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FolioFact
Q2 2026 58/68 funds filed
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Some record dates are in the future and are excluded from the latest observation date.

Investor portfolio

Himalaya Capital Management

ValueQuality

Himalaya Capital Management is Li Lu's investment management firm, widely associated with value-oriented investing.

Linked investors: Li Lu

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US 13F portfolio

Quarter
Q2 2026
Filed
2026-08-14
Portfolio value
$3,702,921,099
Positions
8
history Ticker Change % of portfolio
≡ BAC SOLD —
≡ OXY SOLD —
≡ SPGI SOLD —
≡ HRB SOLD —
≡ MCO SOLD —
≡ MSCI SOLD —
≡ AAPL 0.86%
≡ TME 1.49%
≡ CROX 2.89%
≡ EWBC 9.68%
≡ BRK.{A,B} +24% 14.98%
≡ PDD +134% 22.17%
≡ GOOG(L) 47.94%

13F filings show only a manager's disclosed reportable long positions; this filing contains no call or put rows — methodology & caveats.

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