alphabet IncGOOGL · Q1 2026$287.56$337.39+$127M+17.3%$858M
Alphabet Cl CGOOG · Q1 2026$286.86$334.69+$117M+16.7%$820M
MSCI IncMSCI · Q1 2026$539.01$602.94+$1.2M+11.9%$11M
Apple IncAAPL · Q1 2026$253.79$283.78+$3.3M+11.8%$31M
Berkshire Hathaway Inc.BRK-B · Q1 2026$479.20$498.66+$17M+4.06%$448M
Moody's Corporation Common StockMCO · Q1 2026$436.25$450.01+$1.6M+3.15%$53M
Li Lu Biggest Wins | TradingNote