Himalaya Capital Management LLC
Managed by Li Lu. $3.20B disclosed long-equity portfolio across 13 positions.
| # | Stock | Value | % of Portfolio |
|---|---|---|---|
| 1 | ALPHABET INC | $1.43B | 44.81% |
| 2 | PDD HOLDINGS INC | $470.8M | 14.71% |
| 3 | BERKSHIRE HATHAWAY INC DEL | $430.2M | 13.44% |
| 4 | EAST WEST BANCORP INC | $296.4M | 9.26% |
| 5 | BK OF AMERICA CORP | $146.2M | 4.57% |
| 6 | OCCIDENTAL PETE CORP | $95.3M | 2.98% |
| 7 | CROCS INC | $73.6M | 2.30% |
| 8 | TENCENT MUSIC ENTMT GROUP | $61.2M | 1.91% |
| 9 | S&P GLOBAL INC | $51.7M | 1.61% |
| 10 | BLOCK H & R INC | $51.6M | 1.61% |
| 11 | MOODYS CORP | $51.4M | 1.61% |
| 12 | APPLE INC | $28.1M | 0.88% |
| 13 | MSCI INC | $10.2M | 0.32% |
For full quarterly history, transactions, and the investor profile, see Li Lu's page →
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Himalaya Capital Management LLC — overview
Li Lu runs Himalaya Capital Management LLC. Buffett's own pick as someone who thinks exactly like him. Tiny portfolio, enormous conviction, extremely rare trades. As of the Q1 2026 13F filing, the disclosed long-equity portfolio is valued at $3.2B across 13 positions. The largest holdings are ALPHABET INC, PDD HOLDINGS INC, and BERKSHIRE HATHAWAY INC DEL (ALPHABET INC alone is 44.8% of the book).
Key takeaways
- Disclosed Q1 2026 portfolio: $3.2B.
- Top holdings: ALPHABET INC, PDD HOLDINGS INC, and BERKSHIRE HATHAWAY INC DEL.