Himalaya Capital (Li Lu)
What Himalaya Capital (Li Lu) held at the end of Q2 2026, from its 13F filed on 2026-08-14, against Q1 2026. US-listed shares only. Its filings at the SEC ›
Value
$3.70B
Q2 2026
Positions
8
shares, no options
Top 10
100%
of the portfolio
Changes
+2 / −6
0 new, 6 sold out
Holdings at the end of Q2 2026
| Company | Share of portfolio | Shares | Value | Change |
|---|---|---|---|---|
| GOOGLALPHABET INC · CAP STK CL A | 24.55% | 2,543,300 | $908.90M | Unchanged |
| GOOGALPHABET INC · CAP STK CL C | 23.39% | 2,451,300 | $866.12M | Unchanged |
| PDDPDD HOLDINGS INC · SPON ADS | 22.17% | 10,761,119 | $820.86M | Added 134% |
| BRK-BBERKSHIRE HATHAWAY INC DEL · CL B NEW | 14.98% | 1,108,318 | $554.59M | Added 23% |
| EWBCEAST WEST BANCORP INC | 9.68% | 2,776,351 | $358.40M | Unchanged |
| CROXCROCS INC | 2.89% | 887,093 | $107.02M | Unchanged |
| TMETENCENT MUSIC ENTERTAINM · SPON ADS | 1.49% | 6,590,836 | $55.03M | Unchanged |
| AAPLAPPLE INC | 0.86% | 110,600 | $32.00M | Unchanged |
Sold out in Q2 2026
BACHRBMCOMSCIOXYSPGI
Two years of filings
| Quarter | Positions | Value | Filed |
|---|---|---|---|
| 2026-06-30 | 8 positions | $3.70B | 2026-08-14 |
| 2026-03-31 | 14 positions | $3.20B | 2026-05-15 |
| 2025-12-31 | 9 positions | $3.57B | 2026-02-19 |
| 2025-09-30 | 9 positions | $3.23B | 2025-11-12 |
| 2025-06-30 | 9 positions | $2.69B | 2025-08-14 |
| 2025-03-31 | 8 positions | $2.21B | 2025-05-15 |
| 2024-12-31 | 8 positions | $2.71B | 2025-02-14 |
| 2024-09-30 | 8 positions | $2.47B | 2024-11-14 |
How to read it
A 13F lists US-listed shares and options at a quarter's end, filed up to 45 days later. “Added” and “reduced” compare the share counts of two quarter-ends; a correcting amendment replaces the original. Short positions, cash and holdings outside the US are not in it. None of this is advice.