Himalaya Capital13F
Li Lu · Value · quarter ending 2026-06-30, filed 2026-08-14 · SEC filing
Stock portfolio
$3.7B
Positions
8
Above their Pivot
28%
New positions
0
Sold out completely
Holdings
| Stock | Weight | Value | Last quarter | vs Pivot | Score | Trend | Other whales |
|---|---|---|---|---|---|---|---|
| GOOGL Alphabet | 24.6% | $908.9M | no change | -6.2% | 26 | Below its Pivot | 26 |
| GOOG Alphabet | 23.4% | $866.1M | no change | -6.5% | 24 | Below its Pivot | 15 |
| PDD PDD | 22.2% | $820.9M | added 134% | -14.1% | 55 | Below its Pivot | 1 |
| BRK-B Berkshire Hathaway | 15.0% | $554.6M | added 23% | +9.6% | 87 | Above its Pivot | 8 |
| EWBC East West Bancorp | 9.7% | $358.4M | no change | +7.0% | 63 | Above its Pivot | 0 |
| CROX Crocs | 2.9% | $107.0M | no change | +9.6% | 52 | Above its Pivot | 0 |
| TME Tencent Music Entertainm | 1.5% | $55.0M | no change | -18.7% | 73 | Below its Pivot | 0 |
| AAPL Apple | 0.9% | $32.0M | no change | +18.1% | 72 | Above its Pivot | 14 |
Largest 8 of 8 positions. Click any stock for its trend and everyone else who owns it.
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Source: Form 13F-HR on SEC EDGAR. 13Fs are filed up to 45 days after the quarter ends and show only long US-listed positions.