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L
Li Lu
Himalaya Capital Management LLC
Latest 13F: Q2 2026
Filed Aug 14, 2026
Li Lu — Munger's only outside money manager, deep value
13F filings have a ~45-day lag. Positions may have changed since the filing date.
Positions
8
New Buys
0
Sold
7
Increased
2
Decreased
0
Total Value
$3.7B
Sector Allocation
Latest Trades (Quarter-over-Quarter Changes)
| ACTION | SYMBOL | NAME | SHARES CHG | VALUE | WEIGHT % |
|---|---|---|---|---|---|
| INCREASED | PDD | PDD HOLDINGS INC |
+6,153,119
avg ~$76.28
·
~$469.4M
|
$820.9M | 22.2% |
| SOLD | BAC | -2,997,987 | -- | -- | |
| SOLD | HRB | -1,626,906 | -- | -- | |
| SOLD | OXY | -1,466,500 | -- | -- | |
| INCREASED | BRK-B | BERKSHIRE HATHAWAY INC DEL |
+210,569
avg ~$500.39
·
~$105.4M
|
$554.6M | 15.0% |
| SOLD | SPGI | -121,463 | -- | -- | |
| SOLD | MCO | -117,784 | -- | -- | |
| SOLD | MSCI | -18,939 | -- | -- | |
| SOLD | SOC | -- | -- | -- |
Full Holdings (8 positions)
| SYMBOL | NAME | SHARES | VALUE | WEIGHT % | ACTION |
|---|---|---|---|---|---|
| GOOGL | ALPHABET INC |
2,543,300
$357.37/sh
cost $155.00 (+130.6%)
|
$908.9M | 24.5% | UNCHANGED |
| GOOG | ALPHABET INC |
2,451,300
$353.33/sh
cost $192.70 (+83.4%)
|
$866.1M | 23.4% | UNCHANGED |
| PDD | PDD HOLDINGS INC |
10,761,119
$76.28/sh
cost $104.20 (-26.8%)
|
$820.9M | 22.2% | INCREASED |
| BRK-B | BERKSHIRE HATHAWAY INC DEL |
1,108,318
$500.39/sh
cost $377.72 (+32.5%)
|
$554.6M | 15.0% | INCREASED |
| EWBC | EAST WEST BANCORP INC |
2,776,351
$129.09/sh
cost $78.63 (+64.2%)
|
$358.4M | 9.7% | UNCHANGED |
| CROX | CROCS INC |
887,093
$120.64/sh
cost $84.79 (+42.3%)
|
$107.0M | 2.9% | UNCHANGED |
| TME | TENCENT MUSIC ENTERTAINM |
6,590,836
$8.35/sh
cost $9.28 (-10.0%)
|
$55.0M | 1.5% | UNCHANGED |
| AAPL | APPLE INC |
110,600
$289.36/sh
cost $165.70 (+74.6%)
|
$32.0M | 0.9% | UNCHANGED |