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).

New positions opened in the latest quarter include ALPHABET INC, BLOCK H & R INC, and MOODYS CORP. Recently exited names: ALPHABET INC.

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).

New positions opened in the latest quarter include ALPHABET INC, BLOCK H & R INC, and MOODYS CORP. Recently exited names: ALPHABET INC.