Li Lu Holdings Activity

Himalaya Capital Management Portfolio 13F

Himalaya Capital Management has disclosed a total of 1 change to the portfolio in the latest (2024 Q2) SEC report(s): bought 1 totally new position(s).

What stocks is Li Lu buying now?

In the recent quarter Li Lu has bought (OXY) OCCIDENTAL PETROLEUM CORP (new buy).

What does Li Lu invest in?

Li Lu's top 5 holdings (by % of portfolio) are (BAC) BANK OF AMERICA CORP (28.07%), (GOOG) ALPHABET INC-CL C (21.8%), (GOOGL) ALPHABET INC-CL A (18.08%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (14.26%) and (EWBC) EAST WEST BANCORP INC (7.94%).

In the latest report(s) no changes have been made to any of these investments.

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2024 Q2 (1 result)
OXY
OCCIDENTAL PETROLEUM CORP
buy
+1,466,500
+3.61%
$63.03
17.90% $51.75
3.61%
2023 Q2 (2 results)
EWBC
EAST WEST BANCORP INC
+20.91%
+480,051
+1.41%
$52.79
53.95% $81.27
8.18%
MU
MICRON TECHNOLOGY INC
-100.00%
-6,826,079
-22.99%
$60.34
44.76% $87.35
0.00%
2023 Q1 (3 results)
EWBC
EAST WEST BANCORP INC
buy
+2,296,300
+6.25%
$55.50
46.43% $81.27
6.25%
BAC
BANK OF AMERICA CORP
+23.95%
+3,494,146
+4.90%
$28.60
38.53% $39.62
25.36%
MU
MICRON TECHNOLOGY INC
-40.52%
-4,650,444
-13.76%
$60.34
44.76% $87.35
0.00%
2022 Q4 (1 result)
GOOGL
ALPHABET INC-CL A
+168.28%
+1,595,300
+7.30%
$88.23
81.13% $159.81
11.64%
2022 Q2 (3 results)
GOOGL
ALPHABET INC-CL A
buy
+948,000
+5.51%
$108.96
46.66% $159.81
5.51%
GOOG
ALPHABET INC-CL C
+77.18%
+1,326,000
+7.74%
$109.37
47.03% $160.81
17.77%
META
META PLATFORMS INC-CLASS A
-100.00%
-876,200
-10.40%
$222.36
141.93% $537.95
0.00%
2021 Q4 (3 results)
META
META PLATFORMS INC-CLASS A
+53.02%
+303,600
+3.83%
$336.35
59.94% $537.95
11.06%
BAC
BANK OF AMERICA CORP
+18.03%
+2,228,000
+3.72%
$44.49
10.95% $39.62
24.36%
PDD
PINDUODUO INC-ADR
-100.00%
-363,165
-1.24%
$90.67
8.34% $98.23
0.00%
2021 Q3 (1 result)
BRK.B
BERKSHIRE HATHAWAY INC CL-B
buy
+897,749
+11.41%
$272.94
67.29% $456.60
11.41%
2021 Q1 (1 result)
META
META PLATFORMS INC-CLASS A
-40.37%
-387,700
-5.77%
$294.53
82.65% $537.95
8.53%
2020 Q4 (3 results)
AAPL
APPLE INC
buy
+759,600
+5.55%
$132.69
66.32% $220.69
5.55%
PDD
PINDUODUO INC-ADR
buy
+363,165
+3.55%
$177.67
44.71% $98.23
3.55%
META
META PLATFORMS INC-CLASS A
-27.85%
-370,700
-5.58%
$273.16
96.94% $537.95
14.45%
2020 Q3 (2 results)
META
META PLATFORMS INC-CLASS A
+118.59%
+722,100
+14.42%
$261.90
105.40% $537.95
26.58%
MU
MICRON TECHNOLOGY INC
+15.81%
+1,567,100
+5.61%
$46.96
86.01% $87.35
41.09%
2020 Q2 (3 results)
META
META PLATFORMS INC-CLASS A
buy
+608,900
+13.00%
$227.07
136.91% $537.95
13.00%
GOOG
ALPHABET INC-CL C
buy
+1,718,000
+11.42%
$70.68
127.52% $160.81
11.42%
BABA
ALIBABA GROUP HOLDING-SP ADR
-100.00%
-175,000
-3.20%
$194.48
56.59% $84.42
0.00%
2020 Q1 (3 results)
BAC
BANK OF AMERICA CORP
buy
+12,358,987
+36.79%
$21.23
86.62% $39.62
36.79%
BABA
ALIBABA GROUP HOLDING-SP ADR
buy
+175,000
+4.77%
$194.48
56.59% $84.42
0.00%
MU
MICRON TECHNOLOGY INC
+26.81%
+2,095,000
+12.35%
$42.06
107.68% $87.35
58.44%
2019 Q4 (3 results)
MU
MICRON TECHNOLOGY INC
buy
+7,814,423
+100.00%
$53.78
62.42% $87.35
100.00%
BIDU
BAIDU INC - SPON ADR
-100.00%
-5,800
-0.32%
$228.62
62.96% $84.67
0.00%
BABA
ALIBABA GROUP HOLDING-SP ADR
-100.00%
-53,000
-2.08%
$164.75
48.76% $84.42
0.00%
2018 Q2 (2 results)
WB
WEIBO CORP-SPON ADR
-100.00%
-5,230
-5.56%
$119.50
93.72% $7.51
0.00%
SINA
SINA CORP
-100.00%
-52,300
-48.51%
$104.26
-
0.00%
2018 Q1 (1 result)
BABA
ALIBABA GROUP HOLDING-SP ADR
buy
+53,000
+56.89%
$183.55
54.01% $84.42
56.89%
2017 Q2 (2 results)
WB
WEIBO CORP-SPON ADR
buy
+5,230
+5.97%
$66.54
88.71% $7.51
5.97%
BIDU
BAIDU INC - SPON ADR
-99.12%
-653,918
-2,005.76%
$178.79
52.64% $84.67
17.79%
34 of 34

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.