Superinvestors / Himalaya Capital Management
Li Lu
Himalaya Capital Management
Concentrated long-term value
$3.20B 13F value
14 positions · as of 2026-03-31 · filed 2026-05-15
This quarter
5 new0 exited1 added1 trimmed
Positions held steady are not reported as moves, so they are absent from these counts.
Largest positions
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Value |
|---|---|---|---|
| GOOGL | ALPHABET INCUNCHANGED | 22.85% | $731.35M |
| GOOG | ALPHABET INCUNCHANGED | 21.97% | $703.18M |
| PDD | PDD Holdings IncUNCHANGED | 14.71% | $470.85M |
| BRK/B | BERKSHIRE HATHAWAY INC DELUNCHANGED | 13.44% | $430.20M |
| EWBC | EAST WEST BANCORP INCUNCHANGED | 9.26% | $296.40M |
Showing 5 of 14
Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.
See all 14 positions
Li Lu's full reported portfolio with every weight, and the complete list of what they bought, sold and trimmed last quarter — free with an account, no card required.
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