Himalaya Capital (Li Lu)
Himalaya Capital (Li Lu) (Himalaya Capital Management LLC) reported 8 positions worth $3.70B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: GOOGL (24.5%). Biggest move: add PDD ($469.4M).
| # | Symbol | Company | Type | Value ↓ | % Port. | Time Held | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GOOGL | SH | $908.9M | 24.55% | 4.3 Years | 2,543,300 | — | — | |
| ▸ 2 | GOOG | SH | $866.1M | 23.39% | 6.3 Years | 2,451,300 | — | — | |
| ▸ 3 | PDD | SH | $820.9M | 22.17% | 1.3 Years | 10,761,119 | — | — | |
| ▸ 4 | BRK-B | SH | $554.6M | 14.98% | 5 Years | 1,108,318 | — | — | |
| ▸ 5 | EWBC | SH | $358.4M | 9.68% | 3.5 Years | 2,776,351 | — | — | |
| ▸ 6 | CROX | SH | $107.0M | 2.89% | 3 Q | 887,093 | — | — | |
| ▸ 7 | TME | SH | $55.0M | 1.49% | 2 Q | 6,590,836 | — | — | |
| ▸ 8 | AAPL | SH | $32.0M | 0.86% | 5.8 Years | 110,600 | — | — |
Related managers
Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| H&H International Investment (Duan Yongping) | 18.2% | PDD, GOOG, AAPL, BRK-B |
| Punch Card Management (Norbert Lou) | 18.2% | CROX, PDD |
| Pershing Square (Bill Ackman) | 11.8% | GOOG, GOOGL |
| TCI Fund Management (Chris Hohn) | 11.8% | GOOG, GOOGL |
| Fairholme Capital (Bruce Berkowitz) | 10.5% | AAPL, BRK-B |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Himalaya Capital (Li Lu) hold as of Q2 2026?
Himalaya Capital (Li Lu) reported 8 positions worth $3.70B in its Q2 2026 13F filing. Largest positions: GOOGL (24.5%), GOOG (23.4%), PDD (22.2%), BRK-B (15.0%) and EWBC (9.7%).
What did Himalaya Capital (Li Lu) buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Himalaya Capital (Li Lu) sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.