Li Lu Holdings Activity

Himalaya Capital Management Portfolio 13F

Himalaya Capital Management has disclosed a total of 2 changes to the portfolio in the latest (2025 Q2) SEC report(s): bought 1 totally new and decreased the number of shares of 1 position(s).

What stocks is Li Lu buying now?

In the recent quarter Li Lu has bought (PDD) PINDUODUO INC-ADR (new buy).

What does Li Lu invest in?

Li Lu's top 5 holdings (by % of portfolio) 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%).

In the latest report(s) the following changes have been made to the top investments: (BAC) BANK OF AMERICA CORP (reduced shares -24.66%) and (PDD) PINDUODUO INC-ADR (new buy).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2025 Q2 (2 results)
PDD
PINDUODUO INC-ADR
buy
+4,608,000
+17.93%
$104.66
13.51% $118.80
17.93%
BAC
BANK OF AMERICA CORP
-24.66%
-3,415,246
-6.01%
$47.32
1.27% $47.92
18.36%
2025 Q1 (3 results)
GOOG
ALPHABET INC-CL C
-19.47%
-592,700
-4.19%
$156.23
30.58% $204.00
17.31%
BAC
BANK OF AMERICA CORP
-23.42%
-4,234,500
-7.99%
$41.73
14.83% $47.92
26.12%
AAPL
APPLE INC
-65.19%
-207,100
-2.08%
$222.13
4.23% $231.53
1.11%
2024 Q3 (2 results)
SOC
SABLE OFFSHORE CORP
buy
+1,343,000
+1.28%
$23.63
20.52% $28.48
1.28%
AAPL
APPLE INC
-58.18%
-441,900
-4.16%
$233.00
0.63% $231.53
2.99%
2024 Q2 (1 result)
OXY
OCCIDENTAL PETROLEUM CORP
buy
+1,466,500
+3.61%
$63.03
29.87% $44.20
3.61%
2023 Q2 (2 results)
EWBC
EAST WEST BANCORP INC
+20.91%
+480,051
+1.41%
$52.79
93.35% $102.07
8.18%
MU
MICRON TECHNOLOGY INC
-100.00%
-6,826,079
-22.99%
$60.34
104.09% $123.15
0.00%
2023 Q1 (3 results)
EWBC
EAST WEST BANCORP INC
buy
+2,296,300
+6.25%
$55.50
83.91% $102.07
6.25%
BAC
BANK OF AMERICA CORP
+23.95%
+3,494,146
+4.90%
$28.60
67.55% $47.92
25.36%
MU
MICRON TECHNOLOGY INC
-40.52%
-4,650,444
-13.76%
$60.34
104.09% $123.15
0.00%
2022 Q4 (1 result)
GOOGL
ALPHABET INC-CL A
+168.28%
+1,595,300
+7.30%
$88.23
130.24% $203.14
11.64%
2022 Q2 (3 results)
GOOGL
ALPHABET INC-CL A
buy
+948,000
+5.51%
$108.96
86.43% $203.14
5.51%
GOOG
ALPHABET INC-CL C
+77.18%
+1,326,000
+7.74%
$109.37
86.52% $204.00
17.77%
META
META PLATFORMS INC-CLASS A
-100.00%
-876,200
-10.40%
$222.36
245.33% $767.87
0.00%
2021 Q4 (3 results)
META
META PLATFORMS INC-CLASS A
+53.02%
+303,600
+3.83%
$336.35
128.29% $767.87
11.06%
BAC
BANK OF AMERICA CORP
+18.03%
+2,228,000
+3.72%
$44.49
7.71% $47.92
24.36%
PDD
PINDUODUO INC-ADR
-100.00%
-363,165
-1.24%
$90.67
31.03% $118.80
0.00%
2021 Q3 (1 result)
BRK.B
BERKSHIRE HATHAWAY INC CL-B
buy
+897,749
+11.41%
$272.94
75.20% $478.19
11.41%
2021 Q1 (1 result)
META
META PLATFORMS INC-CLASS A
-40.37%
-387,700
-5.77%
$294.53
160.71% $767.87
8.53%
2020 Q4 (3 results)
PDD
PINDUODUO INC-ADR
buy
+363,165
+3.55%
$177.67
33.13% $118.80
3.55%
AAPL
APPLE INC
buy
+759,600
+5.55%
$132.69
74.49% $231.53
5.55%
META
META PLATFORMS INC-CLASS A
-27.85%
-370,700
-5.58%
$273.16
181.11% $767.87
14.45%
2020 Q3 (2 results)
META
META PLATFORMS INC-CLASS A
+118.59%
+722,100
+14.42%
$261.90
193.19% $767.87
26.58%
MU
MICRON TECHNOLOGY INC
+15.81%
+1,567,100
+5.61%
$46.96
162.24% $123.15
41.09%
2020 Q2 (3 results)
GOOG
ALPHABET INC-CL C
buy
+1,718,000
+11.42%
$70.68
188.62% $204.00
11.42%
META
META PLATFORMS INC-CLASS A
buy
+608,900
+13.00%
$227.07
238.16% $767.87
13.00%
BABA
ALIBABA GROUP HOLDING-SP ADR
-100.00%
-175,000
-3.20%
$194.48
37.68% $121.20
0.00%
2020 Q1 (3 results)
BABA
ALIBABA GROUP HOLDING-SP ADR
buy
+175,000
+4.77%
$194.48
37.68% $121.20
0.00%
BAC
BANK OF AMERICA CORP
buy
+12,358,987
+36.79%
$21.23
125.72% $47.92
36.79%
MU
MICRON TECHNOLOGY INC
+26.81%
+2,095,000
+12.35%
$42.06
192.80% $123.15
58.44%
2019 Q4 (3 results)
MU
MICRON TECHNOLOGY INC
buy
+7,814,423
+100.00%
$53.78
128.99% $123.15
100.00%
BIDU
BAIDU INC - SPON ADR
-100.00%
-5,800
-0.32%
$228.62
60.43% $90.47
0.00%
BABA
ALIBABA GROUP HOLDING-SP ADR
-100.00%
-53,000
-2.08%
$164.75
26.44% $121.20
0.00%
2018 Q2 (2 results)
SINA
SINA CORP
-100.00%
-52,300
-48.51%
$104.26
-
0.00%
WB
WEIBO CORP-SPON ADR
-100.00%
-5,230
-5.56%
$119.50
90.03% $11.91
0.00%
2018 Q1 (1 result)
BABA
ALIBABA GROUP HOLDING-SP ADR
buy
+53,000
+56.89%
$183.55
33.97% $121.20
56.89%
2017 Q2 (2 results)
WB
WEIBO CORP-SPON ADR
buy
+5,230
+5.97%
$66.54
82.10% $11.91
5.97%
BIDU
BAIDU INC - SPON ADR
-99.12%
-653,918
-2,005.76%
$178.79
49.40% $90.47
17.79%
41 of 41

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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.