Himalaya Capital Li Lu
Holdings as of the end of Q2 2026, reported in its 13F filing on Aug 14, 2026; changes vs Q1 2026. Source
Reported value
$3.7B
at quarter-end prices
Positions
8
top 10 are 100% of it
Bought · Q2 2026
2
0 new, 2 added 20%+
Sold · Q2 2026
6
6 sold out, 0 cut 20%+
Holdings 8
| # | Stock | Company | Shares | Value | Of portfolio | Shares vs Q1 2026 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 2,543,300 | $908.9M | 24.5% | — |
| 2 | GOOG | ALPHABET INC | 2,451,300 | $866.1M | 23.4% | — |
| 3 | PDD | PDD HOLDINGS INC | 10,761,119 | $820.9M | 22.2% | +134% |
| 4 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1,108,318 | $554.6M | 15.0% | +23% |
| 5 | EWBC | EAST WEST BANCORP INC | 2,776,351 | $358.4M | 9.7% | — |
| 6 | CROX | CROCS INC | 887,093 | $107M | 2.9% | — |
| 7 | TME | TENCENT MUSIC ENTERTAINM | 6,590,836 | $55M | 1.5% | — |
| 8 | AAPL | APPLE INC | 110,600 | $32M | 0.86% | — |
Sold out in Q2 2026 6
| Stock | Company | Shares held in Q1 2026 | Value then | Of portfolio then |
|---|---|---|---|---|
| BAC | BK OF AMERICA CORP | 2,997,987 | $146.2M | 4.6% |
| OXY | OCCIDENTAL PETE CORP | 1,466,500 | $95.3M | 3.0% |
| SPGI | S&P GLOBAL INC | 121,463 | $51.7M | 1.6% |
| HRB | BLOCK H & R INC | 1,626,906 | $51.6M | 1.6% |
| MCO | MOODYS CORP | 117,784 | $51.4M | 1.6% |
| MSCI | MSCI INC | 18,939 | $10.2M | 0.32% |
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.