Li Lu, Himalaya Capital Management
Portfolio USD 3,702,920,000 across 8 positions as of 2026 Q2; history from 2019 Q4. Source: quarterly 13F filings via dataroma.com.
Positions, 2026 Q2
- GOOGL Alphabet Inc.: 25% of portfolio, USD 908,899,000, hold
- GOOG Alphabet Inc. CL C: 23% of portfolio, USD 866,118,000, hold
- PDD Pinduoduo Inc.: 22% of portfolio, USD 820,858,000, add +133.53%
- BRK.B Berkshire Hathaway CL B: 15% of portfolio, USD 554,591,000, add +23.46%
- EWBC East West Bancorp: 9.7% of portfolio, USD 358,399,000, hold
- CROX Crocs Inc.: 2.9% of portfolio, USD 107,019,000, hold
- TME Tencent Music Entertainment Grp: 1.5% of portfolio, USD 55,033,000, hold
- AAPL Apple Inc.: 0.9% of portfolio, USD 32,003,000, hold
Portfolio value, all published quarters
- 2019 Q4: USD 420,259,669
- 2020 Q1: USD 713,205,625
- 2020 Q2: USD 1,063,750,577
- 2020 Q3: USD 1,311,493,057
- 2020 Q4: USD 1,815,697,483
- 2021 Q1: USD 1,978,259,589
- 2021 Q2: USD 2,049,193,580
- 2021 Q3: USD 2,148,193,177
- 2021 Q4: USD 2,664,592,402
- 2022 Q1: USD 2,379,390,868
- 2022 Q2: USD 1,873,687,400
- 2022 Q3: USD 1,743,376,929
- 2022 Q4: USD 1,927,409,343
- 2023 Q1: USD 2,039,299,169
- 2023 Q2: USD 1,791,448,986
- 2023 Q3: USD 1,819,921,120
- 2023 Q4: USD 2,059,457,591
- 2024 Q1: USD 2,260,617,079
- 2024 Q2: USD 2,561,360,022
- 2024 Q3: USD 2,472,695,129
- 2024 Q4: USD 2,711,379,783
- 2025 Q1: USD 2,212,436,862
- 2025 Q2: USD 2,688,933,549
- 2025 Q3: USD 3,230,264,839
- 2025 Q4: USD 3,568,876,223
- 2026 Q1: USD 3,200,586,372
- 2026 Q2: USD 3,702,920,000