Investor portfolio

Himalaya Capital Management

Name: Himalaya Capital Management 13F portfolio
Creator: FolioFact

ValueQuality

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

Linked investors: Li Lu

US 13F portfolio

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	GOOG(L)		47.94%	—	$1,775,016,950
≡	PDD	+134%	22.17%	10,761,119	$820,858,157
≡	BRK.{A,B}	+24%	14.98%	1,108,318	$554,591,244
≡	EWBC		9.68%	2,776,351	$358,399,151
≡	CROX		2.89%	887,093	$107,018,900
≡	TME		1.49%	6,590,836	$55,033,481
≡	AAPL		0.86%	110,600	$32,003,216
≡	MSCI	SOLD	—	—	—
≡	MCO	SOLD	—	—	—
≡	HRB	SOLD	—	—	—
≡	SPGI	SOLD	—	—	—
≡	OXY	SOLD	—	—	—
≡	BAC	SOLD	—	—	—

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