Li Lu's Portfolio

Himalaya Capital Management 13F holdings

What is Li Lu's portfolio?

Himalaya Capital Management has disclosed a total of 9 security holdings in their (2025 Q2) SEC 13F filing(s) with portfolio value of $2,689,202,442.

What stocks does Li Lu own?

In Li Lu's portfolio as of 30 Jun 2025, the top 5 holdings are (BAC) BANK OF AMERICA CORP (18.36%), (PDD) PINDUODUO INC-ADR (17.93%), (GOOGL) ALPHABET INC-CL A (16.67%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (16.22%) and (GOOG) ALPHABET INC-CL C (16.17%).

To see the historical data of Himalaya Capital Management's portfolio holdings please click on the "2025 Q2" dropdown menu and select the date.

To see Himalaya Capital Management's original 13F reports (2025 Q2), please click on the "important" button.

Portfolio value: $2,689M+
Period: 2025 Q2
Number of stock: 9
Update: 14 Aug 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOGL
ALPHABET INC-CL A
16.67%
2,543,300
$176.23
18.54% $208.91
$448,205,759
GOOG
ALPHABET INC-CL C
16.17%
2,451,300
$177.39
18.17% $209.62
$434,836,107
AAPL
APPLE INC
0.84%
110,600
$205.17
11.41% $228.58
$22,691,802
BAC
BANK OF AMERICA CORP
18.36%
10,431,387
$47.32
4.61% $49.50
$493,613,233
-24.66% (-3,415,246)
-6.01%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
16.22%
897,749
$485.77
0.60% $482.87
$436,099,532
EWBC
EAST WEST BANCORP INC
10.43%
2,776,351
$100.98
4.18% $105.20
$280,355,924
OXY
OCCIDENTAL PETROLEUM CORP
2.29%
1,466,500
$42.01
9.26% $45.90
$61,607,665
PDD
PINDUODUO INC-ADR
17.93%
4,608,000
$104.66
21.86% $127.54
$482,273,280
buy
+17.93%
SOC
SABLE OFFSHORE CORP
1.10%
1,343,000
$21.98
31.21% $28.84
$29,519,140
9 of 9

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.