Li Lu's Portfolio

Himalaya Capital Management 13F holdings

What is Li Lu's portfolio?

Himalaya Capital Management has disclosed a total of 14 security holdings in their (2026 Q1) SEC 13F filing(s) with portfolio value of $3,201,226,867.

What stocks does Li Lu own?

In Li Lu's portfolio as of 31 Mar 2026, the top 5 holdings are (GOOGL) ALPHABET INC-CL A (22.85%), (GOOG) ALPHABET INC-CL C (21.97%), (PDD) PINDUODUO INC-ADR (14.71%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (13.44%) and (EWBC) EAST WEST BANCORP INC (9.26%).

To see the historical data of Himalaya Capital Management's portfolio holdings please click on the "2026 Q1" dropdown menu and select the date.

To see Himalaya Capital Management's original 13F reports (2026 Q1), please click on the "important" button.

Portfolio value: $3,201M+
Period: 2026 Q1
Number of stock: 14
Update: 15 May 2026
GOOGL
22.85%
2,543,300
$287.56
28.10% $368.35
$731,351,348
GOOG
21.97%
2,451,300
$286.86
27.56% $365.93
$703,179,918
AAPL
0.88%
110,600
$253.79
23.70% $313.93
$28,069,174
BAC
4.57%
2,997,987
$48.75
10.85% $54.04
$146,151,866
-71.26% (-7,433,400)
-11.32%
BRK.B
13.44%
897,749
$479.20
-
$430,201,321
CROX
2.30%
887,093
$83.02
42.93% $118.66
$73,646,461
+41.22% (+258,934)
+0.67%
EWBC
9.26%
2,776,351
$106.76
17.74% $125.70
$296,403,233
HRB
1.61%
1,626,906
$31.74
18.84% $37.72
$51,637,996
buy
+1.61%
MCO
1.61%
117,784
$436.25
3.26% $450.45
$51,383,270
buy
+1.61%
MSCI
0.32%
18,939
$539.01
13.74% $613.06
$10,208,310
buy
+0.32%
OXY
2.98%
1,466,500
$65.00
10.54% $58.15
$95,322,500
PDD
14.71%
4,608,000
$102.18
-
$470,845,440
SPGI
1.61%
121,463
$425.34
0.58% $422.88
$51,663,072
buy
+1.61%
TME
1.91%
6,590,836
$9.28
-
$61,162,958
buy
+1.91%
14 of 14

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.