Himalaya Capital Li Lu
Holdings as of the end of Q1 2025, reported in its 13F filing on May 15, 2025. Source
Reported value
$2.2B
at quarter-end prices
Positions
8
top 10 are 100% of it
Holdings 8
| # | Stock | Company | Shares | Value | Of portfolio | Shares vs before |
|---|---|---|---|---|---|---|
| 1 | BAC | BK OF AMERICA CORP | 13,846,633 | $577.8M | 26.1% | — |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 897,749 | $478.1M | 21.6% | — |
| 3 | GOOGL | ALPHABET INC | 2,543,300 | $393.3M | 17.8% | — |
| 4 | GOOG | ALPHABET INC | 2,451,300 | $383M | 17.3% | — |
| 5 | EWBC | EAST WEST BANCORP INC | 2,776,351 | $249.2M | 11.3% | — |
| 6 | OXY | OCCIDENTAL PETE CORP | 1,466,500 | $72.4M | 3.3% | — |
| 7 | SOC | SABLE OFFSHORE CORP | 1,343,000 | $34.1M | 1.5% | — |
| 8 | AAPL | APPLE INC | 110,600 | $24.6M | 1.1% | — |
13F filings list US-listed long positions (stocks and ADRs) at the quarter's end: no shorts, cash, bonds or foreign shares; options and principal amounts are left out here. Trades made after the quarter ended don't show until the next filing. Changes compare share counts with the quarter before (splits can show as adds). Not investment advice.