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Last updated May 10, 2026
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 Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $3.6B across 8 positions. The largest holdings are ALPHABET INC, BK OF AMERICA CORP, and PDD HOLDINGS INC (ALPHABET INC alone is 43.9% of the book).
New positions opened in the latest quarter include CROCS INC. Recently exited names: SABLE OFFSHORE CORP.
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