Li Lu Holdings Activity

Himalaya Capital Management Portfolio 13F

Himalaya Capital Management has not disclosed any changes to the portfolio in the latest (2022 Q3) SEC report(s).

What stocks is Li Lu buying now?

In the recent quarter Li Lu has not purchased any securities.

What does Li Lu invest in?

Li Lu's top 5 holdings (by % of portfolio) are (MU) MICRON TECHNOLOGY INC (32.98%), (BAC) BANK OF AMERICA CORP (25.27%), (GOOG) ALPHABET INC-CL C (16.79%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (13.75%) and (AAPL) APPLE INC (6.02%).

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

2022 Q2 (3 results)
GOOGL
buy
+948,000
+5.51%
$108.96
1.21% $107.64
5.51%
GOOG
+77.18%
+1,326,000
+7.74%
$109.37
1.22% $108.04
17.77%
META
-100.00%
-876,200
-10.40%
$222.36
13.82% $191.62
0.00%
2021 Q4 (3 results)
META
+53.02%
+303,600
+3.83%
$336.35
43.03% $191.62
11.06%
BAC
+18.03%
+2,228,000
+3.72%
$44.49
17.35% $36.77
24.36%
PDD
-100.00%
-363,165
-1.24%
$90.67
4.17% $94.45
0.00%
2021 Q3 (1 result)
BRK.B
buy
+897,749
+11.41%
$272.94
14.67% $312.97
11.41%
2021 Q1 (1 result)
META
-40.37%
-387,700
-5.77%
$294.53
34.94% $191.62
8.53%
2020 Q4 (3 results)
PDD
buy
+363,165
+3.55%
$177.67
46.84% $94.45
3.55%
AAPL
buy
+759,600
+5.55%
$132.69
16.55% $154.65
5.55%
META
-27.85%
-370,700
-5.58%
$273.16
29.85% $191.62
14.45%
2020 Q3 (2 results)
META
+118.59%
+722,100
+14.42%
$261.90
26.83% $191.62
26.58%
MU
+15.81%
+1,567,100
+5.61%
$46.96
32.30% $62.13
41.09%
2020 Q2 (3 results)
GOOG
buy
+1,718,000
+11.42%
$70.68
52.86% $108.04
11.42%
META
buy
+608,900
+13.00%
$227.07
15.61% $191.62
13.00%
BABA
-100.00%
-175,000
-3.20%
$194.48
45.75% $105.50
0.00%
2020 Q1 (3 results)
BABA
buy
+175,000
+4.77%
$194.48
45.75% $105.50
0.00%
BAC
buy
+12,358,987
+36.79%
$21.23
73.20% $36.77
36.79%
MU
+26.81%
+2,095,000
+12.35%
$42.06
47.72% $62.13
58.44%
2019 Q4 (3 results)
MU
buy
+7,814,423
+100.00%
$53.78
15.53% $62.13
100.00%
BIDU
-100.00%
-5,800
-0.32%
$228.62
29.92% $160.22
0.00%
BABA
-100.00%
-53,000
-2.08%
$164.75
35.97% $105.50
0.00%
2018 Q2 (2 results)
SINA
-100.00%
-52,300
-48.51%
$104.26
-
0.00%
WB
-100.00%
-5,230
-5.56%
$119.50
80.14% $23.73
0.00%
2018 Q1 (1 result)
BABA
buy
+53,000
+56.89%
$183.55
42.52% $105.50
56.89%
2017 Q2 (2 results)
WB
buy
+5,230
+5.97%
$66.54
64.34% $23.73
5.97%
BIDU
-99.12%
-653,918
-2,005.76%
$178.79
10.39% $160.22
17.79%
27 of 27

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.