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.

Latest Trades

CompanyValueActionChangePriceCurrent Price
Bank of America CorpBAC$146M3M sharesTrimQ1 2026 13F$428M$51.60$57.88
Alphabet Cl CGOOG$703M2.5M sharesTrimQ1 2026 13F$66M$314.16$334.69
Alphabet IncGOOGL$731M2.5M sharesTrimQ1 2026 13F$65M$314.21$337.39
Tencent Music Entertainment GroupTME$61M6.6M sharesOtherQ1 2026 13F$61M$9.28$9.21
S&P Global IncSPGI$52M121.5k sharesOtherQ1 2026 13F$52M$427.37$417.09
PDD Holdings Inc. - American Depositary SharesPDD$471M4.6M sharesTrimQ1 2026 13F$52M$102.20$82.62
H&R Block, Inc.HRB$52M1.6M sharesOtherQ1 2026 13F$52M$31.74$38.68
Moody's Corporation Common StockMCO$51M117.8k sharesOtherQ1 2026 13F$51M$473.05$450.01
Occidental Petroleum CorpOXY$95M1.5M sharesAddQ1 2026 13F$35M$50.29$49.99
Berkshire Hathaway Inc.BRK-B$430M897.7k sharesTrimQ1 2026 13F$21M$490.90$498.66
Crocs, Inc.CROX$74M887.1k sharesAddQ1 2026 13F$20M$83.02$118.39
East West Bancorp IncEWBC$296M2.8M sharesTrimQ1 2026 13F$16M$110.87$126.26
MSCI IncMSCI$10M18.9k sharesOtherQ1 2026 13F$10M$547.06$602.94
Apple IncAAPL$28M110.6k sharesTrimQ1 2026 13F$2.0M$260.25$283.78